Simplify the way you track cost basis

Transparency into your cost basis has never been clearer.

Helping industry leaders enhance operations and delight shareholders

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How Nth round works for Tracking Cost Basis

Effortless Cost-Basis Tracking for Shareholder Administrators.

Improved Accuracy

Automate tracking and  reduce the risks of manual data entry

Ensure your cost basis is being recorded and tracked accurately, reducing the risks of recordkeeping errors come tax season.

Increased Visibility

Take control over your cost basis information

View a clear breakdown of cost basis regardless of complexity, from inherited stock to purchased rental properties.

Clear Communication

Simplify shareholder interactions

Meet the modern demands of your shareholders by providing a single, secure repository for cost basis tracking and other important documents.

Cost Basis Navigator

Use our free tool to get information about how to calculate your cost basis.

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More than just software

Nth Round is your strategic partner in equity management, seamlessly integrated into your team.

Nth Round is a leader in Equity Management on G2 Nth Round is a leader in Equity Management on G2 Nth Round is a leader in Equity Management on G2

Impressive functionality, phenomenal client service

“They have transformed the equity experience from both a back-end administrative perspective as well as a front-end experience for our shareholders. We have over 600 shareholders using the product today and our folks love it.”

Eric E.

Vice President, Financial Planning & Analysis

Comprehensive solution with impeccable support

“Our experience with Nth Round has been very positive. They have been very flexible in adapting their platform to meet our exact needs and their level of in-house expertise has been very valuable for us.”

Carlos E.

Chief Operations Officer

World-class investor portal

“My VC firm has been relying on Nth Round for communicating with our investors for the last two years. I wanted to elevate the reporting experience to our investors and my firm achieved that with Nth Round."

Stephanie S.

Investor Relations

An excellent management tool

“Nth Round offers an incredible tool to manage cap tables and communicate with our Limited Partners. We've worked closely with the Nth Round team to extend and improve the capabilities of our portal, and the customer service is unbeatable."

Emma B.


Best way to manage equity and delight investors

“Nth Round team’s quick responsiveness and reliable service sets them apart from other investor portals and equity management software. I love how easily Nth Round can track and manage multiple equity classes and investors on our cap table."

Evan K.

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The right Nth Round for your business

See how you can start getting clarity around cost basis today

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Cost Basis FAQs

What is cost basis tracking?
Why is cost basis tracking important?
How is cost basis calculated for different types of assets?