Our services

Equify is much more than just an app. Our experts are by your side to assist you in managing your shareholding data and your legal secretarial in order to get the most out of your use of Equify.

 
Onboarding
 NEW TO EQUIFY?

Flexible onboarding solutions: turnkey service or personalized training

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Custom services
 GO FURTHER WITH EQUIFY

Custom services to support you throughout your shareholder management

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Partners
 OUR PARTNER OFFERS

Trusted partners to assist you on key topics

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Why opt for Equify services?

Given the complexity of shareholder management, we offer turnkey services to support you throughout your equity story:

  • Secure the management and closing of your operations and governance events by using our professional services
  • Facilitate software adoption for new team members, ensuring a smooth transition for all users
  • Optimize the management of your tool by ensuring proper use of all features, including the most advanced ones for shareholder management

They trust us

Doctolib
Blablacar
BackMarket
Payfit
Memobank
shift
Verkor
Ledger
Brevo
Artefact
Devialet
Younited
Exotec

NEW TO EQUIFY?

Flexible onboarding solutions: turnkey service or personalized training

  • Turnkey historical migration: We offer a share ledger migration service for our new clients on Equify with completion of a compliance audit.
  • Assisted migration service: Our experts support you with a training program tailored to your needs for quick mastery of the tool. Benefit from personalized follow-up by our coaches who will guide you toward autonomous migration of your historical data, including:
    - A kick-off call presenting the application and migration methodology
    - A coaching phase with personalized follow-up to help you resolve any difficulties you may encounter
    - A sign-off call validating the completion of your coached migration

 

 

Onboarding
Custom services

GO FURTHER WITH EQUIFY

Custom services to support you throughout your shareholder management

  • Management and closing of operations and governance events: Delegate the preparation and closing of your operations (fundraising rounds, grant campaigns) and the organization of your meetings (general assemblies, board meetings) to our legal experts, ensuring precision, compliance, and confidentiality.
  • Advanced support & training: Benefit from personalized assistance from an Equify expert to master the platform's critical features and enjoy tailored support for your strategic operations
  • On-demand services: Specific needs? Our experts are at your disposal to provide you with personalized assistance.

OUR PARTNER OFFERS

A network of trusted partners to assist you on key topics

At Equify, we have partnered with trusted experts to offer you a full range of services. Whether you need a business valuation or help designing your employee shareholding program, our partners are available to assist you

  • Valuation services: Our expert partners in valuation can carry out an accurate assessment of your business, providing a solid basis for your employee shareholding projects
  • Employee shareholding program design: Our partners specialized in employee shareholding programs can help you design a program that rewards your employees while promoting the growth of your business
Partners

Take back control of your shareholding!

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