Equity Managed.
Simple and Secure.

Manage your private company shareholder and employee stock plan data in real-time with our private blockchain-enabled platform. Our solution scales to any size company, anywhere in the world.

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Unmatched technology to manage your ownership data.



Blockchain

Private Blockchain

Your information is secure, unalterable, and always at your command.
predictive-chart

Predictive Analytics

Our platform continuously adapts and grows smarter, saving you time and effort.
artificial-intelligence

Artificial Intelligence

Precise forecasts of future ownership actions and outcomes.

Transparent pricing makes it easy for you.


Pricing

  • Advanced technology cap table management
  • Quick, simple and secure setup
  • Employee stock plan tracking
  • Scenario planning/waterfall tools
  • Robust reporting capabilities
  • AI-powered features to drive efficient usage
  • Private blockchain to track genealogy of a share
  • Access to our world class partner ecosystem
  • Investor and employee mobile app
  • Month-to-month contract and online payment
  • Structured and globally compliant document vault
  • Regulatory compliance requirements such as 701 compliance

*409A Valuation available at an additional fee

Powered by AST. Partnered with the best.

Preferred Return
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Needham
Aspen HR
Standish Management
Insperity
Equilar
Equityzen
Roseryan
liquidstock
Derivatas
Wealthramp
Economic Partners
Kranz
NUA Group

Built by experts. Trusted by professionals.

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