Manage your
Manage your
Equity programs
Equity programs
Manage joiner and leavers easily from start till finish in workflows tailored to fit your processes.
Manage joiner and leavers easily from start till finish in workflows tailored to fit your processes.
Joiners
Automate joiner processes from offer to registration with customisable workflows,
no manual coordination or document handling
Create and send offers
Easily create offers for joiners in bulk by uploading an excel file. Select legal documents, enter deadlines and press send
Investor subscribes
On their personal account, investors can review their offer, relevant documentation and choose allocation. Their legal documents are populated automatically
Send legal documents
Deliver pre-populated documents and payment details to investors effortlessly, and finalise the process with a single, streamlined batch for fund counter-signature
Track and register
Track every offer from start to finish. Once signatures and payments are in, the transaction is ready to register. Cap table, share register, and transaction log update automatically
Joiners
Automate joiner processes from offer to registration with customisable workflows,
no manual coordination or document handling
Create and send offers
Easily create offers for joiners in bulk by uploading an excel file. Select legal documents, enter deadlines and press send
Investor subscribes
On their personal account, investors can review their offer, relevant documentation and choose allocation. Their legal documents are populated automatically
Send legal documents
Deliver pre-populated documents and payment details to investors effortlessly, and finalise the process with a single, streamlined batch for fund counter-signature
Track and register
Track every offer from start to finish. Once signatures and payments are in, the transaction is ready to register. Cap table, share register, and transaction log update automatically