Equity Shift is a trusted provider of software and infrastructure for global leaders in private equity.
Our automated, compliant and secure platform enables investors to buy and sell restricted securities and more easily see your holdings, underlying documentation, and any activities needing completion — all in one place.
Now managing and growing your portfolio companies has never been easier.
Point, Click. Done.
Complex valuation models leave most firms using spreadsheets, creating disconnected workflows and the potential for errors.
Our integrated platform enables firms to build sophisticated models, run sensitivity analyses, and seamlessly execute transactions all in one place.
We have the power to turn analysis into action. Model your scenarios, decide the path forward, then execute the transaction on our platform, maintaining data integrity and dramatically streamlining the process.
Too often, buying or selling private securities means accepting or rejecting any offer you can find.
With Equity Shift, dynamic bidding ensures that everyone discovers the “fair market” price. Transparency for pricing and fees protects investors.
Set the standard for automation efficiency with our all-in-one operations platform. Manage the authorization, issuance and offer of securities in just a few clicks.
Automate employee ownership — from approval to exercise — in standard or custom vesting schedules with real-time updates.
Meet all of the requirements of your capital raise in one place: connect with investors, manage diligence, collect funds and signatures, and expedite closing.
With Equity Shift manual tracking is no longer a requirement. Investors can monitor and manage all their securities, transactions, and ownership interests in one place, enabled by the latest in distributed ledger technology.
