COMPANIES WITH EMPLOYEE OWNERSHIP

Maintain long-term control over your shareholder structure.

Centralize the management of your employee stock plans (BSPCE, free shares, stock options), automate the most time-consuming tasks, and provide a seamless experience for your employees, regardless of the number of beneficiaries.

Employee ownership under control, at every level

From initial allocations to liquidity events, Equify centralizes your plans, records, and governance. Your HR, finance, and legal teams work from a single source of truth, and each beneficiary has independent access to their shareholdings.

01 - LARGE-SCALE MANAGEMENT

Manage your shareholder base on a large scale

Easily manage multi-country plans involving hundreds or thousands of beneficiaries from a single platform, without increasing manual tasks or losing control of your data.

Manage all your plans (BSPCE, granted free shares, stock options, etc.) in France and internationally from a single platform
Track awards, vesting, exercises, departures, and expirations in real time
Manage securities acquisitions, disposals, transfers, and redemptions, including their valuation, and maintain a complete history of capital transactions
Synchronizz your employees' personal data with your HRIS to ensure that information is always reliable and up to date
Comply with your regulatory obligations through the automatic generation of required documents (DSN, individual statements)
Centralize your capital table, ledgers, and plans to have a single source of truth
02 - EMPLOYEE EXPERIENCE

Offer your employees and shareholders a modern experience

Give each beneficiary easy and secure access to their shareholdings, while reducing the workload on your HR, finance, and legal teams.

Provide each beneficiary with a secure portal to view their securities portfolio, track their vesting, and review their transaction history
Offer a return simulator to help beneficiaries understand the potential value of their securities
Centralize communications, notifications, and documents in a single place
Enable the electronic signing of documents, responses to notices, and the online submission of powers of attorney
Reduce the number of requests made to internal teams with self-service access
03 - GOVERNANCE

Organize and digitize your governance

Effectively coordinate your partners, directors, and beneficiaries through fully digitized governance processes.

Plan and schedule your annual meetings, board meetings, and strategic committee meetings online
View attendance rates and automatically generate your attendance sheets
Simplify the delegation and collection of proxies and easily reach your quorums
Digitize the tracking of mandates issued by your governing bodies
Sign minutes and decisions with eIDAS-compliant electronic signatures
Centralize mandates, decisions, and communications in a single repository
04 - COMPLIANCE & TRACEABILITY

Secure your shareholder base for the long term

Maintain a reliable, well-documented record of each transaction so that you always have actionable information available for your teams, advisors, and auditors.

Document every event that affects equity (disposition, conversion, allocation) as soon as it occurs
Keep a securities transaction log that is always synchronized with your cap table
Easily prepare your audits, inspections, or capital-related transactions with structured, up-to-date documentation
Plan ahead for your corporate deadlines with centralized tracking of your obligations
LIFE CYCLE

Equify at every stage of your employee stock ownership plan

01

Close-ups

Structure your initial stock awards (BSPCE, AGA) and establish clear rules from the start.

02

Scaling

Manage hundreds, then thousands of beneficiaries without increasing the amount of manual work.

03

Daily Life

Keep track of vesting schedules, departures (good/bad leavers), and reporting requirements in real time.

04

Liquidity Events

Centralize your plan history to ensure the security of exercises, transfers, and withdrawals.

SUPPORT

More than just a tool.

Our legal professionals and equity experts are involved at every strategic stage of your company's life cycle.

ONBOARDING
Onboarding on Equify
Turnkey migration of your shareholder history, including a compliance audit.
STRATEGIC EVENTS
Strategic Operations
Our experts are here to support you through every closing, allocation, and capital transaction.
DAILY SUPPORT
Long-term support
Take advantage of the support offered by our teams to help you tackle your day-to-day challenges.
TRAINING
Dedicated Account Manager
A single point of contact who is familiar with your case, your history, and your deadlines.
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CLIENT TESTIMONIAL

"Having all our documents centralized in Equify saves us a considerable amount of time. When someone asks me a question about BSPCEs, an employee's rights, or the cap table, I can answer right away, without having to search through different files or contact our lawyers. It's a major efficiency gain in our day-to-day work."

François Regnier
CFO, Withings

Why Choose Equify?

Take control of an employee stock ownership plan that evolves with your company.

Manage hundreds or thousands of beneficiaries without complicating your internal processes.
Automate operations related to employee stock plans : documentation, signatures, DSN filings, individual statements, and vesting tracking.
Provide your employees with a modern experience through a secure, self-service portal.
Ensure reliable data by synchronizing with your HRIS and your records.
Get expert guidance to structure and develop your employee stock ownership plans.
THEY TRUST US
Aug. 2, 2007, 7:19 a.m., 50, 4499
Aug. 3, 2007-July 19, 2026-50-3567-AM
Aug. 6, 2007-2026-07-19-50-2863-AM
Aug 1, 2007, 7:19 a.m., 50, 5533
Aug. 4, 2007-July 19, 2026-50-3568-AM
Aug 1, 2007-July 19, 2026-50-5533-AM
Aug. 5, 2007-July 19, 2026-50-3863-AM
Aug. 12, 2007-July 19, 2026-50-3381-AM
Aug. 10, 2007-July 19, 2026-50-3591-AM

Frequently asked questions

Is Equify suitable for managing thousands of beneficiaries?

Yes. Equify is designed to handle large volumes of beneficiaries and transactions without compromising data consistency or increasing the number of manual tasks.

How does Equify integrate with my organization's HRIS?

Equify connects to the leading HRIS systems on the market (Workday, Lucca, PayFit, etc.) to automatically synchronize beneficiary data and ensure that the information between your systems is always up to date.

How does Equify automate allocations on a large scale?

Equify allows you to launch bulk assignment campaigns, automatically generate the associated documentation, and collect electronic signatures while maintaining a complete history of each transaction.

How does Equify ensure data reliability in a multi-plan context?

By centralizing the cap table, ledgers, and plans on a single platform, Equify eliminates the risk of data inconsistencies across your data sources. Each transaction automatically updates all relevant ledgers.

How does Equify help ensure compliance with regulatory requirements?

Equify automates the generation of individual statements and DSN filings related to employee stock ownership plans and sends alerts about regulatory deadlines to ensure nothing is overlooked.

Does Equify allow you to manage international (multi-country) operations and allocations?

Yes. Equify enables you to manage your transactions and all categories of securities on an international scale. Many clients are already managing multi-country allocations (such as stock options, AGAs, etc.) directly in Equify, with a single source of truth and full traceability.

What if you took back control of your ownership structure?

Discover how Equify streamlines and enhances the reliability of your equity's legal and financial management at every stage of your growth.