Streamline the management of your portfolio companies
Access the complete history of your investments and view their capitalization table at any time
All legal documents related to your investments are stored in one place, classified using a predefined nomenclature
Effortlessly locate all data and documents associated with a beneficiary
Ensure reliable record-keeping for your portfolio companies
Minimize the risk of error: the securities movement register and dematerialized shareholder accounts are synchronized with the capitalization table
Consistency and reliability of employee data guaranteed through HRIS integrations
A single source of information: put an end to the proliferation of tracking files for your portfolio companies
Improve efficiency in managing your investments
Automated tracking of participation in governance events: secure sending of meeting notices, monitoring and follow-ups of participations, and electronic signature of proxies
Integrated electronic signature compliant with eIDAS and automatic filing of documents in the legal library: stop wasting time on document exchanges
Access and permission management for your portfolio companies and your partner law firms and accounting firms
What our clients say about us
" Equify allows us to collaborate effectively with our clients in maintaining an up-to-date capitalization table and to quickly and reliably find information and documentation related to our clients' capital operations"
" We could not have imagined closing our fundraising without Equify. It's like trying to establish financial statements without an accounting software "
" Equify has enabled us to promote the share grants to our teams and has greatly facilitated their monitoring "
"Equify allows us to have a single source of truth for everything related to the structure of share capital and its history. It would be at the very least difficult, if not impossible, to do without it."
" Equify has transformed the management of our corporate legal into a tool for building loyalty and engagement of our investors and employees "
" Equify allows us to collaborate effectively with our clients in maintaining an up-to-date capitalization table and to quickly and reliably find information and documentation related to our clients' capital operations"
" We could not have imagined closing our fundraising without Equify. It's like trying to establish financial statements without an accounting software "
" Equify has enabled us to promote the share grants to our teams and has greatly facilitated their monitoring "
"Equify allows us to have a single source of truth for everything related to the structure of share capital and its history. It would be at the very least difficult, if not impossible, to do without it."
" Equify has transformed the management of our corporate legal into a tool for building loyalty and engagement of our investors and employees "
" Equify allows us to collaborate effectively with our clients in maintaining an up-to-date capitalization table and to quickly and reliably find information and documentation related to our clients' capital operations"
" We could not have imagined closing our fundraising without Equify. It's like trying to establish financial statements without an accounting software "
" Equify has enabled us to promote the share grants to our teams and has greatly facilitated their monitoring "
Security & data protection
We apply the highest European security standards to protect your data.
GDPR compliance
Our privacy and personal data processing policy complies with the General Data Protection Regulation.
Data hosted in France
Your data is constantly replicated in separate data centres, all located in France, guaranteeing data integrity and availability in all situations.
Encryption
All your data, including backups, are encrypted during both transmission and storage (AES-256 algorithm).
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