J.P.Morgan Workplace Solutions Pros and Cons

I wasn't entirely sure what to expect when I signed our company up for the J.P.Morgan Workplace - but it wasn't the full white-glove service I received!

In an effort to uplevel our Captable to a digital platform, I reached out to explore what features it offered and what the onboarding would entail. From beginning to end, working with the team was a complete joy (how often can we say that- but it's true!). The platform provides such a wide range of useful features from easy document storage, the ability to manage, edit, and share the captable with varying degrees of access, to providing the option of running different scenarios so you can see how certain investments or share allocations would impact the overall cap table. Amazingly well designed!

I was fortunate enough to work with a gentleman named Colm for the onboarding- and he was exceptional in providing guidance and requesting documentation, so he (yes, HE!) could upload and input all of the information onto the platform. Whiteglove service with the patience of a saint! He made it so easy and we are looking forward to diving in and sharing this with our stakeholders and using this platform to help inform decision-making as we continue to grow. Incredible product and incredible service! Review collected by and hosted on G2.com.

I have yet to come across any downsides... Review collected by and hosted on G2.com.

I looked at all the cap table platforms (Carta, Pulley, Cake, Fidelity). All the other platforms wanted thousands of dollars a year for what is a better version of a spreadsheet. JPM, on the other hand, is free up to 100 users and they still did all the onboarding and several calls to show off their platform. The platform is also easy to use, and I trust them to keep our data confidential since they are a big institution with robust compliance (some of the other cap table companies have had problems in this area). Review collected by and hosted on G2.com.

The only drawback is that they don't provide 409A valuations as part of the platform (something about conflicts). But they put you in touch with several providers that charge inline with the market standard. Review collected by and hosted on G2.com.

The product is incredible - provides nearly everything of what I need. The onboarding experience was superb, with multiple people on the team at JP Morgan Workplace helping to ensure I was set up correctly. Since being set up I've now utilised this on an almost daily basis - providing key highlights to our current and potential stakeholders and also being confident with the solution. Review collected by and hosted on G2.com.

A key missing feature for me personally is that I cannot add multiple stakeholders from the same entity as people to view and access the cap table, their share certs etc. Review collected by and hosted on G2.com.

There has been a lot to like about working with JP Morgan. Every step of the way they have been helpful and informative. From my first interactions with Molly Koehler to having Eoin Moynihan and Aaron Ward onboard me and help me with set up, everything has been an excellent experience. Plus, their software is so intuitive and easy to use I can't imagine going with someone else. Review collected by and hosted on G2.com.

We have not experienced any downsides at this point. Everyone is helpful and reachable when we need anything. Review collected by and hosted on G2.com.

I love the centralized integration of various business-related tasks, which enables life science companies to focus their efforts on R&D activities, as well as the unmatched customer service they provide. Review collected by and hosted on G2.com.

So far, there is nothing that I dislike. Review collected by and hosted on G2.com.

The application allows us to understand our cap table as well as equity for our team members. It was a great onboarding process made easy by Juliette. It was great to talk with someone who knew about our business. Review collected by and hosted on G2.com.

JPM Workplace Solutions doesn't really describe the value of the application in my opinion. To date, there is nothing we dislike about the application. Review collected by and hosted on G2.com.

Cap Table Management is for both founders and investors. It is very easy to use and highly user-friendly. I sincerely appreciate a prompt response when I need assistance. It is also simple to operationalize. Review collected by and hosted on G2.com.

The Cap Table does not communicate with third-party systems. Therefore, updating and exporting records requires manual steps. Review collected by and hosted on G2.com.

Maria was excellent to deal with, very responsive, helpful and patient. She always took the time to address any of our queries and explain the system in simple terms. The overall process has been painless, and other companies could learn a thing or two about customer relations from Maria and JP Morgan. Review collected by and hosted on G2.com.

Our setup required some technical calculations which took some time on our end to work out, but besides that it was a very positive experience. Review collected by and hosted on G2.com.

Easy to switch from our other vendor, and cost effective. Review collected by and hosted on G2.com.

Nothing that came up during the onbardign process. Review collected by and hosted on G2.com.

Simplifying the cap table, nice visuals to show investors & ESOP and ability to export data Review collected by and hosted on G2.com.

None so far but am new to the process but satisfied with support to date and know who to contact of issues.

Would be great to incorporate exit scenarios / inflections to show a waterfall when exit occurs to potential investors and ESOP Review collected by and hosted on G2.com.