Track and Manage your Gift Transfers

Nth Round helps reduce the burdens of gift transfers, so that you can stay up-to-date and unburdened come tax season.

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Software to simplify and streamline gift transfers

Complex ownership structures can make it challenging to track gift transfers. With Nth Round, you can track and manage the entire process alongside of all your other equity-related activities.

Handle complexity

Quickly import any size cap table, and gain immediate control over your entire equity experience. Minimize data integrity errors with clear, easy-to-use, back-office workflows that make tracking gift transfers and valuations a breeze.

Communicate instantly

Automate and consolidate shareholder communications with Nth Round to eliminate the constant cat-herding of documents and data, especially around tax season.

Report seamlessly

Whether you are a data analyzer or a decision maker, Nth Round helps you streamline the painstaking effort of building, distributing and accessing reports and tax documents.

Helping industry leaders enhance operations and delight shareholders

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We recently completed our annual proxy voting through Nth Round’s platform, which went smoother than ever. The participation rate that we achieved was one of the highest we’ve seen, and we’ve heard nothing but positive feedback from our shareholders.
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Ann Hook
Assistant General Council,
Shareholder Relations Specialist
Asplundh video

Cost Basis Navigator

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

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Improve your gift transfer tracking today!

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Gift Transfer FAQs

What exactly are gift transfers?
What is equity management software, and how does it help with gift transfers?
What are the main challenges to managing gift transfers properaly?
Can Nth Round help with other aspects of equity management beyond gift transfers?