SHAREHOLDER MANAGEMENT SOFTWARE

When Shareholder Management Outgrows the Spreadsheet.

Bring complex ownership, shareholder records, distributions, communications and transactions into one secure platform built for private companies.

Shareholder management software consolidating spreadsheets, shareholder records, distributions, and communications into one secure Nth Round platform
GROWTH BRINGS COMPLEXITY

Shareholder management gets harder as ownership grows.

What works with a simple cap table quickly breaks down as you add investors, issue equity, make distributions, and manage ongoing communications.
stacked documents
Fragmented records
Hand with a coin depicting distributions
Manual Distributions
envelope depicting communication
Disconnected communications
Arrows showing transfer of ownership
Complex ownership
events
IS YOUR PROCESS KEEPING UP?

See How Your Shareholder Operations Stack Up

Illustration of a checklist with four completed items on the left and a circular progress chart on the right, both highlighted with a soft glow against a dark background.
Assess how your organization manages ownership, governance, shareholder administration, and the processes that become more complex as you grow.
Take the Assessment →
A MODERN PLATFORM FOR OWNERSHIP OPERATIONS
A MODERN PLATFORM FOR OWNERSHIP 
OPERATIONS

Everything you need to manage shareholders with confidence

Nth Round brings your ownership records, distributions, communications and transactions together in one secure, easy-to-use platform.
Laptop screen showing an admin dashboard for shareholder management platform with menu options including Home, Shareholders, Ledgers, Reports, Tax Preparation, Payments, Signatures, Voting, Survey, Buy Sell, Shareholder Portal, Company Settings, and Product Updates. Active campaigns listed with status. Around the laptop are labeled icons for key features: Shareholders, Ledgers, Reports, Requests, Signatures, Shareholder Portal, Company Settings, Voting, Payments, Tax Preparation, and Home. Bottom text highlights benefits: Less manual work, Greater accuracy, Happier shareholders.

Shareholder Records

Maintain a single source of truth for your cap table, shareholders, equity awards, and ownership history.
A teal check mark inside a partial circular arrow, symbolizing verification or completion.
Real-time cap table
A teal check mark inside a partial circular arrow, symbolizing verification or completion.
Complete ownership history
A teal check mark inside a partial circular arrow, symbolizing verification or completion.
Audit-ready records
A teal check mark inside a partial circular arrow, symbolizing verification or completion.
Eliminate spreadsheet risk
Shareholders table listing 18 users with columns Name, Classes, Shares, Ownership, and Tags; users like Alexander Reed, Amelia Grant, Benjamin Carter, Birchwood Family Trust, Cedar Grove Partners, Daniel Lawson each with Class C shares, number of shares, ownership percentage, and tags such as Founder, Employee, Executive, Family Trust, Institutional Investor; totals show 621,625 shares outstanding and approved, and 0 shares committed; options to add new user, send email, export cap table, view historic cap table, and show treemap.

Distributions & Transactions

Manage distributions, ownership changes, transfers, and other recurring workflows without relying on spreadsheets or disconnected systems.
A teal check mark inside a partial circular arrow, symbolizing verification or completion.
Automate complex workflows
A teal check mark inside a partial circular arrow, symbolizing verification or completion.
Track every distribution
A teal check mark inside a partial circular arrow, symbolizing verification or completion.
Track all ownership changes
A teal check mark inside a partial circular arrow, symbolizing verification or completion.
Keep shareholders informed
Ledger table displaying dividend distribution events with columns for Date, Description, Event Type, Gross Amount, % Posted, and a View link. Entries show three dividend events dated Jun 30, 2026, Mar 30, 2026, and Sep 30, 2025, with gross amounts $150,000, $125,000, and $130,000 respectively, all 100% posted.

Communications & Access

Send updates, agreements, and important documents from one platform. Give shareholders secure, self-serve access to the information they need.
A teal check mark inside a partial circular arrow, symbolizing verification or completion.
Targeted, trackable communications
A teal check mark inside a partial circular arrow, symbolizing verification or completion.
Secure shareholder portal
A teal check mark inside a partial circular arrow, symbolizing verification or completion.
Document sharing and e-signatures
A teal check mark inside a partial circular arrow, symbolizing verification or completion.
Keep everyone aligned
Email interface titled 'Send Email' showing message to be sent to 233 recipients including example email addresses. The subject is 'Q2 2026 Update'. The body text starts with a greeting placeholder, mentions sharing the Q2 2026 report, and includes a clickable update link labeled as a private, time-sensitive link. Below are options to include sub addresses and copy observers. A yellow highlighted box reiterates the message will be sent to 233 recipients. Buttons for 'Send Test Email', 'Send Invitations', and a dark blue 'SEND EMAIL' button are visible.

Proxy Voting & Governance

Run shareholder votes and governance processes from one secure platform, making it easier to collect responses, track participation, and maintain a clear record of every decision
A teal check mark inside a partial circular arrow, symbolizing verification or completion.
Create and distribute proxy votes
A teal check mark inside a partial circular arrow, symbolizing verification or completion.
Track participation and responses
A teal check mark inside a partial circular arrow, symbolizing verification or completion.
Keep shareholders informed
A teal check mark inside a partial circular arrow, symbolizing verification or completion.
Maintain a complete voting record
2026 Proxy Voting dashboard showing share class C with no close date, 132 of 132 participants, and a toggle switch for totals and voting. Shares signed are 16,488.37 of 470,225.25 total shares, representing 3.51% signed. Two participant rows display voter names Abby Rockefeller and Adele, their last seen dates, account names with emails, green status indicators, shares, voting amounts, and signed times with an option to view details for Abby Rockefeller.

Shareholder Records

Maintain a single source of truth for your cap table, shareholders, equity awards, and ownership history.
Real-time cap table
Complete ownership history
Audit-ready records
Eliminate spreadsheet risk

Distributions & Transactions

Manage distributions, ownership changes, transfers, and other recurring workflows without relying on spreadsheets or disconnected systems.
Automate complex workflows
Track every distribution
Track all ownership changes
Keep shareholders informed

Communications & Access

Send updates, agreements, and important documents from one platform. Give shareholders secure, self-serve access to the information they need.
Targeted, trackable communications
Secure shareholder portal
Document sharing and e-signatures
Keep everyone aligned

Proxy Voting & Governance

Run shareholder votes and governance processes from one secure platform, making it easier to collect responses, track participation, and maintain a clear record of every decision
Create and distribute proxy votes
Track participation and responses
Keep shareholders informed
Maintain a complete voting record
BUILT FOR THE DETAILS

The Details That Keep Ownership Running

Ownership administration involves a lot more than maintaining a cap table. Nth Round gives your team the tools to manage the sensitive information, access, payments, records, and day-to-day details that come with it.

Turquoise shield outline with a checkmark inside symbolizing security or protection.

Store Sensitive Info

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

Hand holding a coin with a dollar sign symbolizing financial support or payment.

Manage Banking Info

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

Icon of a browser window displaying a bar chart with four vertical bars and bullet points on the left.

Connected Records

Keep shareholder details, documents, ownership information & activity in one system.

Icon of a document with a padlock symbolizing secure or protected file.

Control Access

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

Blue circular arrows surrounding a gear icon, symbolizing process or system update.

Customize Data

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

Thumbs-up icon inside a turquoise circle.

Get Ongoing Support

Work alongside your Nth Round support team to get setup and maintain your platform over time.

BUILT AROUND YOUR TEAM

More than just software

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

High Performer Best Support Easiest To Do Business With

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

Swipe to Explore →

See Shareholder Management in Action

FREQUENTLY ASKED QUESTIONS

Before you make the move

What is shareholder management software?

Shareholder management software helps private companies maintain ownership records, manage shareholder information, organize documents, communicate with shareholders, and support ongoing ownership administration in one place. Nth Round brings these workflows together so teams can move away from spreadsheets and disconnected systems.

Who is Nth Round’s shareholder management software built for?

Nth Round is built for established private companies with ongoing shareholder administration needs. It is especially useful as ownership becomes more complex across individuals, trusts, LLCs, estates, family entities, and multiple generations of shareholders.

Can Nth Round replace spreadsheets used to manage shareholders?

Yes. Nth Round provides a centralized system for shareholder records, ownership information, documents, communications, and other recurring shareholder workflows. This reduces the need to maintain the same information across spreadsheets, email, shared drives, and other disconnected tools.

Can Nth Round manage complex ownership structures?

Yes. Nth Round is designed for private companies where ownership may extend beyond individual shareholders to trusts, LLCs, estates, and other entities. This helps companies maintain clearer records as ownership evolves over time.

What can shareholders access through Nth Round?

Companies can provide shareholders with secure access to relevant information and documents through a dedicated shareholder portal. This gives shareholders a central place to access what they need without relying on repeated email requests or manually distributed files.

How is shareholder management different from cap table management?

Cap table management primarily focuses on recording who owns what. Shareholder management extends beyond the ownership table to the ongoing work surrounding those shareholders - including communications, documents, distributions, governance, reporting, and shareholder access.

Ready to Simplify Shareholder Management?

Book a demo