Shareholder Management

October 9, 2024

What is a Transfer Agent for Private Companies, and How Do They Work?

Managing ownership and tracking shares can quickly become complicated for private companies issuing stock or other securities. This is where a transfer agent comes in. […]

April 19, 2023

How Do I Build a Community for My Company?

What is a community? The word can be defined as “a body of persons of common and especially professional interests scattered through a larger society” […]

March 6, 2023

How Do I Know if My Cap Table is Ready?

A cap table (short for capitalization table) is essential for any company looking to raise capital. It provides a detailed breakdown of the equity owned […]

September 28, 2022

Best Practices for Shareholder Management

Shareholder management is a critical part of any company, but it can be especially daunting for those who have recently completed a RegA+ or RegCF […]

July 29, 2022

4 Ways to Build Better Shareholder Relationships

As a business owner, you know that communication is key to success. But when it comes to shareholders, shareholder communications can sometimes take a backseat. […]

July 13, 2022

Investment Compliance: It’s Not Just About Complying

Compliance can be a complex, dynamic task for companies raising capital, and sometimes might feel like an unnecessary burden just to stay in the good […]

November 12, 2021

What are the Benefits of Digital Securities for Issuers and Investors?

With the emergence and development of blockchain technology, digital securities have seen wider adoption by investors and investment firms. Arising from the need for protection […]

September 27, 2021

What is a Company’s Duty to its Shareholders?

For many companies, raising capital often marks a major milestone. With increased sources of capital, the company can grow, hire new employees, and develop new […]

August 18, 2021

Nominee vs. Direct: How does this affect investors?

Today, there are many ways to buy and sell securities. For publicly traded companies, 75% of Americans are familiar with investing apps or online accounts. For private […]

June 28, 2021

What is a RegA+ Annual Shareholder Meeting?

With Regulation A+ allowing companies to raise up to $75M USD, the regulation enables many great investors to support an issuer’s journey. From the everyday […]