Platform
Ownership
Cap Table Mangement
Keep ownership records accurate and up to date.
Cost Basis Tracking
Simplify recordkeeping & tax prep with clear basis history.
Digital Ledger
Record every contribution, dividend, and payout event.
Engagement
Shareholder Portal
Create a seamless shareholder experience for everyone.
Proxy Voting
Streamline voting workflows and boost participation.
Signature Workflows
Collect signatures on critical documents with full visibility.
Shareholder CRM
Manage key shareholder data & details all in one place.
Administration
Document Distribution
Centralize and share K-1s, reports, and updates securely.
Reporting
Generate on-demand reports for boards and shareholders.
Stock Certificates
Design, issue, and track every unique digital certificate.
Liquidity
Buy/Sell Windows
Host and administer structured liquidity events for shareholders.
Redemptions
Simplify redemption windows and approvals.
Solutions
Family Businesses
Streamline shareholder administration and strengthen governance across generations.
Private Companies
Simplify equity management and bring clarity to complex ownership structures.
Resources
Blog
Explore insights on equity, governance, and shareholder management.
Governance Insights Newsletter
Stay ahead with practical ideas and perspectives on private company governance.
Communications eBook
Learn strategies to simplify shareholder communication and strengthen trust.
Pricing
Why Nth Round
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