Secure shareholders management and save time on the preparation and monitoring of your equity transactions

 

secure shareholder management

They trust us

  • Cap Table example

    Keep your capitalisation table reliable and up to date with just a few clicks

    • Carry out your capital transactions thanks to guided workflows
    • The capitalisation table, the share ledger and the shareholders'account are automatically updated
    • Find all your capital history and consult your capitalisation table at any date

    Collaborate easily with your stakeholders

    • Share your capitalisation table and documents to your investors in one click
    • Allow your employees with equity to find their documents and all the information relating to their securities (acquisition schedule, expiration date) via their Equify personal account
    • Send your documents for signature using the unlimited electronic signatures feature, your signed documents will be automatically saved in the smart legal library
    example of share portfolio
    Example of templating feature

    Save time and legal fees

    • Your capitalisation table and your legal registers can be consulted, exported and shared at any time
    • Your template documents are customizable in a few clicks thanks to the templating feature
    • All your legal documents are available in one place and organized using a pre-defined classification

    What our clients say about us

    Why you'll love Equify 

    Thunderbolt
    Capitalization
    Rocket

    One reliable source

     All your equity elements are brought together, synchronised and compliant

    Your shareholding under control

    You have control over your operations, legal records and legal documents

    Ready for every phase of your development

     
    Prepare fundraising, engage talents through employee share ownership and manage governance in one secure place
    Share

    Collaborative platform

    Personalise your models and send them for signature, share the information with your shareholders via their personal spaces and collaborate with your law firm(s)

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    Smart legal library

    All documents relating to shareholding or governance are organized using a standardized classification, and centrally and securely stored

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    Customer service

    Need help ? Our Support team is available at any time via chat or email

     

    Security & data protection

    We apply the highest European security standards to protect your data.


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    GDPR compliance

    Our privacy and personal data processing policy complies with the General Data Protection Regulation

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    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

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    Encryption

     All your data, including backups, are encrypted during both transmission and storage (AES-256 algorithm)


    Take back control of your shareholding!