Capital Raising Partners

Capital raising and funding firms partner with EquityTrack to provide their clients with our cap table management and transfer agent platform.  The combination of full service and online tracking features allow firms and their clients to more easily manage their cap table and investor records while utilizing other tools such as employee plans, investor communication and Cloudraise® funding software.

Investment Banks
Private Equity Firms
Venture Capital

Capital Raising Firm Services

As your firm’s preferred solution for managing cap tables and transfer agent services, we can make managing your records more efficient with more transparency.

Full service + technology saves time
We provide full service transfer agent services combined with the flexibility of managing cap tables online.  Our time-saving technology allows capital raising firms to easily send updates and shareholder data to our systems.

Client discounts
Get cost savings for your issuers.  We offer discounted pricing for partnered capital raising firms with special perks and free account setup.

Professional support and service
Get quality and responsive professional transfer agent support and service that will help you transcend the competition with enhanced communication and effectiveness. As your partner, you can rely on our vast  experience of over 32 years.

SEC Registered Transfer Agent and safe harbor protections
We provide stock transfer services, through our affiliated SEC Registered Transfer Agent, Colonial Stock Transfer, to ensure that your clients are eligible for safe harbor protections and more.  Help your investors feel assured that an registered transfer agent in good standing with the SEC since 1987 is managing their shares.

Going public
Our services help you go public including submit applications for DTC eligibility, 15c-211 market maker referrals, NASDAQ and NYSE exchange application support, filing of SEC forms, referrals to investment bankers and more.

Improve or expand your current services
One way to rise above the competition is to expand your services. EquityTrack works with you to explore which services are right for you:
Cap Table Management
Transfer Agent
SEC EDGAR Filings
Blue Sky State Reporting
Press Release Distribution
Shareholder Proxy Meetings
Dividend/Escrow and more.

Contact us to learn more.

A Partnership Worth Your Time

While the EquityTrack team prioritizes specific aspects of your firm such as IPO closing calls, Rule 144 support, and transparent records, we value your needs and goals above all. We will adapt to your business, frame our services and assistance around you and your clients.

Contact us

Join our Capital Raising Firm Partner Program and get discounts for your clients.

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