Nth Round | Reporting

Tailored Solutions for Private Companies

Reporting That Works for Every Stakeholder

From shareholder statements to board-ready cap tables, Nth Round makes it simple to deliver accurate information at any time.

Simplify Board Reporting

Create polished, board-ready reports on demand so leadership can focus on strategy, not spreadsheets.

Strengthen Confidence

Deliver clear, professional statements that keep every shareholder informed and engaged.

Unlock Deeper Insights

Segment ownership by class, demographic, or custom tags to surface trends and make smarter decisions.

Save Valuable Time

Eliminate duplicate work and scattered files by creating reports from one accurate, centralized source.

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

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

Trusted advisors, tailors product to fit clients needs

“Amazing client onboarding program - the implementation team bared the burden and guided us every step of the way. Rapidly became trusted advisors for our equity management decisions and administration. No other solution included product for small to midsized privately held corporations."

Beth B.

Chief Financial Officer

Great product and excellent support

“The product has streamlined our partner tracking, improved communications, and enhanced security of financial information. Our customer success representatives are extremely helpful and they deliver the best service I have ever experienced from a vendor.”

Joan R.

Chief Financial Officer

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.

Director

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.

Analyst

the backbone of your equity management strategy

Purpose-Built Reporting for Private Companies

Create accurate, compliant, and professional reports that meet the expectations of boards and stakeholders.

Export Cap Tables

Download current versions and historical snapshots with in just a few clicks.

Generate Statements

Produce on-demand reports that summarize equity data and activity for shareholders.

Deliver Securely

Distribute statements, amendments, or tax documents through a central, private portal.

Tag and Segment

Slice data by class, demographic, or custom tag for greater insights into ownership.

Centralize Reports

Give boards, shareholders, and administrators a secure portal to access the information they need.

Rely on Nth Round

Work directly with your dedicated support team to ensure reports are managed with confidence.

A Platform Built with Purpose

Complexity is our Specialty

We excel in managing intricate and unique equity scenarios, providing tailored solutions and premier support that ensures accuracy and compliance, no matter how complex your ownership structure.

Family Businesses

Manage Multi-Generational Equity Seamlessly

Experience the peace of mind that comes with streamlined governance and secure, real-time equity management tailored to the intricate needs of family enterprises.

Learn More

Take Assessment

PE-Backed, LLCs, & C-Corps

Optimize Equity Across Multiple Entities

Transform the equity experience with seamless administrative efficiency on the back-end and an engaging, transparent interface for shareholders on the front-end.