Nth Round | Shareholder CRM

Tailored Solutions for Private Companies

Your Single Source of Truth for Shareholder Data

From personal details to banking information, Nth Round helps you consolidate and secure shareholder information all in one place.

Reduce Risk

Eliminate errors and protect sensitive shareholder data with secure, centralized recordkeeping.

Save Time

Free your team from chasing updates and reconciling multiple files across systems.

Gain Visibility

Access a complete, organized view of every shareholder detail for confident decision-making.

Build Trust

Demonstrate transparency and reliability by maintaining complete, accurate records everyone can depend on.

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

A Modern CRM Built for Shareholder Management

Nth Round goes beyond generic CRMs with tools designed specifically for shareholder administration. Every detail is secure, organized, and tailored to your equity management and governance needs.

Store Sensitive Info

Record SSNs, EINs, DOBs, addresses, and more all in one place without the administrative burden.

Manage Banking Info

Collect and maintain shareholder payment details for ACH distributions and liquidity events.

Replace Spreadsheets

Stop using Excel or legacy platforms to keep track of sensitive shareholder information.

Control Access

Set permissions that determine what shareholders can view and what they can update themselves.

Customize Fields

Tailor the CRM to your governance and reporting needs with flexible, admin-defined fields.

Get Ongoing Support

Work alongside your Nth Round support team to your setup and maintain your CRM.

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.

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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.