Private Companies

Trust Equity Shift

You manage, we execute. It’s that simple.

Your transaction’s success is everything. Our automation handles what typically requires veteran paralegals, executive staff, and a team of licensed brokers — delivering enterprise-level controlled liquidity without the complexity or overhead. One platform, complete control, regardless of your company’s size.

Point, Click. Done

We've got the answer.

We solve for the inefficiencies and manual effort required from today’s point solutions.

Our automated platform offers complete digital control and seamless connectivity between private companies, investors and third-party agents and advisors, accelerating timelines and lowering costs by >50%. Gain an advantage with a repeatable event process that is always compliant and delivers better and faster outcomes for all.

Leverage technology for better outcomes.

Digital infrastructure for growth at every stage of your business.

A fully automated workflow solution for your company’s lifecycle needs – from fundraising to tender offers, auctions and multi-party block trading, along with vesting & conversions and corporate governance.

Execute your capital raise with automated workflows.
Simplify the process from configuration through investor engagement and execution.
Facilitate organized liquidity programs with complete control and simplify the secondary trading process on our ATS.

Shared Ownership Matters

Deliver equitable access to your company's value for employees and shareholders.

Our global Management Equity Program is the next generation in shared ownership, helping to drive better outcomes for your company and employees.

Use our platform to seamlessly implement a broad-based shared ownership strategy that contributes to company performance, employee wealth creation, and talent recruitment and retention.

Investor Relations. All in One Place.

Enterprise-level security meets effortless sharing.

Maintain sensitive corporate records with the benefit of immutable storage.

Create document rooms, share information dynamically, manage access by group, and execute legal contracts seamlessly — all from a single platform.

Get paralegal-level precision without the legal fees.