From simple share issuances to complex multi-party transactions
10M+ shares issued
Issue new shares to investors, employees, or advisors with automated compliance checks.
50K+ transfers processed
Manage secondary transactions between stakeholders with full audit trails.
$1B+ in exercises
Streamline option exercises with automated tax calculations and withholding.
1K+ buyback programs
Execute share repurchases and cancellations with complete documentation.
Automate complex approval processes while maintaining control and compliance
Automated approval routing based on transaction type, value, and company policies
Built-in regulatory checks for securities laws, transfer restrictions, and tax requirements
Instant transaction processing with immediate cap table updates and notifications
Automated creation of agreements, certificates, and regulatory filings
Pre-transaction validation to prevent errors and ensure compliance
Coordinate between legal, finance, and stakeholders seamlessly
From initiation to completion in four automated steps
Start any transaction type with guided workflows and smart defaults
Automatic validation against transfer restrictions and regulatory requirements
Smart routing to required approvers based on transaction parameters
Process transaction with real-time cap table updates and documentation