Cap Table and Shareholder Record Management

Manage your cap table and shareholders like the pros

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Comprehensive Cap Table Management, Shareholder Recordkeeping and Compliance Solutions

Spend your time doing what you do best, while we help you stay compliant.

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Cap Table Management

Track authorized, issued, and outstanding shares for multiple classes of stock and warrants.

Shareholder Recordkeeping & Communication

Track your shareholders and effectively communicate with them.

Crowdfunding Support Solutions

Use our CloudFunding offering portal to raise capital on your own website.

Comprehensive Compliance Solutions

Use our SEC Filing Agent to file all SEC filings, including required offering documents for Reg D, Reg A, & Reg CF offerings.

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Give us a call or send us an email and we will get back to you as soon as possible!