Professional-grade tools designed for modern equity management and compliance
Live synchronization of all equity changes across your organization with instant updates for all stakeholders.
Model funding rounds, exits, and equity events with powerful what-if analysis and waterfall calculations.
Comprehensive support for US and EU entities with built-in compliance for multiple jurisdictions.
Complete audit trail with version history, allowing you to track and revert changes with confidence.
Bank-level encryption and security with role-based access control and SOC 2 compliance.
Stay compliant with automated regulatory filings, deadline reminders, and audit-ready reports.
Everything you need to manage equity from incorporation to exit
Manage unlimited share classes with custom rights and preferences
Secure portal for investors and employees to access their holdings
Store and manage all equity-related documents in one secure place
Streamlined approval workflows for all equity transactions