The startup offers a subscription-based equity transfer platform that provides a web-based interface for managing compliance in private securities transactions. This technology automates processes such as new issuances and secondary transfers, enabling companies to efficiently issue and transfer restricted securities while maintaining digital control.
Funding
$3.9M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Private companies face significant challenges in managing equity, including manual processes, compliance complexities, and difficulties in facilitating secondary transactions for investors and employees. These manual processes are time-consuming, error-prone, and lack the transparency required for efficient equity management and investor relations.
Solution
Equity Shift provides a subscription-based platform that automates the management of private securities, streamlining compliance and facilitating efficient transactions. The platform offers a secure, centralized ecosystem for companies and investors to manage primary offerings, convertibles, vesting, and secondary transfers. By digitizing traditionally manual workflows, Equity Shift empowers companies to maintain control and oversight throughout the entire process lifecycle, from issuance to transfer and beyond. The platform's patented BITE® platform simplifies private transactions and transfer activity, eliminating the need for complicated multi-party legal work.
Target Audience
Equity Shift targets private companies, private equity and venture capital firms, brokers, advisors, fund managers, and legal professionals seeking to streamline equity management and facilitate private securities transactions.
Features
- Automated primary offerings, convertibles, vesting, and secondary transactions
- Secure and compliant platform for managing private securities
- Digital engagement to reduce timelines and closing costs
- Repeatable event processing to ensure compliance
- Investor portals and data rooms for streamlined communication
- Digital signatures and payments for efficient transactions
- Voting and approvals management
- Cap table and securities management
- Fundraising, liquidity, and co-investment solutions
- Enterprise-level security with passwordless login, encrypted file storage, and layered permissions
- Immutable ledger technology for improved data fidelity and interoperability