Optio Incentives
Oslo equity plan platform with employee and admin portals, cap table management, IFRS and 409A valuation reporting and local rules across many countries
Quick Overview
| Company | Optio Incentives AS |
|---|---|
| Category | Cap Table Management Software |
| Headquarters | Oslo, Norway |
| Founded | 2017 |
| EU Presence | Yes - Norway (EEA, outside the EU) |
| Data Location | Not stated; the privacy policy says no transfer outside the EU/EEA without client consent |
| Open Source | No |
| GDPR Compliant | Yes |
| Self-Hosting | No |
| Main Features | Employee portal, admin portal, cap table management, document automation, financial reporting, valuation and accounting, trading and share custody, Sharesave (SAYE), HR integrations |
| Pricing | Four plans (Self-Serve, Scale, Pre IPO, Public); no prices published, contact sales |
| Best For | Companies in the Nordics, Germany or the UK that run employee share plans across borders |
| Replaces | Carta, Shareworks |
Detailed Review
Optio Incentives approaches cap tables from the employee plan side. The platform description lists an employee portal, an administrator portal for grants and vesting schedules, valuation and accounting reports and cap table management as parts of one equity system.
The operating company is Optio Incentives AS, with an office at Lørenveien 73 in Oslo. The Norwegian business register lists it as founded on 15 June 2017, and the about page dates the launch to 2018.
Country rules
A section on local expertise lists German capital gains tax deductions, Swedish warrants and buy-backs, Italian nominee structures, UK HMRC reporting including EBT and trust solutions, Finnish book-entry accounts, the Danish 7P scheme, Norwegian programs, Swiss tax reporting and French BSPCE reporting. The US entry mentions 409A valuation and US GAAP.
Four plans, no published prices
Self-Serve covers the employee and admin portals, share plan management and cap table management with document automation and employee gains modelling. Scale adds a dedicated customer success manager, onboarding management and end-to-end exercise. Pre IPO adds single sign-on and fair value valuation, and Public adds share warehousing, settlement and tax basis reports. Every plan points to a contact form instead of a price.
Public company features and acquisition
The product list also covers trading and share custody, Sharesave (SAYE) and HR integrations. The homepage announces that Optio acquired EquityPeople to add full-cycle share plan management services.
Limitations to Consider
No prices are published for any plan, so budgeting needs a sales call. The site is aimed at companies with structured equity programs, and the Self-Serve entry plan is described only in feature bullets, not limits. The pages read do not state a hosting region or an ultimate shareholder, although the Norwegian register shows no parent unit. The review rests on public pages, not a hands-on test.
Who Should Use Optio Incentives
Scale-ups and listed companies that grant equity in several European countries and need valuation reporting next to the cap table.
Pros and Cons
Pros
- Local rules listed for several European countries
- Employee portal and admin portal included
- Valuation and accounting reports for IFRS and US GAAP
- SAYE and share custody for larger programs
- Interface in English, German and Swedish
Cons
- No published prices
- Aimed at structured equity programs rather than tiny startups
- Hosting region not stated
- Ownership above the company not stated on its pages
Alternatives to Optio Incentives
Other European cap table management software worth comparing before you decide:
Ledgy
Switzerland · Zurich platform linking cap tables, HRIS data and option plans
Vestd
United Kingdom · UK cap table with HMRC-aware share schemes and valuations
Equify
France · French register-backed cap table with BSPCE and governance modules
SeedLegals
United Kingdom · Startup legals bundle with an unlimited-shareholder cap table
See all European cap table management software or compare them directly against Carta on our alternatives page.
Frequently Asked Questions
No. The pricing page lists Self-Serve, Scale, Pre IPO and Public plans with feature bullets and a contact button, but shows no amounts.
The about page names Germany, Sweden, Italy, the US, the UK, Finland, Denmark, Norway, Switzerland and France, and states support for more than 100 countries.
Yes. The valuation and accounting product covers IFRS and US GAAP reporting, 409A valuation and an audit trail, and the Pre IPO plan adds fair value valuation.