Transfer Agent Service
The Crowdfunding Transfer Agent
Focus on growth - We’ll handle investor management so you can continue growing your crowdfunded startup.
Key Features
Feeling Overwhelmed by Investor Management? We’ve Got You Covered.
Easy Setup
Getting set up is quick and simple - No matter the number of investors
01
Create Your Account
Expertly promoting and selling your property to attract qualified buyers.
02
Upload Your Investor Data
Easily upload your investor information one at a time, by uploading a CSV file or by using our One-Click Sync to pull data directly from your crowdfunding campaign.
03
Add Valuations
Add valuations from your past rounds so investors portfolios can update with estimated values.
Additional Perks
Communicate with shareholders, conduct voting, and manage SPVs - All from one platform
Bulk Messaging
Send updates, announcements, or custom messages to all shareholders in seconds. No need for multiple email chains or external tools—everything is now in one place.
Proxy Voting
Create proposals for corporate actions and collect votes on them directly through the platform. Once voting concludes, you can view real-time results.
SPV Management
Add and manage SPV investors directly within the platform, ensuring that all shareholder information is up-to-date and accurately reflected on your cap table.
Pricing
More investors doesn’t have to mean higher costs.
The rules behind the record
Why a crowdfunded company needs an official holder record, and how it fits with your cap table.
All of Learn- Why a Reg CF raise needs a transfer agentThe 12(g) holder thresholds, and how to keep a big raise from forcing full SEC reporting.7 min
- Running a Reg CF raise with a built-in transfer agentCommit, close, record: how the recordkeeping works when one system does it all.8 min
- Cap tables and transfer agents: a founder’s guideWho owns your company, who keeps the official record, and how to keep both clean.10 min
- Cap table management for crowdfunded companiesHundreds of holders, several security types, one clean, investor-ready table.8 min
Get Started
Let’s take cap table management off your plate.
Everything you need to launch a raise, manage your investors, and keep your cap table clean.
- White-glove onboarding
- Custom raise pages
- SEC Registered Funding Portal
Looking to invest instead? Browse startups →
Investing in private companies involves risk, including the possible loss of your entire investment, and the securities are illiquid.