Has Your Company Outgrown the Spreadsheet?

A cap table is an important part of managing ownership, but shareholder administration often extends well beyond it. Nth Round helps bring together ownership records, shareholder information, transactions, distributions, documents, communications, and shareholder access in one place.

Spreadsheets can work well when ownership is relatively simple. As shareholders multiply, ownership transfers occur, trusts and entities are introduced, and the volume of distributions, documents, and communications grows, maintaining everything manually can become increasingly difficult. Nth Round provides a centralized system designed to support that complexity.

No. Nth Round can complement the work of your existing advisors by giving your company a centralized place to maintain shareholder and ownership information. Your internal team and advisors can work from more organized records rather than relying on information scattered across spreadsheets, email, documents, and different systems.

Nth Round is built for private companies whose ownership may include individuals, trusts, LLCs, estates, family entities, and other stakeholders. It provides a structured way to maintain ownership information as the shareholder base becomes more complex.

You don’t have to start over. Existing ownership records and historical information can be brought into Nth Round as part of the onboarding process, helping establish a centralized source of truth going forward.

Nth Round provides shareholders with secure access to the information and documents made available to them, while the company maintains control over what different users can access.

Yes. Nth Round is designed to bring shareholder administration together, including communications and document access, so companies don’t have to rely on disconnected email threads, shared drives, and spreadsheets for every shareholder interaction.

Nth Round can support private-company distribution workflows and related shareholder information, helping teams manage processes that otherwise often require multiple spreadsheets and manual reconciliation.

You can start with one of Nth Round’s readiness assessments. Depending on where your biggest concern lies, you can evaluate your overall shareholder management process, cap table health, 1099-DIV readiness, or shareholder communications.

Onboarding depends on the complexity of your ownership structure and existing records. The Nth Round team works with you through the process of bringing your information into the platform and getting your organization set up.