Customer testimonials

Hear from our customers about how Equify helped them navigate pivotal moments in their equity journey.

Elevo

A SINGLE SOURCE OF TRUTH FOR ALL OUR CORPORATE

Amid rapid growth and successive fundraising rounds, Elevo needed to manage its capital efficiently while staying compliant. Discover how Elevo made Equify its single source of truth for corporate and shareholder data—streamlining legal due diligence during its exit process.


Thibault Vilon
THIBAULT VILON | CEO & CO-FOUNDER

"For us, Equify was a strategic tool that accompanied us in our development, from our Series A to our acquisition. Not only did the platform ensure our regulatory compliance, it also saved us valuable time during interactions with our investors and during the acquisition process."


Elevo
A SINGLE SOURCE OF TRUTH FOR ALL OUR CORPORATE

In this case study

About Elevo

About Elevo

Founded in 2017, Elevo is a French company specializing in performance and talent management. Its HR platform enables 400+ companies to build high-performing, engaged teams through the concrete exploitation of their HR data. Since July 2025, Elevo has joined the Assessio group, a major European player in predictive assessment. Together, they form a unique integrated HR platform in Europe, at the crossroads of science, data and AI.

About Thibault

About Thibault

Trained as an engineer, Thibaut Vilon began his career in the United States. He spent four years at Apple’s headquarters in California, leading the internationalization of Mac OS. He then moved to Switzerland to join Google, where he served as Project Lead for the YouTube infrastructure team. Building on this strong technical foundation—and driven by a growing interest in HR and management—he co-founded Elevo in 2017 with Étienne le Scaon.

A reliable register

A reliable registry

Elevo adopted Equify in 2021, during its first VC-led funding round, as the company was scaling rapidly after completing its pre-seed and seed rounds. At this pivotal stage, Elevo realized it still didn’t have a Share Transfer Register (Registre des Mouvements de Titres, RMT)—a legally required record for any joint-stock company.

"Our lawyer recommended Equify as the ideal solution for Elevo," explains Elevo CEO Thibaut. "We needed a reliable platform that would not only enable us to create our legal register, but also facilitate our investor relations management." This decision was part of a regulatory compliance process, essential to secure their new fundraising.

"If I could go back in time, I would have implemented Equify right from our first round. The longer you wait, the more complex and time-consuming compliance becomes. And in the end, the solution is relatively inexpensive compared to the convenience it brings, especially when you consider the time saved and peace of mind during due diligence." Thibault, Elevo CEO

A unique source of truth

A single source of truth

One of the main benefits Thibaut highlights is Equify’s reliability as a single source of truth. Unlike Excel spreadsheets or documents scattered across a Drive, Equify centralizes all cap table data in one secure place.

"When I need to be sure of information about our shareholding, I go straight to Equify to get it, because I know it's true. It's the source of truth I can rely on 100%." Thibault, CEO of Elevo

That reliability is critical, especially when making key decisions or communicating with investors, where accuracy is non-negotiable.

Collaboration made easy

Collaboration made easy

The platform also stands out for its unique navigation interface, as Thibaut explains: "There's a way of navigating that you can't find anywhere else". Equify offers several entry keys for accessing information - by shareholder, by date, by operation - making it easy to consult the history of movements and obtain an overview or detailed view as required.

"What's really powerful is that you can retrieve any information in several different ways. You'll never find this flexibility on a Drive or in conventional folders." Thibault, Elevo CEO

This intuitive navigation structure makes it much easier to access crucial information, even for users unfamiliar with the complexities of cap tables. What's more, the ability to generate a cap table at any date in time represents a considerable advantage for collaboration with investors.

"Every year, my investors asked me for a status report on their shares by class and by fund. Thanks to Equify, I could answer them in three clicks, with total confidence in the reliability of the information provided. It's very nice to be able to consult the complete history and answer shareholders' questions with this assurance." Thibault, Elevo CEO

The exit with Equify

The exit with Equify

Assessio’s acquisition of Elevo in July 2025 highlighted another major advantage of Equify: its ability to significantly streamline legal due diligence. The platform proved especially valuable during this critical phase.

“The reports generated by Equify made it easy to export all the information we needed for the acquisition audit. Having absolute confidence in our share transfer register (RMT) and being able to export our cap table quickly turned what could have been a painful process into a much smoother one.” — Thibaut, CEO of Elevo

Thibaut adds that this capability gave him real peace of mind during an intense audit period. He knew every data point shared was accurate and up to date, and he could instantly retrieve supporting documents for any auditor request.

“During due diligence, acquirers ask very specific questions about shareholder history. With Equify, I had complete confidence in my answers. I could quickly find and share the relevant documents, which made the acquisition process much easier and increased the buyers’ confidence.” — Thibaut, CEO of Elevo

About Elevo

Founded in 2017, Elevo is a French company specializing in performance and talent management. Its HR platform enables 400+ companies to build high-performing, engaged teams through the concrete exploitation of their HR data. Since July 2025, Elevo has joined the Assessio group, a major European player in predictive assessment. Together, they form a unique integrated HR platform in Europe, at the crossroads of science, data and AI.

About Thibault

Trained as an engineer, Thibaut Vilon began his career in the United States. He spent four years at Apple’s headquarters in California, leading the internationalization of Mac OS. He then moved to Switzerland to join Google, where he served as Project Lead for the YouTube infrastructure team. Building on this strong technical foundation—and driven by a growing interest in HR and management—he co-founded Elevo in 2017 with Étienne le Scaon.

A reliable registry

Elevo adopted Equify in 2021, during its first VC-led funding round, as the company was scaling rapidly after completing its pre-seed and seed rounds. At this pivotal stage, Elevo realized it still didn’t have a Share Transfer Register (Registre des Mouvements de Titres, RMT)—a legally required record for any joint-stock company.

"Our lawyer recommended Equify as the ideal solution for Elevo," explains Elevo CEO Thibaut. "We needed a reliable platform that would not only enable us to create our legal register, but also facilitate our investor relations management." This decision was part of a regulatory compliance process, essential to secure their new fundraising.

"If I could go back in time, I would have implemented Equify right from our first round. The longer you wait, the more complex and time-consuming compliance becomes. And in the end, the solution is relatively inexpensive compared to the convenience it brings, especially when you consider the time saved and peace of mind during due diligence." Thibault, Elevo CEO

A single source of truth

One of the main benefits Thibaut highlights is Equify’s reliability as a single source of truth. Unlike Excel spreadsheets or documents scattered across a Drive, Equify centralizes all cap table data in one secure place.

"When I need to be sure of information about our shareholding, I go straight to Equify to get it, because I know it's true. It's the source of truth I can rely on 100%." Thibault, CEO of Elevo

That reliability is critical, especially when making key decisions or communicating with investors, where accuracy is non-negotiable.

Collaboration made easy

The platform also stands out for its unique navigation interface, as Thibaut explains: "There's a way of navigating that you can't find anywhere else". Equify offers several entry keys for accessing information - by shareholder, by date, by operation - making it easy to consult the history of movements and obtain an overview or detailed view as required.

"What's really powerful is that you can retrieve any information in several different ways. You'll never find this flexibility on a Drive or in conventional folders." Thibault, Elevo CEO

This intuitive navigation structure makes it much easier to access crucial information, even for users unfamiliar with the complexities of cap tables. What's more, the ability to generate a cap table at any date in time represents a considerable advantage for collaboration with investors.

"Every year, my investors asked me for a status report on their shares by class and by fund. Thanks to Equify, I could answer them in three clicks, with total confidence in the reliability of the information provided. It's very nice to be able to consult the complete history and answer shareholders' questions with this assurance." Thibault, Elevo CEO

The exit with Equify

Assessio’s acquisition of Elevo in July 2025 highlighted another major advantage of Equify: its ability to significantly streamline legal due diligence. The platform proved especially valuable during this critical phase.

“The reports generated by Equify made it easy to export all the information we needed for the acquisition audit. Having absolute confidence in our share transfer register (RMT) and being able to export our cap table quickly turned what could have been a painful process into a much smoother one.” — Thibaut, CEO of Elevo

Thibaut adds that this capability gave him real peace of mind during an intense audit period. He knew every data point shared was accurate and up to date, and he could instantly retrieve supporting documents for any auditor request.

“During due diligence, acquirers ask very specific questions about shareholder history. With Equify, I had complete confidence in my answers. I could quickly find and share the relevant documents, which made the acquisition process much easier and increased the buyers’ confidence.” — Thibaut, CEO of Elevo

WITHINGS

Saving time for our finance team

PAYFIT

A key tool for structuring employee share ownership

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A key partner to support our growth

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A key solution for managing our shareholder complexity

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