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INVESTMENT FUNDS

Improve the tracking of your participation.

More reliable and efficient management of your investments: centralize the capital tables, share registers, and legal documentation for your entire portfolio on a single platform.

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01 - SMOOTHNESS & EFFICIENCY

Improve the efficiency and effectiveness of your investment management

A unique, up-to-date view of your entire portfolio, with automated governance and documentation.

Access your complete investment history and view your capitalized balance at any time
Find all the legal documents related to your investments in one place, organized according to a predefined classification system
Easily find all the information and documents related to a beneficiary
Automate tracking participation in governance events: secure delivery of meeting notices, tracking and follow-ups, and electronic signing of proxies
Sign electronically, in accordance with the eIDAS Regulation, and let your documents be automatically filed in the legal library
02 - RELIABILITY

Ensure the reliability of your equity interest records

A single source of truth, continuously synchronized, to eliminate discrepancies between your tracking files.

Minimize the risk of errors: The securities transaction ledger and the electronic shareholder accounts are synchronized with the capitalization table
Ensure the consistency and reliability of employee data through HRIS integrations
Have a single source of information and put an end to the proliferation of files used to track your investments
03 - Legal Compliance

Ensure that your investments comply with the law

Reduce the legal risk associated with your equity investments by centralizing and ensuring the accuracy of all your shareholder documentation.

Centralize and digitize the securities transaction log (RMT) for your equity investments, synchronized with their capitalization table
Document each event (disposal, conversion, allocation) as soon as it occurs, for each of your equity interests
Maintain a complete audit trail for due diligence, internal audits, and exits
Organize shareholder documentation that’s ready to be shared with your co-investors and advisors
Stay ahead of their corporate deadlines with centralized tracking of their obligations
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CLIENT TESTIMONIAL

"Equify's ability to evolve with us, anticipate our needs, and provide responsive, expert support makes it much more than just a tool-it's a true strategic partner in our growth."

Edouard Celier
CFO, Brevo
Security & sovereignty

Your clients' 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 →
GDPR
Privacy Policy in Compliance with the General Data Protection Regulation.
FR
Data continuously replicated across separate data centers, located in France.
AES-256
All your data encrypted in transit and at rest, backups included.

Ready to make the tracking of your investment portfolio more reliable?

Discover how Equify centralizes and streamlines the legal and financial management of your investments at every stage of their development.

Request a demo