Expanding your service offering.
You don’t currently support cap table management or waterfall modeling but think it would make your offering more compelling. We can work with you to provide secure, compliant recordkeeping and communications to your company clients as part of your solution.
You are currently offering recordkeeping services, but are finding that the expense of maintaining your systems is almost as high as the risk exposure. And you haven’t had to adapt your systems to a major regulation change yet. Partner with us and bring our infrastructure and service resources to your client base.
You’ve registered as a transfer agent but are quickly realizing that the rules and regulations that you must abide by are complicated, and the risk of getting something wrong is pretty high. Bring our 35-plus years of experience and operational efficiencies to your organization.
Rely on our experience and expertise as the established market leader as a transfer agent
Have confidence that we invest heavily in our proprietary recordkeeping system, surrounding technology and the security protocols that protect it
Offer investors full-service support, knowing we value shareholder satisfaction as a measure of your success
Receive day-to-day support from a dedicated team