New investors? It's time for a transfer agent. 


The Jumpstart Our Business Startups Act, or JOBS Act, helps simplify investment in small businesses, making it easier for you to connect with investors and raise capital.

While this presents a great opportunity to grow your business, it also adds an additional layer of administration when it comes to tracking your investors’ holdings and communicating with them regularly. As your list of investors grows, your opportunities – and your challenges — grow along with it.

This is where we come in. As a registered transfer agent, we’ve built a strong business providing secure recordkeeping and communication services for thousands of companies and millions of investors. We can help you:


Stay focused. We will manage your cap table and investor records, and perform all the tax reporting, payments and communications that go along with it. This frees up your time to stay focused on your business.


Stay on budget. If you evaluate the time you’ll spend handling this in house, or the money you’d spend having it done by your law firm or accountant, you’ll realize you need a better solution. We offer cost-effective fees designed with your growing company in mind.


Stay secure. Your investors trust you with their personal information so it is important that you do all you can do to keep that information safe. 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.

Partner with us and you’ll get the personal attention you need from a dedicated, responsive team that collaborates with you from the beginning.

Let's discuss how we can help you stay on top of your obligations to your investor community.