Secure your management package, your cap table, and your governance structure as soon as the deal closes.
Centralize and digitize your cap table, management packages, governance, and records on a single platform. Ensure the reliability of your data, streamline your audits, and confidently prepare for every stage of your LBO.
A platform designed for LBO firms
From closing to divestiture, Equify centralizes data and documents related to your equity: management package instruments, multi-entity cap tables, governance, and legal records. Your funds, management, and advisors all work from a single source of truth.
Secure and Organize Your Management Package
Align the interests of management and investors over the long term through reliable, centralized, and traceable monitoring of incentive plans.
Digitize and implement your governance
Establish clear and robust governance to streamline decision-making among investors, management, and boards.
Ensure Your Legal Compliance
Reduce legal risk by centralizing and ensuring the reliability of all documentation related to your LBO structure.
Strengthen your relationship with your beneficiaries
Provide every manager and investor with a clear overview of their investment through a secure portal, both in France and internationally.
Equify at every stage of your LBO
Closing
Structure your cap table and management packages right from the start of the acquisition.
Day-to-Day Management
Track dilution, mandates, and your regulatory obligations in real time.
Capital Transactions
Manage every capital increase, divestiture, or refinancing with full traceability.
Disposal
Centralize shareholder history to expedite the buyer's due diligence.
More than just a tool.
Our legal professionals and equity experts are involved at every strategic stage of your LBO.
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"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."
Why Choose Equify?
A platform designed for complex ownership structures.
Frequently asked questions
Is Equify suitable for complex management package structures?
Yes. Equify manages all dilutive instruments in a management package (stock options, warrants, preferred shares, etc.) and tracks vesting, performance conditions, and valuation.
How does Equify handle reporting for investment funds?
Equify generates exports of your capital structure (issued capital, fully diluted, breakdown by investor) that are ready to use for your investor reporting.
How does Equify handle the migration of my shareholder history?
Depending on your needs, our teams can handle the entire migration process, including a compliance audit, or assist you in migrating your data at your own pace.
Does Equify ensure that my legal records are in compliance?
Yes. The securities transaction ledger (RMT) and the corporate governance ledger are electronic, maintain a complete history, and can be audited at any time.
How long does it take to get started on Equify?
Depending on the option you choose, our teams will either handle the entire migration (which will be up and running in a few weeks) or assist you in migrating your data at your own pace.
At what point does a company undergoing an LBO need Equify?
From the moment of closing. The complexity of an LBO structure (management package, debt, investor reporting) justifies a dedicated platform from day one.
Does Equify allow you to manage international (multi-country) operations and assignments?
Yes. Equify allows 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.
Does Equify support convertible instruments?
Yes. Equify allows you to manage convertible instruments (convertible bonds (OC), bonds redeemable for shares (ORA), or even BSA/AIR warrants (warrants attached to a convertible-like round), SAFE-type instruments, etc.) and track them from issuance through conversion.
What if you took back control of your ownership structure?
Discover how Equify centralizes and streamlines the legal and financial management of your equity at every stage of your growth.