Support your clients in managing their corporate affairs

Save time and increase efficiency in handling your clients' requests

Book a demo
Suivi des participations pour la gouvernance

They trust us

Chammas & Marcheteau
August Debouzy
Gide
McDermott
Parallel

Collaborate easily with your clients

  • Seamless collaboration through access and permission management
  • Access your clients' entire capitalization history and view their cap table at any given date
  • All your clients' legal documents are available in one place and organized using a predefined nomenclature
  • Easily retrieve all information and documents related to a beneficiary
Bibliothèque juridique intelligente
Illustration d'un workflow d'attributions

Save time and gain efficiency

  • Thanks to mail merge, stop wasting time preparing documentation: your templates are automatically personalized with information relevant to each beneficiary
  • Send documents for electronic signature, in compliance with the European eIDAS directive, and track and follow up instantly
  • The securities movement register and dematerialized shareholder accounts are synchronized with the cap table

Prepare your clients' governance events in just a few clicks

  • Creation of governance groups: a dedicated list and tracking for each body
  • Automatic listing of holder classes based on the capitalization table
  • Automated participation tracking: secure sending of notices, monitoring and follow-up of participations, and electronic signature of proxies
Exemple de convocation à une AG

The benefits of Equify for managing your clients' corporate affairs

  • Reliability

  • Efficiency

  • Collaboration

  • Global vision

  • Security

A reliable and error-free capitalization table

Automatic updating of your clients' capitalization table and securities movement register based on recorded transactions.

Benefit from the same evidence guarantees as the paper register and centralize your clients' legal documentation while gaining reliability: avoid errors thanks to a single source of information.

Learn more

Significant time savings

Perform bulk allocations on behalf of your clients in just a few clicks and easily monitor their allocation plan.

Quickly retrieve your clients' entire capitalization history and all information related to a transaction.

 
 
Learn more

Enhanced collaboration with your clients

Smooth collaboration thanks to customizable access and transaction monitoring carried out on a single interface.

A unified nomenclature and complete indexing facilitate information retrieval and ensure consistent management of operations and documents.

Governance monitoring and automation through AGM and board meeting invitations, mandate management, and automatic proxy generation.

Learn more

A comprehensive overview

Manage all of your clients' corporate secretarial tasks on Equify: governance, securities movement register maintenance, allocations, etc.

Find all their transactions and documents on a single interface

Learn more

Data security

We guarantee the security, confidentiality, availability, and integrity of your clients' data.

Our data is hosted in France and replicated across multiple data centers to ensure durability and access in case of disaster.

We also ensure end-to-end data encryption

 
Learn more

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 shareholding!

Book a demo