Seamless collaboration through access and permission management
Access your clients' entire capitalization history and view their cap table at any given date
All your clients' legal documents are available in one place and organized using a predefined nomenclature
Easily retrieve all information and documents related to a beneficiary
Save time and gain efficiency
Thanks to mail merge, stop wasting time preparing documentation: your templates are automatically personalized with information relevant to each beneficiary
Send documents for electronic signature, in compliance with the European eIDAS directive, and track and follow up instantly
The securities movement register and dematerialized shareholder accounts are synchronized with the cap table
Prepare your clients' governance events in just a few clicks
Creation of governance groups: a dedicated list and tracking for each body
Automatic listing of holder classes based on the capitalization table
Automated participation tracking: secure sending of notices, monitoring and follow-up of participations, and electronic signature of proxies
What our clients say about us
" 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."
The benefits of Equify for managing your clients' corporate affairs
Reliability
Efficiency
Collaboration
Global vision
Security
A reliable and error-free capitalization table
Automatic updating of your clients' capitalization table and securities movement register based on recorded transactions.
Benefit from the same evidence guarantees as the paper register and centralize your clients' legal documentation while gaining reliability: avoid errors thanks to a single source of information.
.png)
.png)
