How Green Park & Golf manages their complex cap table on Nth Round

The Challenge

Prior to Nth Round, we were managing our complex cap table in static spreadsheets–manually collecting and entering data, wrangling paperwork from hundreds of investors, and painstakingly aggregating data to produce reports. The resource constraint was significant. We needed a dynamic, scalable solution to help us streamline workflows on the backend while delighting shareholders on the frontend.

I track and manage 110 equity classes and 334 investors on our cap table, which takes a mountain of effort to maintain efficiently in an Excel spreadsheet. Now that I’m using Nth Round, that painstaking friction is gone.

The decision to choose Nth Round was easy; not only did their platform alleviate all of my initial challenges, but it enhanced other processes I didn’t even realize could be improved to such a significant degree. The investor portal provides a centralized, secure environment for our investors to easily access important information and interact with equity like never before. The level of transparency I’m able to provide through Nth Round keeps our investors engaged as GP&G continues to grow.

‍

The Solution

Among the many available features, the biggest benefit for me is the dynamic cap table tools. I track and manage 110 equity classes and 334 investors on our cap table, which takes a mountain of effort to maintain efficiently in an Excel spreadsheet. Now that I’m using Nth Round, that painstaking friction is gone. Through the cap table, I can filter, sort, and tag my investors into specific groups to visualize ownership more strategically. I can also send mass emails to individual investors right from the cap table itself, ensuring that the investors that make GP&G possible are always in the loop. It’s an invaluable feature.

Nth Round was able to set up our portal in three weeks. 300+ investors, 100 SPVs, 500+ events—all of it seamlessly uploaded and integrated 5x faster than anticipated.

Nth Round also allows me to easily record all our equity-related activities—from distributions and capital calls to buy backs and valuations. I am even able to instantly cross check the data for accuracy and export a report. It’s an immensely valuable feature of the platform.

‍

The Differentiator

Lastly, the Nth Round team’s quick responsiveness and reliable service sets them apart from other investor portals and equity management software. When we decided to start onboarding with Nth Round, I assumed it would take at least three months to get all our data imported. Nth Round was able to set up our portal in three weeks. 300+ investors, 100 SPVs, 500+ events—all of it seamlessly uploaded and integrated 5x faster than anticipated. In addition, the Nth Round team was willing to implement custom solutions to ensure that we were getting the highest value out of their product. The portal itself has a great deal of GP&G branding, confirming that the Nth Round team reliably puts its customers first. It is clear that Nth Round Customer Success provides the best service from any other provider we’ve experienced. 

Overall, Nth Round is the modern combination of enterprise-grade investor portals, fund reporting tools, data rooms, and investor relations capabilities. And, unlike many of their competitors, it’s cost-effective! The ability to track ownership, communicate directly with investors, and build custom reports all from a single, secure environment has saved our team an average of 5 hours a week spent on administrative workflows.

The Nth Round team is a pleasure to work with, and I would recommend this platform to anyone struggling with managing equity in spreadsheets, just like I was.