Shareworks – an equity management platform utilized by private companies to manage their cap tables , employee stock plan and liquidity programmes . They have also launched a private market transaction desk that can help execute block sales and other forms of secondary transactions , giving shareholders access to liquidity and clients access to investment opportunities .
“ We have the equity management platform and transactional capabilities to be able to support companies and shareholders ,” Swan explains . “ We also have an attractive investor client base for participation in liquidity events and secondary transactions .”
According to Swan , high-growth venturebacked companies control their cap tables , as ownership structures and the different legalities provide them the authority to decide who can be an investor – and who can ' t .
“ The big takeaway is that these companies have a definitive say in terms of who can actually own their shares . So they want highquality , reputable , long term investors on their cap table .”
Morgan Stanley at Work is fortunate to work with some of the best companies in the world , due to the full suite of wealth management and financial wellness offerings . These services empower companies to extend benefits to their employees , at the same time as engaging directly with both employees and investors .
“ A lot of times , for employees in these startups , it ' s the first time that they ' ve obtained any wealth . And whether that ' s a modest amount or generational wealth – which isn ' t uncommon at some of these
36 March 2023