We have partnered with the best in class equity management, finance, and business intelligence to better serve our clients.

Deloitte FinTech Company of the Year Winner & leading global provider of Equity Compensation Management Solutions. Efficient and cost-effective Stock Option & Equity Plan Administration Solutions Software for equity plan management.

Cyndx Owner lets you control your company’s cap table securely through the cloud. At just $10 per month, Cyndx Owner is the most affordable, powerful way to manage your firm or portfolio company’s equity.

A leading provider of software and services for equity compensation and financial disclosure management and reporting. Founded in 2002, Certent serves more than 2,400 public, private, and pre-IPO companies with innovative stock plan management, regulatory compliance and reporting technology.

Sophisticated software and technology to transform managing your cap table, company shares, valuations and more, in an easy and effective way. Incorporate your company and manage your equity all in one place without all the extra work.

Automate the painful, time consuming tasks that burden business owners, entrepreneurs and executives. The company offers a smart finance and accounting platform that enables businesses to operate in real time with automated bookkeeping, proactive alerts, at-a-glance performance metrics and more.

An all-in-one business platform that helps companies navigate and efficiently manage all their corporate business activities. KoreConX cap table solution allows you to manage all the securities your company issues: equity, debt, SAFE, CrowdSAFE, promissory notes, debentures, and options and warrants.

Visible is an investor reporting platform used by company founders across the globe. Provide your investors with professional updates that combine key business data with narrative insight. Leverage and engage your existing investors, find new investors, and nurture potential investors using Visible.

Equity Token is an equity management platform supporting the creation of tokenized equity. Equity Tokens can be instantly transferred, offer a shorter path to liquidity, provide global investor access, lower transactional fees, increase transparency, and much more.

Equify empowers founders to grant equity in just minutes to advisors and service providers, using a web-based process that is fast, simple, affordable, and legally compliant (created by top startup and tax attorneys for use in their own startups). Founders use Equify to preserve cash while retaining top tier talent. Advisors and service providers love the ability to earn a piece of the upside, track shares, and delay taxes until there is a liquidity event.

Interested in Partnering With Us?

If you want to go fast, go alone
If you want to go far, go together

– African Proverb