Enhance the monitoring of your investments

A more reliable and efficient management of your portfolio companies

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Exemple de Cap Table

They trust us

Partech
XAnge
Serena
Blackfin
Kima ventures

Streamline the management of your portfolio companies

  • Access the complete history of your investments and view their capitalization table at any time
  • All legal documents related to your investments are stored in one place, classified using a predefined nomenclature
  • Effortlessly locate all data and documents associated with a beneficiary

Cap table dashboard
Portefeuille de titres

Ensure reliable record-keeping for your portfolio companies

  • Minimize the risk of error: the securities movement register and dematerialized shareholder accounts are synchronized with the capitalization table
  • Consistency and reliability of employee data guaranteed through HRIS integrations
  • A single source of information: put an end to the proliferation of tracking files for your portfolio companies

Improve efficiency in managing your investments

  • Automated tracking of participation in governance events: secure sending of meeting notices, monitoring and follow-ups of participations, and electronic signature of proxies
  • Integrated electronic signature compliant with eIDAS and automatic filing of documents in the legal library: stop wasting time on document exchanges
  • Access and permission management for your portfolio companies and your partner law firms and accounting firms
Gouvernance convocation

What our clients say about us

  • "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 Vilon
    Thibault Vilon CEO, ELEVO

  • "With Equify, we finally have a single source of truth. For each BSPCE exercise, I can instantly find the right information and the right document. We've gained in reliability and peace of mind."

    Karim Makram-Ebeid
    Karim Makram-Ebeid SECRETAIRE GENERAL, MEMO BANK

  • "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
    Edouard Celier CFO, BREVO

Security & data protection

We apply the highest European security standards to protect your data.

GDPR Compliance
Data hosted in France
Encryption

GDPR compliance

Our privacy and personal data processing policy complies with the General Data Protection Regulation.

Data hosted in France

 Your data is constantly replicated in separate data centres, all located in France, guaranteeing data integrity and availability in all situations.

Encryption

 All your data, including backups, are encrypted during both transmission and storage (AES-256 algorithm).

Take back control of your Equity!

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