https://www.beyondthecaptable.com/thank-you daily 0.75 2024-07-19 https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1539976910345-78PXFDMBC4PDVBIP5JJU/purple-bg.jpg Thank you https://www.beyondthecaptable.com/private-markets-video daily 0.75 2018-10-20 https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1474920698352-Z2AWGIWKTXJNA2LONXZ1/GettyImages-595346551-Web.jpg You attract the investors. We'll take care of the records. https://www.beyondthecaptable.com/transfer-agents-not-just-for-public-companies daily 0.75 2024-07-19 https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1521746476247-L6F629L7NAYJ522UNXOV/GettyImages-457979147-web.jpg Transfer Agents – Not Just for Public Companies https://www.beyondthecaptable.com/five-keys-choosing-transfer-agent daily 0.75 2024-07-19 https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1522162949916-UDWQE4ABK5WW117ZRDQ0/calendar-icon.png Transfer Tribulations: Five Keys to Choosing a Transfer Agent https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1522163022906-FVZNLQY4HU6OLMF5GR90/expertise-icon.png Transfer Tribulations: Five Keys to Choosing a Transfer Agent https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1522163083298-7OKIEPTP5IGETE4V9UJ3/question-icon.png Transfer Tribulations: Five Keys to Choosing a Transfer Agent https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1522163333026-NT3XOCLR8S3QFRXCKPA9/bank-details-icon.png Transfer Tribulations: Five Keys to Choosing a Transfer Agent https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1522163266409-6H0BV4S04RNLAAWX07GZ/dashboard-icon.png Transfer Tribulations: Five Keys to Choosing a Transfer Agent https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1522163266409-6H0BV4S04RNLAAWX07GZ/dashboard-icon.png Transfer Tribulations: Five Keys to Choosing a Transfer Agent https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1522162949916-UDWQE4ABK5WW117ZRDQ0/calendar-icon.png Transfer Tribulations: Five Keys to Choosing a Transfer Agent https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1522163022906-FVZNLQY4HU6OLMF5GR90/expertise-icon.png Transfer Tribulations: Five Keys to Choosing a Transfer Agent https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1522163083298-7OKIEPTP5IGETE4V9UJ3/question-icon.png Transfer Tribulations: Five Keys to Choosing a Transfer Agent https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1522163333026-NT3XOCLR8S3QFRXCKPA9/bank-details-icon.png Transfer Tribulations: Five Keys to Choosing a Transfer Agent https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1522163856837-QBIJPXPXJQTNLKUA3DDA/business-meeting-web.jpg Transfer Tribulations: Five Keys to Choosing a Transfer Agent https://www.beyondthecaptable.com/modern-investor-relations-video daily 0.75 2018-10-24 https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1540389433927-LUN3TIS3YOEX2YHR1Q53/modern-ir-header.jpg Is your company prepared for modern investor relations? https://www.beyondthecaptable.com/alternative-investments daily 0.75 2024-07-19 https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524778196330-PHRYGF4MVGD9OJCMI79E/monitor-icon-purple.png Alternative Investments - An advisor portal. Advisors and brokers can access their clients’ accounts, review history and tax information, and print investor statements. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524778254620-7JKRVN70LIYRK9BFCRG7/security-icon-purple.png Alternative Investments - Security and technology. Data security, privacy and business continuity are our top priority, so you can be confident that your company and investor information remains secure. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524778170583-110F9MHQ2TYH3V1LEF3L/briefcase-icon-purple.png Alternative Investments - The tools you need. Our proprietary recordkeeping system manages records at all levels of complexity. Our issuer website and investor portal provide stakeholders with 24/7 account access. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524778276218-GL05X95HH5U73FF7PLOR/transparency-icon-purple.png Alternative Investments - Service beyond the registry. When you work with Computershare, you join a client community of 15,000 companies around the globe. We are ready to help with your corporate governance and transactional needs. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524778240602-DFQSEHSIC7QNAOEYZELZ/image-asset.png Alternative Investments - A focus on shareholders. A focus on shareholders. We value investor satisfaction as a measure of your success. We deliver clear and prompt support that your investors need. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524778139246-ISI4RH9K5F0J7LHFU1E8/image-asset.png Alternative Investments - Experience you can rely on. We have helped thousands of public and private companies for more than 35 years. Your dedicated team brings that knowledge to you. https://www.beyondthecaptable.com/regulation-d daily 0.75 2024-07-19 https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524776210588-9RC4BVOGZ71KMPUH5ZJ8/image-asset.png Regulation D - Shares are restricted and cannot be sold for at least one year; a legal opinion is needed to remove restrictions https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524776243279-TMS9F9LTKOII1Y8BENAD/news-icon-purple.png Regulation D - Advertising and general solicitation are not allowed https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524776178033-SMAXO88K7IZ2OJW9IGQ6/fiscal-agent-icon-purple.png Regulation D - Max amount per investor restricted by income & networth https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524776150461-GUPN2EW4QYK3KQ6QKNVG/team-icon-purple.png Regulation D - Unlimited number of investors, but subject to max allowable dollar limit https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524776132643-J9M98YQ5IR69GCC4W0FJ/currency-dollar-icon-purple.png Regulation D - Unlimited funding https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524776194545-B8JEJPT7FW60R838Z2C1/fillable-form-icon-purple.png Regulation D - Investor disclosure required; subject to ongoing SEC reporting https://www.beyondthecaptable.com/web-tools daily 0.75 2024-07-19 https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524778011255-FQQUVU73BH1NHIKED1LA/download-icon-purple.png Web Tools - Download statements. Investors can download statements and tax forms from our Investor Center™ website. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524778041729-NDI37LUWWDG4WL08J5GU/document-report-icon-purple.png Web Tools - Generate reports. Our flexible reports make it easy to download and review investor data based on the criteria you specify including classes of stock, dates, ranges and share amounts. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524778071905-D3H6NTD1WKKBU08WBGE4/arrows-icon-purple.png Web Tools - Share information. Through FileShare, you can securely share files with us and other users at your company. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524777996387-JK59Q3C4AAUQ7ROWLWP0/image-asset.png Web Tools - Upload securities valuation. You can input the value of your non-traded securities, along with valuation messaging. This information is then displayed to investors through the Investor Center website offering convenience and consistency. https://www.beyondthecaptable.com/409a-valuations daily 0.75 2024-07-19 https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1551902760657-MUGYHRNBSOUBB0LGKBPL/checklist-icon-blue.png 409a Valuations - Reliable results Reports are written by qualified, US-based appraisers, rely on widely accepted valuation methods and practices and comply with Internal Revenue Code safe harbor standards. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1551902773726-L5X1XKV9KU5QMXCHK9V6/calculator-icon-teal.png 409a Valuations - Experienced appraisers Our preferred partner has broad and diverse experience ranging from reviewing and auditing financials for Fortune 500 companies to building and analyzing financial models for start-ups, and writing and reviewing term sheets. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1551902700905-NREKU3TI2X9Z1LTI05I2/document-icon-purple.png 409a Valuations - Simple process Complete a questionnaire and upload your documents. Review and approve a draft report, then receive your certified copy. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1551900168860-ZXACW7MXTX71CZKW99SY/bank-details-icon-blue.png 409a Valuations - Protect your company under the Internal Revenue Code safe harbor rule https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1551900153601-JPMHBLIMQK9WT0Y8CWKT/image-asset.png 409a Valuations - Keep internal resources dedicated to growing your business – leave this to the experts https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1551900106735-BCH00ZWJNNDTB999H047/financial-penalty-orange.png 409a Valuations - Avoid financial penalties & lost compensation for your company and its employees https://www.beyondthecaptable.com/are-you-working-with-the-right-partner daily 0.75 2024-07-19 https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1540055662782-8J2982BH891CD8FRCHPO/image-asset.png Are you working with the right partner? - Deliver engaging communications. Whether you choose to communicate with investors electronically, via paper or through a combination of the two, our team can help you craft and distribute communications that work. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1540055604289-3XDRSEWB6A5B2V7AF02F/market-icon-purple.png Are you working with the right partner? - Support for investor meetings. Your charter may require you to hold an annual or special meeting to update investors on the progress of your company. You’ll need to communicate meeting details, provide a means to vote on company matters and run the meeting. We’ll work with you to tailor a meeting that meets your needs, including hosted virtual meetings, electronic presentation of meeting materials, web-based voting and independent tabulation. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1540055727488-HHH543M1D33269OG5XYV/payment-icon-purple.png Are you working with the right partner? - Process dividends and distributions. There will be times when you need to send money to your investors. Whether you declare a dividend or pay a return of capital, we offer distribution options your investors want – including check and direct deposit. We also manage the necessary tax reporting. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1540055793330-5195U0IHB0S0ELRL72RZ/line-chart-icon-purple.png Are you working with the right partner? - Keep your investors informed. Keep your investors informed of the value of their investment by loading your company-determined price per share to our system. Not only will your investors be able to view this valuation online, but we’ll generate shareholder statements based on the valuation you provide. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1540055508251-I1X1IX4LZ76US6LPK0Z1/checklist-icon-purple.png Are you working with the right partner? - Maintain accurate and secure records. Our years of experience as a registered transfer agent mean you can be confident that your data is secure and that your investors have access when and where they need it. https://www.beyondthecaptable.com/modern-investor-relations daily 0.75 2024-07-19 https://www.beyondthecaptable.com/insights daily 0.75 2024-07-19 https://www.beyondthecaptable.com/funding-portals daily 0.75 2024-07-19 https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524778922733-V3FJ6GRAP08DSO1ND38L/checklist-icon-purple.png Funding Portals - Staying compliant. 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. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524778904763-774EP4Y2WL4HBNX0P7MT/currency-dollar-icon-purple.png Funding Portals - Saving money. 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. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524778873525-6MJ8JQB15LO9B4RK6NX2/growth-icon-purple.png Funding Portals - 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. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524779241334-ZENH6JKCFHSH4G1K7E11/security-icon-purple.png Funding Portals - Have confidence that we invest heavily in our proprietary recordkeeping system, surrounding technology and the security protocols that protect it https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524779278632-FIG9CACQEXQIZLCL2KLF/personalized-service-icon-purple.png Funding Portals - Receive day-to-day support from a dedicated team https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524779260134-1H90HXKD788HFP6LA75B/image-asset.png Funding Portals - Offer investors full-service support, knowing we value shareholder satisfaction as a measure of your success https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524779214976-ZRQSVNJUHVH4VV1GV8WD/expertise-icon-purple.png Funding Portals - Rely on our experience and expertise as the established market leader as a transfer agent https://www.beyondthecaptable.com/stock-option-administration daily 0.75 2024-07-19 https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524777358183-NB1VOSZIPRMD1GZDRRF8/shareholder-search-icon-purple.png Manage employee equity plans efficiently and securely - View employee accounts to help answer questions https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524777454413-8UFBSFGDW140Z4IQ7HHJ/multi-channel-icon-purple.png Manage employee equity plans efficiently and securely - Automate sending of standard letters and email communications https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524777244610-0I5ORKJWGERYNBAHYMEU/image-asset.png Manage employee equity plans efficiently and securely - Update an individual grant or an employee’s profile https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524777484409-E2R1LK9AZTCL2PLS5MJ8/calculator-icon-purple.png Manage employee equity plans efficiently and securely - Automate the calculation of retirement eligibility events https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524777573280-UEXPZ8F9J4ZR2SXFB8SC/image-asset.png Manage employee equity plans efficiently and securely - Track participant mobility https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524777212588-LJRZIFHX93S9QW6VR4YW/upload-icon-purple.png Manage employee equity plans efficiently and securely - Upload employee and grant data via secure file transfer https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524777469288-GYMUYSPAG4DM3GMMMRX7/checklist-icon-purple.png Manage employee equity plans efficiently and securely - Track employee tax certification or grant acceptance/acknowledgement https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524777336442-56QETACCTGA537RLH1FP/image-asset.png Manage employee equity plans efficiently and securely - Generate customized administration reports https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524777732017-7IOWZQ7RJFBDY5NC2NWN/communicate-icon-purple.png Manage employee equity plans efficiently and securely - Customize electronic communication preferences https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524777755822-WP83EYK2PCOU3DQCINRG/document-icon-purple.png Manage employee equity plans efficiently and securely - Generate real-time account statements, view plan documentation and historic electronic communications https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524777823962-7XR7FFHK4OIIOM83JFX9/expertise-icon-purple.png Manage employee equity plans efficiently and securely - Learn more about the importance of their grants and awards from our complimentary education site https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524777716550-3R70QGCY4Z7VTOGBD163/image-asset.png Manage employee equity plans efficiently and securely - Take advantage of direct debit functionality to avoid sending in a check to pay for option costs or taxes https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524777675389-X9LBP2BJFKQLTZIOM5JL/monitor-icon-purple.png Manage employee equity plans efficiently and securely - View and manage all grants and awards, including grant acceptance/acknowledgement, price modeling, sales and restricted tax elections https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524777699091-RRN363OJMWCDCH05J8JQ/checkmark-icon-purple.png Manage employee equity plans efficiently and securely - Certify tax status for both W-9 and W-8BEN https://www.beyondthecaptable.com/advisor-portal daily 0.75 2024-07-19 https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1475768593803-587XHL29L4T67ZBIYHPM/image-asset.jpeg Advisor Portal https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1475768697559-8IM3489ZXCG7P9SUO8MB/AdvisorPortal-InvestorSnapshot.jpg Advisor Portal https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1475769202267-5PZYON5XIEV87GTDKIHD/AdvisorPortal-Statement.jpg Advisor Portal https://www.beyondthecaptable.com/regulation-cf daily 0.75 2024-07-19 https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524775904975-5ODVJXMUYXCJB2EUCYB2/image-asset.png Regulation CF - Max of $1.07M raised in a 12-month period https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524776041461-5EKAXFTGHFXYNYVMCKSI/news-icon-purple.png Regulation CF - Advertising and general solicitation are not allowed https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524775939944-G8VWND99V4UKC896437Y/image-asset.png Regulation CF - Max amount per investor restricted by income & networth https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524776019316-KYR807Q5L1CUVLRZ31U7/image-asset.png Regulation CF - Investor disclosure required; subject to ongoing SEC reporting https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524776026644-8OWT6NC95VT8QWTE6HQ2/image-asset.png Regulation CF - Shares are restricted and cannot be sold for at least one year; a legal opinion is needed to remove restrictions https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524775915782-30UEFC1E5DXX6W0XOGGS/image-asset.png Regulation CF - Unlimited number of investors, but subject to max allowable dollar limit https://www.beyondthecaptable.com/registered-agent daily 0.75 2024-07-19 https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524773820835-Q4265119WQ6HS3OCXF7M/clock-icon-purple.png Protect Your Business with a Trusted Registered Agent - Save time by using our automated corporate governance processes https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524773921731-ZE1CLNHDQS5NAN5RBRHR/checklist-icon-purple.png Protect Your Business with a Trusted Registered Agent - Improve compliance procedures with our centralized, global entity management platform https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524773902053-C9WKNKPI7ASKAXM2OJ4R/alert-icon-purple.png Protect Your Business with a Trusted Registered Agent - Avoid costly penalties and fines by allowing us to file on your behalf https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524773852685-OKLZUNV3QH3KM41O2SMY/bank-details-icon-purple.png Protect Your Business with a Trusted Registered Agent - Reduce the risk and complexities associated with compliance filings https://www.beyondthecaptable.com/time-for-a-transfer-agent daily 0.75 2024-07-19 https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1522776570925-EQVY22QM3MOK4R5OZ883/currency-dollar-icon.png New investors? It's time for a transfer agent. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1522776650339-SBWZ98L7F13LRYXMUJH8/target-icon.png New investors? It's time for a transfer agent. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1522776539637-I2P1CU4T9W32ILREHH7Q/security-icon.png New investors? It's time for a transfer agent. https://www.beyondthecaptable.com/board-portal daily 0.75 2024-07-19 https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524773691076-DQS5QA3I97D7HGL1J7L6/image-asset.png Board Portal - White glove service. Regionally based expert services and 24x7x365 global support to assist you with all of your board portal needs. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524773755209-PUV8NTHE368LTDDPLQ0O/clock-icon-purple.png Board Portal - Optimize your time. Gain time efficiencies with single sign-on and consolidated views when serving on multiples board. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524773654038-MOIEE75TJVEC1WZGS80R/market-icon-purple.png Board Portal - Improve productivity. Directors can advance their workflow by reviewing, annotating and approving documents online or offline. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524773722841-0NJ5DA84TI9AQO6KAUDZ/lock-icon-purple.png Board Portal - Share securely. Share documents securely via our SSAE-16 and AT 101-audited data facilities in North America, the United Kingdom and Australia. https://www.beyondthecaptable.com/dtc-eligibility daily 0.75 2024-07-19 https://www.beyondthecaptable.com/as-you-grow daily 0.75 2024-07-19 https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524778597237-AH7AKO308I9X596HAKEL/tablet-icon-purple.png As You Grow - Support your board. Our board portal software enables secure, private access to board materials, allowing directors to work offline to prepare for a board meeting, advise senior management and make strategic decisions faster. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524778363443-0S9XG1FIZX7W5DPXHTTP/line-chart-icon-purple.png As You Grow - Take your company public. If you decide to go public, our expert team will guide you through the pre-initial public offering (IPO) and IPO process. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524778456812-E3BYH8LAFTV8CWVO1UBX/team-icon-purple.png As You Grow - Motivate employees. If you award your employees with stock options or other equity-based compensation, we can administer those plans and offer your employees convenient access to their holdings. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524778493312-W0YUNXIWNE3EAPYO3DWK/training-icon-purple.png As You Grow - Connect with investors. When you decide to hold an annual or special investor meeting, you’ll need to communicate meeting details, provide a means to vote on company matters and run the meeting. We’ll work with you to tailor a meeting that meets your needs, including electronic presentation of meeting materials, web-based voting and independent tabulation. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524778552945-GF1G7EKBFIT2S8U3W3OO/checklist-icon-purple.png As You Grow - Stay compliant with escheatment obligations. We can handle your due diligence and filing requirements and help you comply with regulations for all 50 states to locate shareholders before their property is classified as lost or escheated. https://www.beyondthecaptable.com/home daily 1.0 2024-08-14 https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1513024933235-CM0G2W2APN5GWI7GAUIU/GroupFive-Medallion.png You attract the investors. We'll take care of the records. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524773165952-Z9GHRHXOG38K535NV8HS/currency-dollar-icon-purple.png You attract the investors. We'll take care of the records. - Stay on budget. Our flexible and cost-effective fee structure is designed with your growing company in mind. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524773359624-CDRB5OJ1RELRGT2CZJHL/checkmark-icon-purple.png You attract the investors. We'll take care of the records. - Be confident. You will have access to the same systems and best practices that satisfy the risk management and data security teams of Fortune 100 companies. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524773394192-X45NIPL6ORJ6HF6WBTSL/line-chart-icon-purple.png You attract the investors. We'll take care of the records. - Meet your growing needs. As your company grows, we can support mergers and acquisitions, DTC eligibility, initial public offering (IPO) services or employee equity plan administration. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524773067088-LTX2OJ4Z8EV8XQPXDW5D/seach-icon-purple.png You attract the investors. We'll take care of the records. - Stay focused. We manage your cap table and investor records so that you don’t have to. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524773118883-BVV1FISZR666GJ31DPSU/personalized-service-icon-purple.png You attract the investors. We'll take care of the records. - Enjoy personalized service. Your private markets team has the expertise to provide tailored solutions to serve your needs, supported by the full resources of our organization. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524773422889-5ZIXNUJI3E4KAG16UZPD/lock-icon-purple.png You attract the investors. We'll take care of the records. - Keep your investor data secure. Data security, privacy and business continuity are our top priorities, so you can be confident that your company and investor information is in good hands. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1517247698534-KMIQ521AR93PN77UQCEL/xeroshoes.jpg You attract the investors. We'll take care of the records. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1517247683553-X25GUK67ATMH7AC6TRF3/terracycle.jpg You attract the investors. We'll take care of the records. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1517247609049-PXS0RGLK9SH6PW2WFFBW/hygen.jpg You attract the investors. We'll take care of the records. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1517247588408-Q9N0AOL8IS28PEX7SD9U/fundrise.jpg You attract the investors. We'll take care of the records. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1517247576281-5MYCDSEFQZ47D29K3XC3/fig.jpg You attract the investors. We'll take care of the records. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1517247553350-OWCR5UJ7E6LXO4MY6CRZ/arcimoto.jpg You attract the investors. We'll take care of the records. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1517247667842-U77KDRSFEJSUR7GWG3NA/muscle.jpg You attract the investors. We'll take care of the records. https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1517247708549-5L1FJ3MEZBFL2T3LCF5S/xtiaircraft.jpg You attract the investors. We'll take care of the records. https://www.beyondthecaptable.com/lifecycle daily 0.75 2024-07-19 https://www.beyondthecaptable.com/regulation-a daily 0.75 2024-07-19 https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524775275646-7XUXN0M6UL98HFFTICBM/currency-dollar-icon-purple.png Regulation A+ - Tier I: Max of $20M per 12 month period Tier II: Max of $50M per 12 month period https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524775392210-GJPG4TBQJY151ZPRUPWW/image-asset.png Regulation A+ - Advertising and general solicitation is permitted https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524775325792-RN18YISXC6FJFYAV3KGX/fiscal-agent-icon-purple.png Regulation A+ - Max amount per investor unrestricted https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524775355869-XTZCD7HVMFU0MXG0I5AB/fillable-form-icon-purple.png Regulation A+ - Investor disclosure required; subject to ongoing SEC reporting https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524775372392-KOYBZQAYASX77HW30BFL/alert-icon-purple.png Regulation A+ - No restrictions on the shares https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524775298079-L0B08ON6JPLBJPN2AID8/team-icon-purple.png Regulation A+ - Unlimited number of investors https://www.beyondthecaptable.com/recordkeeping-services daily 0.75 2024-07-19 https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1513024847868-0DB6YEU7GWO98PCV9XTR/GroupFive-Medallion.png Private Company Investor Recordkeeping https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524776514467-TTL2I32BX41UYYX1H7LZ/arrows-icon-purple.png Private Company Investor Recordkeeping - Stock transfer https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524776531162-41FCXE9T5O57WQ52VR8P/currency-exchange-icon-purple.png Private Company Investor Recordkeeping - International currency exchange https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524776553337-U624V18JL7BNV1NJ1FTJ/training-icon-purple.png Private Company Investor Recordkeeping - Annual meeting and proxy solutions https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524776742237-SJ3UFBYU2YN3MEFWWOKL/escrow-icon-purple.png Private Company Investor Recordkeeping - Escrow services https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524776489631-5NIZ1LAD2HLL7W4FMBOA/communicate-icon-purple.png Private Company Investor Recordkeeping - Investor communications https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524776680870-QSAARA6AZ6YCQSDTL4JP/shareholder-search-icon-purple.png Private Company Investor Recordkeeping - Escheatment compliance https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524776712243-W36Q258DSTQTPPGBHRC4/filing-icon-purple.png Private Company Investor Recordkeeping - Warrant agent https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524776725492-DTTC4GCJIDO3KTR7TKOX/payment-icon-purple.png Private Company Investor Recordkeeping - Paying agent https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524776415848-RY5XSJWQKZPN44DKTO96/chat-consult-icon-purple.png Private Company Investor Recordkeeping - Advisory services https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1524776652829-3WGTOC70CJEDEFFAZDR1/dividend-reinvestment-icon-purple.png Private Company Investor Recordkeeping - Dividend reinvestment https://www.beyondthecaptable.com/why-outsource daily 0.75 2024-07-19 https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1522863907296-7NK0A33I2825AI3H3OH6/image-asset.png Top 5 Reasons You Should Let a Transfer Agent Manage Your Cap Table https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1522863857183-SZGUS3VFJTQZ4QTJWPL4/line-chart-icon.png Top 5 Reasons You Should Let a Transfer Agent Manage Your Cap Table https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1522863740219-VV044OSNFLKWPZ7B4QZP/seamless-continuous-icon.png Top 5 Reasons You Should Let a Transfer Agent Manage Your Cap Table https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1522863644644-CYEEP4KYF5SHEK6TO2CP/image-asset.png Top 5 Reasons You Should Let a Transfer Agent Manage Your Cap Table https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1522863813065-JKVGUA9QZC7XTXA0DB6R/image-asset.png Top 5 Reasons You Should Let a Transfer Agent Manage Your Cap Table https://www.beyondthecaptable.com/how-and-when-to-engage-a-transfer-agent daily 0.75 2024-07-19 https://www.beyondthecaptable.com/what-its-like-to-work-with-computershare daily 0.75 2024-07-19 https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1522783383553-DAT0VAGD7KJFNM58BIJ8/growth-icon.png What it's like to work with Computerhsare https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1522780039405-KPQAH365VL3FQ5F80Z0I/currency-dollar-icon.png What it's like to work with Computerhsare https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1522779722837-TFFK3GH04IPB2T0TEZZ6/partnership-icon.png What it's like to work with Computerhsare https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1522779893052-WYOG0WWJITZQYE8RNSUR/team-icon.png What it's like to work with Computerhsare https://images.squarespace-cdn.com/content/v1/57dab45703596e21e42b02ed/1522779947770-8MJGMBATZFJL73V3UNNU/expertise-icon.png What it's like to work with Computerhsare https://www.beyondthecaptable.com/contact-us daily 0.75 2024-07-19