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  • CapTable
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Shareholder Communications

$150/mo

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  • Everything in Free Forever
  • Shareholder Communications
  • Manage Future Shareholders
  • Manage Meetings (AGM, Special Shareholder Meetings, One-on-One)
  • Shareholder Reports (Annual, Information Circular, Proxy, Monthly Quarterly, Financial)
  • AGM Planner (Before, During, Post AGM planner)
  • Media Releases
  • eVote (ability for your shareholders to vote online)
  • Messaging for Shareholders & Company

Private Label

$200/mo

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  • Everything in Free Forever
  • Branding / private label
  • Registration & Login dedicated URL
  • Email Templates all Branded
  • Inside All-In-One Platform Branding

Transfer Agent

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  • Private Label All-In-One Platform
  • SEC Registered Transfer Agent
  • Cap Table
  • Warrant Management
  • Shareholder Communications
  • Portfolio
  • Investor Dashboard

All-in-One

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  • Private Label All-In-One Platform
  • RegA+ Issuance Platform
  • Compliance Desk
  • SEC Registered Transfer Agent
  • Dealroom
  • Cap Table
  • Warrant Management
  • Shareholder Communications
  • Portfolio
  • Investor Dashboard
  • Marketing Tracking

End to End ATS

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  • Private Label All-In-One Platform
  • RegA+ Issuance Platform
  • Compliance Desk
  • SEC Registered Transfer Agent
  • Dealroom
  • Cap Table
  • Warrant Management
  • Shareholder Communications
  • Portfolio
  • Investor Dashboard
  • Marketing Tracking
  • Blue Sky, Securities Manual All 50 states
  • ATS Listing

Mobile

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  • Everything in Free Forever
  • Private Label All-In-One Platform
  • RegA+ Issuance Platform
  • Compliance Desk
  • SEC Registered Transfer Agent
  • Dealroom
  • Cap Table
  • Warrant Management
  • Shareholder Communications
  • Portfolio
  • Investor Dashboard
  • Marketing Tracking
  • Blue Sky, Securities Manual All 50 states
  • ATS Listing
  • Mobile app

JOBS Act

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  • Private Label All-In-One Platform
  • SEC Registered Transfer Agent
  • Cap Table
  • Warrant
  • Shareholder Communications
  • Portfolio
  • Investor Dashboard

All-in-One

Book a call
  • Private Label All-In-One Platform
  • RegA+ Issuance Platform
  • Compliance Desk
  • SEC Registered Transfer Agent
  • Dealroom
  • Cap Table
  • Warrant Management
  • Shareholder Communications
  • Portfolio
  • Investor Dashboard
  • Marketing Tracking

End to End ATS

Book a call
  • Private Label All-In-One Platform
  • RegA+ Issuance Platform
  • Compliance Desk
  • SEC Registered Transfer Agent
  • Dealroom
  • Cap Table
  • Warrant Management
  • Shareholder Communications
  • Portfolio
  • Investor Dashboard
  • Marketing Tracking
  • Blue Sky, Securities Manual All 50 states
  • ATS Listing

Mobile

Book a call
  • Everything in Free Forever
  • Private Label All-In-One Platform
  • RegA+ Issuance Platform
  • Compliance Desk
  • SEC Registered Transfer Agent
  • Dealroom
  • Cap Table
  • Warrant Management
  • Shareholder Communications
  • Portfolio
  • Investor Dashboard
  • Marketing Tracking
  • Blue Sky, Securities Manual All 50 states
  • ATS Listing
  • Mobile app

JOBS Act

Book a call
  • Private Label All-In-One Platform
  • SEC Registered Transfer Agent
  • Cap Table
  • Warrant Management
  • Shareholder Communications
  • Portfolio
  • Investor Dashboard

All-in-One

Book a call
  • Private Label All-In-One Platform
  • RegA+ Issuance Platform
  • Compliance Desk
  • SEC Registered Transfer Agent
  • Dealroom
  • Cap Table
  • Warrant Management
  • Shareholder Communications
  • Portfolio
  • Investor Dashboard
  • Marketing Tracking

End to End ATS

Book a call
  • Private Label All-In-One Platform
  • RegA+ Issuance Platform
  • Compliance Desk
  • SEC Registered Transfer Agent
  • Dealroom
  • Cap Table
  • Warrant Management
  • Shareholder Communications
  • Portfolio
  • Investor Dashboard
  • Marketing Tracking
  • Blue Sky, Securities Manual All 50 states
  • ATS Listing

Mobile

Book a call
  • Everything in Free Forever
  • Private Label All-In-One Platform
  • RegA+ Issuance Platform
  • Compliance Desk
  • SEC Registered Transfer Agent
  • Dealroom
  • Cap Table
  • Warrant Management
  • Shareholder Communications
  • Portfolio
  • Investor Dashboard
  • Marketing Tracking
  • Blue Sky, Securities Manual All 50 states
  • ATS Listing
  • Mobile app

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