Optio Incentives

Overview

Optio Incentives is an equity incentive and cap table platform operated by Optio Incentives AS, a Norwegian-registered company. It publishes four tiers that follow a company’s life cycle: Self-Serve for early-stage start-ups, Scale, Pre-IPO and Public^[25].

The Self-Serve tier includes employee and admin portals, share plan management, cap table management, document automation and employee gains modelling. Scale adds a dedicated customer success manager, employee share purchase and sale, onboarding management and end-to-end exercising. Pre-IPO adds single sign-on, fair value valuation with a memo, cost amortisation, geographical requirements, social security provisions, digital signatures and 409A valuations. Public adds share warehousing, settlement directly to employees, dilution reports, employer tax (NIC) handling, sell-to-cover and cashless exercise and remuneration report data^[25].

Optio does not publish prices for any tier, stating that it works with each customer to agree a price and plan. It is mainly relevant to Nordic and European companies that expect to list and want one provider before and after the listing.

Optio Incentives features

• Employee and admin portals
• Employee gains modelling
• End-to-end exercise on Scale
• 409A and fair value valuations on Pre-IPO
• Share warehousing and settlement on Public
• Sell-to-cover and cashless exercise

Optio Incentives pricing

Quote-based for all four tiers (Self-Serve, Scale, Pre-IPO, Public).

Optio Incentives strengths and limitations

Appears in

• Best Cap Table Management Software in 2026 #13

Optio Incentives alternatives and competitors

Alternatives to Optio Incentives: companies ranked in the same lists.

• Carta
• Ledgy
• Fidelity Private Shares
• Cake Equity
• Mantle
• Qapita
• Eqvista
• EquityList
• Astrella
• Vestd
• Morgan Stanley Bank, N.A.
• Global Shares (J.P. Morgan Workplace Solutions)