Equity Shift offers a single, secure platform that automates private market transactions, delivering a fully integrated documents, payments, and securities transfer solution that helps reduce your administrative tasks so you can focus on your clients’ more urgent needs and get more done. Point, Click. Done.
Our patented BITE® Platform, regulated by the SEC and FINRA approved, meets all regulatory and compliance standards. You can trust that your clients’ sensitive information never leaves our platform.
Our fully integrated documents, payments, and securities solution ensures that when a transaction process is completed, all of the information on all of the documents is the same.
No manual entries, no errors, each time.
Our platform delivers immutable storage and audit-ready archives in one secure environment — giving you instant, controlled access to share with stakeholders.
As a founding member of the Open Cap Table Coalition, we’re setting the standard for ownership table portability and transparency while maintaining data security and integrity.
Transform transaction workflows from bottleneck to breakthrough. Our secure platform executes end-to-end securities transactions so you can focus on high-value client work.
Ready to maximize your practice’s efficiency? See how firms are automating their way to growth.
