Why EquityTrack

Cap table management is crucial to maintaining regulatory compliance and can be time consuming and frustrating without professional assistance. Our experienced team uses efficient software to keep your cap table organized and up to date. We also offer transfer agent services to satisfy all your public company needs.

Industry-leading Service

Our cap table and transfer agent services are industry competitive. We have experienced staff that has the knowledge to provide you with satisfying, optimal service. Our staff offers capital raising, cap table management and partnership services.

Equity Track Stress-free Solution

Capital Raising

Cloudraise® Platform

Deal Portal Software

Regulation A+, CF, and D Offerings

DTC Eligibility

15c2-11 Applications

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Cap Table Management

Private Companies

Public Companies

Crowdfunding Companies

Stock Award Tracking

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Full-Service Combined with Cap Table Tracking

Partners

Funding Portals

Referral Program

Attorneys

Auditors

Funding Partners: Venture Capital, Private Equity, Investment Banking

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Why use it: EquityTrack's automated system ensures your cap table is always up-to-date and accurate, reducing the risk of errors and saving valuable time.
Why use it: Immediate updates reflect all transactions, providing stakeholders with the latest equity information for informed decision-making.
Why use it: Built-in compliance checks and customizable reporting options ensure your company meets regulatory requirements effortlessly.
Why use it: Offers investors a transparent and secure platform to access their holdings and company information, enhancing trust and engagement.
Why use it: Hosting your Reg A+ offering on your own website through Cloudraise® allows for greater control, brand integrity, and cost savings compared to third-party platforms.
Why use it: Engage multiple underwriters simultaneously without platform limitations, giving you the flexibility to choose the best partners for your fundraising.
Why use it: Connect with unlimited distribution partners to maximize your reach and attract a diverse range of investors.
Why use it: Integrated payment and escrow management streamline the investment process, ensuring a smooth and secure transaction for both issuers and investors.
Why use it: Save 6-10% on offering proceeds by avoiding platform fees and reducing administrative costs, allowing you to reinvest in your company's growth.

Contact us

We are here to help with your offering, investor recordkeeping, and raising capital needs.