Automate your legal records and ensure corporate compliance.
Securities Transaction Register (RMT), corporate governance register, reporting requirements: Equify automatically keeps your legal records up to date with every transaction and alerts you before each deadline.
Explore the features
Find all your documents in the right place, at the right time
Stop wasting time searching for documents scattered across emails, cloud storage, and external law firms. Each document is automatically linked to the legal matter that generated it.
- Centralize your records, decisions, registers, contracts, and documents related to share ownership on a single platform
- Link each document to the corresponding transaction: allocation, issuance, transfer, exercise, or securities movement
- Organize your documentation by company, transaction, shareholder, or time period
- Instantly access the complete history of a transaction or a security
Automate the creation of documents related to your operations
Streamline your legal operations into simple, secure processes with automated document generation.
- Automatically generate your allocation letters, exercise documents, transfer orders, and decisions related to your transactions
- Synchronize your employees’ personal data with your HRIS to ensure that information is always reliable and up-to-date
- Reduce errors and re-entry during capital transactions
- Have the generated documents signed electronically using a signature compliant with the eIDAS Regulation
Maintain a comprehensive legal record of your company
Each event is recorded, documented, and preserved to provide a comprehensive overview of your shareholder base.
- Archive every version of a document, from creation to signature
- Track every action performed on the platform: user, date, action taken, and changes made
- Retain essential information related to each event: associated documents, signatories, decisions, and revision history
- Have a comprehensive and actionable audit trail available for your audits, strategic operations, or controls
Share your documents securely
Collaborate with your stakeholders by sharing structured, secure, and always-up-to-date documentation.
- Define access rights based on profiles: investors, beneficiaries, attorneys, auditors, internal teams
- Share structured documentation with your advisors or external stakeholders
- Prepare your due diligence with shareholder documentation ready to share with your investors and advisors
- Secure your communications with controlled and traceable access
What the module covers
CATALOGING & SEARCH
Standardized nomenclature
Automatic classification
Integrated search
Bilingual (FR / EN)
GENERATED DOCUMENTS
Award letters
Exercise documents
Transfer orders
Attendance sheets
Templates approved by your boards
LEGAL MEMORANDUM
Version history
Action log (user, date)
Signatories & decisions archived
Documents associated with the event
Complete audit trail
SECURE SHARING
Access Rights by profile
Sharing with advisors & auditors
Controlled & traceable access
Revocable access
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 →Why Choose Equify?
A portal designed to enhance the experience of your employees and shareholders.
Frequently asked questions
How does Equify keep the securities transaction ledger up to date?
Every transaction entered into Equify (issuance, transfer, conversion, exercise) automatically updates the securities transaction ledger (RMT). There is no need for re-entry or manual synchronization: the RMT constantly reflects the exact status of your shareholder base.
Does Equify handle the specific requirements of the French securities transaction registry?
Yes. The French RMT has specific requirements that U.S. or U.K. platforms do not adequately cover. Equify was designed for French law: all transactions specific to granted bonus shares (AGA), BSPCE options, and other instruments under French law are natively managed and recorded in the RMT in accordance with legal requirements.
How does Equify help ensure that legal and statutory deadlines are not missed?
Equify allows you to centralize all of your company’s legal and statutory obligations in a single calendar. Automatic alerts notify you before each deadline (deadlines for calling a shareholders’ meeting, reporting requirements, statutory deadlines) so that no obligation is overlooked.
How does Equify prepare for audits and inspections by statutory auditors?
Equify keeps your records up to date as you conduct your business and centralizes all your legal documentation. Every transaction is logged and documented, with a complete audit trail. This ensures you have the information and supporting documentation your auditors expect, without the need for any special preparation before an audit.
Is Equify suitable for managing the registries of multiple legal entities?
Yes. Equify allows you to manage the records of multiple entities within a single platform, which is useful for multi-entity structures (LBOs, holding companies) or firms that manage their own shareholdings through different entities.
Why must the capital table and the securities transaction register (RMT) remain synchronized?
The cap table and the share transaction register describe the same reality from two complementary perspectives: the cap table provides an economic view of the shareholder structure, while the share transaction register serves as the legal record tracking every share transaction. If these two documents are not synchronized, inconsistencies may arise and complicate your audits, fundraising efforts, or capital transactions. With Equify, every transaction automatically updates both the cap table and the RMT to ensure that the information is reliable, consistent, and always compliant.
What is a securities transaction register?
The securities register (RMT) is a legal record that tracks transactions affecting a company’s capital: issuances, sales, transfers, conversions, or other securities transactions. It provides a reliable legal record of changes in the company’s shareholding structure. Equify digitizes this register and keeps it synchronized with the transactions carried out on the platform.
How do you digitize a securities transaction ledger?
Digitizing a securities transaction ledger involves replacing manual tracking with centralized, historical, and secure management of equity transactions. Equify enables you to track securities transactions, link supporting documents, and maintain a complete audit trail. This ensures that the data remains accessible to investors, advisors, and auditors.
How do you prepare for shareholder due diligence?
Shareholder due diligence requires a reliable capital structure table, up-to-date records, and complete documentation of past transactions. Equify centralizes information related to capital, shareholders, financial instruments, and legal documents to provide structured documentation that is ready to be shared.
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.