Connect to equity like never before by getting out of the rigid confines of spreadsheets and into dynamic software purpose-built to streamline workflows, track ownership, and monitor transactions with ease.
request demoLive chatManage as many investors, prospects, funds, and direct investments as you need—all in one place. Use custom tags to sort, filter, and create special cohorts to visualize the entire equity picture.
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Track commitments with confidence. A dynamic dashboard provides full transparency of ownership, from investment type to key vesting events. Access on-demand from your mobile phone or export with a click of a button.
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Save time and reduce stress by recording all equity-related events in a single environment. Streamline efforts by consolidating key events, like capital calls and distributions, as well as transactions, like new issues and issues, that can be accessed on-demand or exported.
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Empowering private businesses to streamline equity management and strengthen shareholder relationships.
