SECURE DOCUMENT STORAGE

ORGANIZE ALL YOUREQUITY DOCUMENTS

Centralize, secure, and organize all equity-related documents. From share certificates to legal agreements, keep everything accessible and compliant.

DOCUMENT CATEGORIES

EVERY DOCUMENT
ORGANIZED

From certificates to compliance, manage all your equity documents in one secure platform

Share Certificates

1M+ certificates managed

Digital and physical share certificates with tamper-proof security and blockchain verification.

  • Digital certificate generation
  • Blockchain verification
  • Tamper-proof security
  • Automated certificate updates
  • Bulk certificate processing

Legal Agreements

500K+ agreements stored

Store and manage all equity-related contracts, option agreements, and legal documents.

  • Contract version control
  • Template library
  • Digital signatures integration
  • Automated reminders
  • Compliance tracking

Compliance Filings

100K+ filings managed

Organize regulatory filings, tax documents, and compliance reports with automated tracking.

  • Regulatory filing organization
  • Deadline tracking
  • Automated compliance alerts
  • Audit trail maintenance
  • Multi-jurisdiction support

Corporate Records

50K+ corporate records

Comprehensive corporate record keeping including board resolutions and meeting minutes.

  • Board resolution storage
  • Meeting minutes archive
  • Corporate policy documents
  • Shareholder communications
  • Historical record keeping

ADVANCED DOCUMENT FEATURES

Powerful tools for managing, searching, and collaborating on your equity documents

Bank-Level Security

Enterprise-grade encryption and security for all your sensitive equity documents

Advanced Search

Powerful search capabilities with OCR, metadata indexing, and smart filtering

Automated Organization

AI-powered document categorization and intelligent folder structure

Collaboration Tools

Share documents securely with team members and external stakeholders

Version Control

Complete version history with change tracking and rollback capabilities

Smart Reminders

Automated alerts for document renewals, compliance deadlines, and reviews

SIMPLE DOCUMENT WORKFLOW

From upload to organization, our AI-powered system handles the complexity

01

Upload Documents

Drag and drop or bulk upload documents with automatic categorization

02

AI Organization

Automatic tagging, categorization, and metadata extraction

03

Secure Storage

Bank-level encryption and secure cloud storage with backup

04

Smart Access

Role-based access control and intelligent search capabilities

SEAMLESS INTEGRATIONS

Connect with your existing tools and workflows

📝

DocuSign

Seamless digital signature workflows

☁️

Google Drive

Sync with existing cloud storage

📦

Box

Enterprise file sharing integration

💧

Dropbox

Cloud storage synchronization

🔷

SharePoint

Microsoft collaboration platform

☁️

OneDrive

Microsoft cloud storage

SECURE YOUR
EQUITY DOCUMENTS

Centralize, organize, and protect all your equity documents with enterprise-grade security.

Bank-Level Security
AI-Powered Search
Team Collaboration