Equity Compensation

Advisory Services


Our hands-on approach ensures that your equity plans and processes perform at maximum efficiency and effectiveness. 


CompIntelligence Advisory Services

Our hands-on approach ensures that your equity plans and processes perform at maximum efficiency and effectiveness. We work hand-in-hand with you to understand existing practices and provide the expertise you need.


The CompIntelligence team is made up of equity compensation professionals, with experience with all leading systems and best practices. Our subject matter experts are well versed in business process design and implementation, compliance, proxy reporting, best practices, and participant communication strategies. We help guide you with a customized strategic plan to meet your unique business needs.


Procedures Review & Recommendations

Many companies struggle with inefficient or manually intensive processes. Our experts compare existing processes against industry benchmarks, provide detailed recommendations for improvement, and help implement the changes that you wish to adopt.



We work with your internal stakeholders to identify and document your current equity administration procedures. The result is a 200-300 page desktop manual, providing the reader with step-by-step instructions on each process.


Participant Training

An equity compensation plan is an important employee benefit, so it is crucial to adequately communicate its value to participants. CompIntelligence will partner with you and your broker to deliver all levels of employee training, on-site or online. Training can be performed for all plan participants or special groups, like new participants, executives, or managers.


New Hire Transition & Training

Training is designed to ensure internal staff have the knowledge they need to administer equity plans. New hires, new plans, new systems, and new brokers are all excellent times to get additional training for your staff.


IPO Guidance

For newly-public companies or companies about to IPO, focusing on all aspects of your equity compensation plan needs. We conduct a comprehensive set of transition activities, including reviewing changes in your equity compensation program, analyzing your needs and assisting with an administration solution, and implementing a new solution.


New Plan Rollout

We’ll guide you through the rollout of your new plan, or add features to existing plans. We create and manage a detailed plan to ensure milestones are met on time and provide guidance based on extensive experience.


Corporate Actions & Special Projects

Get expert assistance with Corporate Actions and special projects including stock splits, dividends, mergers and acquisitions, rights issues, spin-offs and more. We act as a liaison between your internal stakeholders and external vendors, run status meetings, and serve as an expert advisor to answer questions along the way.