A reliable cap table, synchronized with your records, and ready for your investors.
Centralize all your capital on a single platform. Track all your shareholders and financial instruments, secure every transaction, and have a capital table that’s always ready for your investors, auditors, and advisors.
Explore the features
Maintain a reliable and up-to-date view of your capital
Have a single source of truth that your executives, investors, and advisors can rely on.
- Centralize all your shareholders, securities, and financial instruments-in France and internationally-in a single cap table
- View the breakdown of issued capital and fully diluted capital in real time
- Find the exact composition of your shareholder base as of any date
- Share reliable information with your investors, auditors, and advisors
Track the entire history of your share ownership
Each transaction is logged, documented, and linked to its legal context.
- Manage all French legal instruments and international issuances natively: AGA, BSPCE, BSA, convertible bonds, preferred stock, stock options
- Track all issuances, transfers, conversions, and securities transactions
- Link each transaction to its supporting documents for complete traceability
- Maintain a complete audit trail of all changes
Automate all transactions involving your capital
Reduce administrative tasks and eliminate duplicate data entry with a platform connected to your records.
- Synchronize your cap table automatically with the securities transaction register (RMT)
- Generate documentation for each transaction using templates approved by your attorneys
- Automate the collection of electronic signatures and follow-ups with beneficiaries
- Digitize the organization of general meetings related to your capital transactions
Prepare for your fundraising rounds, audits, and due diligence with confidence
Your documentation is always ready whenever your investors, auditors, or acquirers need it.
- Set up a comprehensive shareholder data room quickly
- Share your information with secure access and granular permissions
- Respond to due diligence requests in just a few clicks, without having to reconstruct your history
What the module covers
MANAGED INSTRUMENTS
Common Stock
Preferred Stock
Stock Option Warrants
Bonus Shares (AGA)
Stock options
BSA
Convertible bonds
ONGOING OPERATIONS
Subscriptions
Transfers
Conversions
Allocations & Exercises
Stock Split
Terminations & Suspensions
SYNCHRONIZED WITH
Securities Transaction Register
Employee Stock Ownership Plans
Corporate Governance Register
Legal Library
Shareholder Portal
DOCUMENTS & COMPLIANCE
Issued Capital / Fully Diluted
Cap table as of a previous date & future
Investor reports
Audit trail
Your shareholder data deserves the highest standards
We apply the most demanding European security standards to protect the confidentiality, availability and integrity of your data.
Discover our security policy →Why Choose Equify?
A platform designed for complex ownership structures.
Frequently asked questions
Is Equify suitable for a complex capital structure with multiple classes of securities?
Yes. Equify centralizes all financial instruments used in France and internationally: common stock, preferred stock, BSPCE, bonus shares (AGA), BSA, convertible bonds, and stock options. Each category is managed according to its own specific legal requirements.
How does Equify synchronize the capital table with the securities transaction ledger?
The capital table shows the breakdown of equity, while the register legally tracks changes in securities. Every transaction entered in Equify automatically updates both, without the need for re-entry or the risk of desynchronization.
How does Equify handle AGAs and BSPCEs in the cap table?
Allotted bonus shares (AGA) and BSPCE options are supported natively, along with their vesting rules, specific conditions, and tax obligations-unlike U.S. or U.K. platforms, which do not adequately support these instruments.
Is it possible to view the capital structure as of an earlier date?
Yes. Equify maintains a complete history of all transactions. You can view the exact composition of your shareholder base as of any past date, along with the associated legal documentation.
What is capitalization table software?
Capitalization table software allows you to centralize, track, and update a company’s capital structure: shareholders, shares held, and financial instruments. Equify adds a legal dimension by synchronizing the cap table with the relevant records and documentation.
What French alternatives are there to Carta or Ledgy?
Equify is a French platform designed to address the specific legal requirements of France: BSPCE, AGA, BSA, and the securities transaction register are natively integrated, combining equity management, legal compliance, and a user-friendly experience.
Ready to make your capitalization table more reliable?
Discover how Equify centralizes and streamlines the legal and financial management of your equity at every stage of your growth.
Allocations, vesting, exercise, and reporting requirements for your plans.
Digital RMT, audit trail, and documentation that is always up to date.
Annual Meeting, Advisory Board, Powers, Quorum, and Register.