The shareholder management platform.
Capitalization table, employee stock ownership, records, corporate governance, legal library, and shareholder portal. One platform, one single source of truth.
An expert solution for every type of capital structure
Every organization has its own challenges and stakeholders. Equify adapts to the nature of your shareholder structure, from the simplest setups to the most complex arrangements.
Companies under LBO
A capital structure and management packages are reviewed for each transaction.
↳ En savoir plus
Startups & Scale-ups
From inception to liquidity, maintain control over your ownership structure at every stage.
↳ En savoir plus
Multi-partners firms & organizations
Manage your firm's partnership structure and equity with complete transparency.
↳ En savoir plus
Private or publicly traded companies with employee ownership
Give your employees equity and track each grant, from allocation to cash-out.
↳ En savoir plusSix modules, one unified platform
All your connected capital data, from the capitalization table to governance.
A reliable capital structure table, synchronized with the registry in real time
- Automatic synchronization with the securities transaction register (issued capital and fully diluted)
- Complete history of operations, from incorporation to sale
- All types of securities: common and preferred stock, stock purchase warrants (BSA), stock option warrants (BSPCE), additional share certificates (AGA), and convertible bonds (OC)
- Shared access and custom exports for your investors and legal advisors
Roll out and track your employee stock ownership plans-without any hassle
- Automatic generation of customized documents (award letters, transfer orders) and eIDAS electronic signatures
- Real-time tracking of vesting schedules, pools (assigned, vested, and exercised securities), and valuation
- Dedicated portal for your beneficiaries: securities portfolio, earnings simulator, documents, and communications
- HRIS Integrations for Synchronizing Your Beneficiaries' Personal Data
Accurate records, ready for any audit
- Fully digitized securities transaction ledger and governance ledger
- Every transaction is logged, documented, and archived as soon as it is entered
- Automation of Tax and Regulatory Filings (DSN, Individual Reports)
- Activity logs and full traceability for ongoing compliance
Organize your meetings and manage your governance online
- Online notices of meetings for your governing bodies (general meetings, boards, meetings of all members)
- Automatic generation of authorizations, attendance sheets, and draft resolutions
- eIDAS Electronic Signatures on Your Minutes and Governance Documents
- Monitoring the Terms of Office of Executives and Corporate Bodies
A secure space for every stakeholder, with complete autonomy
- A personal dashboard tailored to each user type: BSPCE and AGA beneficiaries, managers, individual shareholders, investors, and partners
- Real-time view of ownership: securities portfolio, vested rights, vesting schedule, and transaction history
- Participation in e-governance: responding to notices, generating authorizations, and signing with eIDAS from the personal account
- Recipient autonomy: direct access to documents and the ability to update contact information, to reduce the workload on your teams
- Fully customizable access rights: You decide what information to share, with whom, and at what level of detail
All your legal documents, centralized and indexed
- Automatically generated documentation organized in your library
- A standardized nomenclature tied to the company's history, ready for audits and due diligence
- Instant advanced search across all your documents
- Bulk signing of legal documents
A strategic partner, not just a tool
With Equify, we’ve found much more than just a tool: a true source of truth for our cap table. It allows us to manage our shareholder structure with confidence, streamline our communications with all our stakeholders, and ensure operational continuity, even amid rapid growth.
Equify was a strategic tool that supported us from our Series A round through our acquisition. Not only did the platform ensure our regulatory compliance, but it also saved us valuable time when interacting with our investors and during the acquisition process.
Equify has transformed the way we manage our shareholder information: from scattered Excel files to a single, reliable, and scalable platform capable of keeping pace with our international growth.
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 →Frequently asked questions
How long does it take to deploy Equify?
Most of our clients are up and running within two weeks: importing your existing capital table, configuring your equity instruments, and training your teams.
Is Equify a good fit for my ownership structure?
Yes. Equify caters to companies undergoing LBOs, startups and scale-ups, multi-partner firms, and employee-owned companies-from the simplest to the most complex structures.
How is my data protected?
Your data is encrypted both in transit and at rest (AES-256), hosted in data centers located in France, and our privacy policy complies with the GDPR.
Can I import my existing capital table?
Yes, our teams will help you import and ensure the accuracy of your securities transaction history, regardless of the tool you currently use (spreadsheet, another platform, or no tool at all).
Do you offer dedicated support?
Each client is assigned a dedicated contact person for deployment and ongoing support, with a guaranteed response time for sensitive matters (shareholders’ meetings, fundraising, audits).
What if you took back control of your ownership structure?
Discover how Equify streamlines and enhances the reliability of the legal and financial management of your equity at every stage of your growth.