Transfer Agent Service
The Crowdfunding Transfer Agent
Focus on growth – We’ll handle investor and cap table management so you can continue growing your crowdfunded startup.
Key Features
Feeling Overwhelmed by Investor Management? We’ve Got You Covered.
Effortless-ize Cap Table Management
- Seamlessly update cap table based on corporate actions & share transfers
- Manage noteholders and option holders as their holdings convert.
Streamline Investor Communication
- Easily send investor updates to all investors at once
- Let us handle investor inquiries
Visualize Future Growth & Dilution
- View a summary of your cap table
- See how future dilution from noteholders and option holders affects your cap table
Key Features
Feeling overwhelmed by investor management? We’ve got you covered.
Effortless-ize Cap Table Management
- Seamlessly update cap table based on corporate actions and share transfers
- Manage noteholders and option holders as their holdings convert.
Streamline Investor Communication
- Easily send investor updates to all investors at once
- Let us handle investor inquiries
Visualize Future Growth & Dilution
- View a summary of your cap table
- See how future dilution from noteholders and option holders affects your cap table
Easy Setup
Getting set up is quick and simple - No matter the number of investors
Create Your Account
Sign up then add your company information, including: Company Name, Address, Company Logo and more.
Upload Your Investor Data
Easily upload your investor information one at a time, by uploading a CSV file or by using our One-Click Sync to pull data directly from your crowdfunding campaign.
Add Valuations
Add valuations from your past rounds so investors portfolios can update with estimated values.
Additional Perks
Communicate with shareholders, conduct voting, and manage SPVs - All from one platform
Bulk Messaging
Send updates, announcements, or custom messages to all shareholders in seconds. No need for multiple email chains or external tools—everything is now in one place.
Proxy Voting
Create proposals for corporate actions and collect votes on them directly through the platform. Once voting concludes, you can view real-time results.
SPV Management
Add and manage SPV investors directly within the platform, ensuring that all shareholder information is up-to-date and accurately reflected on your cap table.
Easy Setup
More investors doesn’t have to mean higher costs.
Transfer Agent Service
Cap Table Management specifically designed for crowdfunding raises.
- Manage Shareholders: Maintain an accurate and up-to-date cap table, including tracking ownership and facilitating share transfers.
- Support Convertible Noteholders and SAFEs: Seamlessly convert notes and SAFEs into equity, whether manually or automatically.
- Administer Stock Option Plans: Establish and manage stock option pools for employees and advisors with ease.
- Facilitate SPV Management: Track ownership and communicate directly with SPV investors to ensure cap table accuracy.
- Simplify Voting and Corporate Actions: Collect and manage shareholder votes for corporate actions, elections, and other important decisions.
$239.99/mo
for 299 shareholders or less.
$339.99/mo
for 300 shareholders or more.
Get Started!
Let’s take cap table management
off your plate.
Let’s get started
Ready to get started?
Ready to simplify your cap table and investor management? Our team is here to help every step of the way. Whether you’re launching a crowdfunding raise or managing an existing one, let us take care of your transfer agent needs.
Simplify your cap table
Whether you’re managing a handful of investors or thousands, we simplify shareholder management, ensure compliance, and streamline communication so you can focus on growing your business.
Quick and easy to get started
Simply upload your CSV file, and we’ll automatically populate your shareholder records in minutes. No hassle, no manual entry.