Transfer Agent Service
Transfer Agent Service
Transfer Agent Service
The Crowdfunding Transfer Agent
The Crowdfunding Transfer Agent
The Crowdfunding Transfer Agent
Focus on growth - We’ll handle investor and cap table management so you can continue growing your crowdfunded startup.
Focus on growth - We’ll handle investor and cap table management so you can continue growing your crowdfunded startup.
Issuer Reviews
5 / 5
Issuer Reviews
5 / 5
Issuer Reviews
5 / 5
Key Features
Key Features
Key Features
Feeling Overwhelmed by Investor Management? We’ve Got You Covered.
Effortless-ize Cap Table Management
Seamlessly update cap table based on corporate actions & share transfers
Manage noteholders and option holders as their holdings convert.
01
02
Streamline Investor Communication
03
Visualize Future Growth & Dilution
01
Effortless-ize Cap Table Management
Seamlessly update cap table based on corporate actions & share transfers
02
Streamline Investor Communication
Easily send investor updates to all investors at once
03
Visualize Future Growth & Dilution
View a summary of your cap table
01
Effortless-ize Cap Table Management
Seamlessly update cap table based on corporate actions & share transfers
02
Streamline Investor Communication
Easily send investor updates to all investors at once
03
Visualize Future Growth & Dilution
View a summary of your cap table
Easy Setup
Easy Setup
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
Additional Perks
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.
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.
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 Votingement
Create proposals for corporate actions and collect votes on them directly through the platform. Once voting concludes, you can view real-time results.
Proxy Votingement
Create proposals for corporate actions and collect votes on them directly through the platform. Once voting concludes, you can view real-time results.
Proxy Votingement
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.
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.
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
Pricing
Pricing
More investors doesn’t have to mean higher costs.
Flexible pricing
Starter
For early-stage teams
Growth
Most popular
4.9 / 5 Rated
Over 9.2k Customers
Manage Shareholders
Support Convertible Noteholders and SAFEs
Administer Stock Option Plans
Facilitate SPV Management
Simplify Voting and Corporate Actions
Flexible pricing
Starter
For early-stage teams
Growth
Most popular
Manage Shareholders
Support Convertible Noteholders and SAFEs
Administer Stock Option Plans
Facilitate SPV Management
Simplify Voting and Corporate Actions
4.9 / 5 Rated
Over 9.2k Customers
Flexible pricing
Starter
For early-stage teams
Growth
Most popular
Manage Shareholders
Support Convertible Noteholders and SAFEs
Administer Stock Option Plans
Facilitate SPV Management
Simplify Voting and Corporate Actions
4.9 / 5 Rated
Over 9.2k Customers
Get Started!
Get Started!
Get Started!
Let’s take cap table management off your plate.
Let’s take cap table management off your plate.
Let’s take cap table management off your plate.
Get Started
Create your Highlander account
Do you want to invest in early-stage opportunities or raise capital for your company?
Create your Highlander account
Do you want to invest in early-stage opportunities or raise capital for your company?
Get Started
Create your Highlander account
Do you want to invest in early-stage opportunities or raise capital for your company?
Create your Highlander account
Do you want to invest in early-stage opportunities or raise capital for your company?