Meet the unique challenges of equity and ownership with a modern platform that enables you to operate, communicate, and engage all in one place.
Request DemoDigitize your proxy voting process with custom workflows that allow your shareholders to access, vote and submit all in one place.
Deliver your message to the right people at the right time. Personalize based on any tag or filter, and give your shareholders the engaging experience they expect.
Create an unparalleled ownership experience by providing your shareholders a modern, private environment that highlights ownership value and company vision.
Maximize growth opportunities by streamlining your back-office operations while simultaneously building an unparalleled, modern experience for shareholders.
Send personalized group emails to filtered cohorts of shareholders, employees, and partners. Share performance reports, tax documents, and company updates with ease.
Create liquidity between employees, shareholders or newly invited participants in your private trading environment.
View your Capital Account to see key fund metrics, quickly view and download quarterly statements, and track events and transactions like capital calls.
Manage multiple funds and entities all in one place. Filter and sort by fund type, investment size, and custom tags.
Delight your investors with a single environment to view fund performance, monitor company updates, and quickly access important documents like K-1s and quarterly statements.
Empowering private businesses to streamline equity management, strengthen governance and enhance shareholder communication.
