Why Equity Shift?

You, but with superpowers.

Imagine having the capabilities of a Chief of Staff, a veteran paralegal, and a team of licensed brokers working for you 24/7.

Automation gives operators enhanced capabilities, and unlocks the benefits of controlled liquidity for private companies of any size.

Why Equity Shift?

You, but with superpowers.

Imagine having the capabilities of a Chief of Staff, a veteran paralegal, and a team of licensed brokers working for you 24/7.

Automation gives operators enhanced capabilities,
and unlocks the benefits of controlled liquidity for private companies of any size.

The Problem:

Secondaries today require a messy patchwork of manual tools & services.

A single “restricted” transfer can take 60+ days across 5+ services with >10% value erosion (fees) and <70% completion rate.

The Problem:

Secondaries today require a messy patchwork of manual tools & services.

A single “restricted” transfer can take 60+ days across
5+ services with >10% value erosion (fees) and <70% completion rate.

The Solution:

One secure platform for issuers, investors, and third party agents.

Digital engagement can reduce timelines & closing costs by >50%.

Repeatable event processing ensures compliance and improved outcomes for all.

The Solution:

One secure platform for issuers, investors, and 3rd party agents.

Digital engagement can reduce time & closing costs by >50%.

Repeatable event processing ensures compliance and improved outcomes for all.

“Our rules force all 143 investors to sign every deal. Your software makes that possible.”

Chief Financial Officer

Late-Stage Battery Manufacturer1

“Our rules force all 143 investors to sign every deal. Your software makes that possible.”

Chief Financial Officer

Late-Stage Battery Manufacturer1

Restricted Securities, Simplified.

Come as you are:

Corporations, LLCs & Partnerships

Shares, Units & Interests

Convertibles & Options

Restricted Securities

Debt Instruments

Automation for any event:

Fundraising
Tender Offers & Auctions

Multi-Party Block Trading

Vesting & Conversions

Corporate Governance

Come as you are:

Corporations, LLCs
& Partnerships

Shares, Units & Interests

Convertibles & Options

Restricted Securities

Debt Instruments

Automate any event:

Fundraising
Tender Offers & Auctions

Multi-Party Block Trading

Vesting & Conversions

Corporate Governance

Investor relations,
now in one place.

Maintain sensitive corporate records with the added benefits of immutable storage.

Create document rooms, dynamically share information across different groups, then prepare and execute legal contracts with ease.

It’s like having full-time access to your favorite lawyer’s favorite paralegal (minus the billable hours).

Investor relations,
now in one place.

Maintain sensitive corporate records with the added benefits of immutable storage.

Create document rooms, dynamically share information across different groups, then prepare and execute legal contracts with ease.

It’s like having full-time access to your favorite lawyer’s favorite paralegal (minus the billable hours).

“The workflow automation insulates our company from the compliance risks of manual secondaries.”

General Counsel

Medical Cannabis Company1

“The workflow automation insulates our company from the compliance risks of manual secondaries.”

General Counsel

Medical Cannabis Company1