Equity Shift Securities Management Platform

byEquity Shift

Equity Shift's Securities Management Platform is a comprehensive digital solution designed to automate and streamline private securities transactions for private companies, investors, and financial professionals. The platform facilitates primary offerings, convertibles, vesting schedules, and various secondary transactions, ensuring compliance and security throughout the process. By integrating end-to-end workflow automation, it provides transparency, control, and operational efficiency across corporate events, enabling users to manage ownership, governance, and transactions seamlessly.

Features

  • Automated workflows for primary offerings, convertibles, vesting, and secondary transactions
  • Real-time transaction data and updates
  • Enterprise-level security with passwordless login and encrypted file storage
  • Compliance with KYC/AML regulations through automated identity verification
  • Integration with trading, HR, and reporting systems
  • Dynamic bidding for real-time price discovery in private securities
  • Centralized management of investor relations and corporate records
  • Support for multi-entity lifecycle administration

Product Details

Pricing
Custom
Deployment
Cloud
Location
🇺🇸 Raleigh, United States

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