Prepare for every funding round, every investment, and every due diligence process with a consistently reliable cap table.
Manage your entire shareholder base from a single platform: capital table, employee stock plans (BSPCE, stock options, granted bonus shares, etc.), governance, and legal records. Automate your capital transactions, streamline your fundraising efforts, and confidently prepare for audits, due diligence, and liquidity transactions.
Manage all your equity on a single platform
Whether you’re preparing a fundraising round, implementing a BSPCE plan, or organizing your governance structure, Equify centralizes all your capital-related data to provide a single source of truth for your founders, investors, finance teams, and advisors.
Stay in control of your capital at every stage of your growth
Rely on reliable data to manage your capital with confidence and align the interests of all your stakeholders: founders, investors, and employees.
Enhance your employee stock ownership plan with a modern employee experience
Turn your employee stock ownership plan into a powerful tool for attracting and retaining employees, while simplifying its day-to-day administration.
Prepare for every fundraising round, audit, or capital transaction with confidence
Always have reliable, well-organized documentation on hand that’s ready to be shared with your investors, auditors, and advisors. No more need to mobilize your teams to piece together information before every strategic decision.
Structure Your Governance as Your Business Grows
From your first meetings to board meetings involving founders and investors, centralize your governance processes to save time, ensure sound decision-making, and comply with your legal obligations.
Designed for startups at every stage of their growth
Creation
Plan your bankroll from the very first rounds.
Fundraising
Prepare your investors with a reliable capital structure and audit-ready documentation.
Hypergrowth
Manage hundreds of BSPCE beneficiaries with ease.
Exit & Liquidity
Centralize your transaction history to speed up due diligence.
More than just a tool.
Our legal professionals and equity experts are involved at every strategic stage.
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"Equify has been a strategic tool for us, supporting us throughout our growth-from our Series A round through to our acquisition. Not only did the platform ensure our regulatory compliance, but it also saved us valuable time when interacting with our investors and during the acquisition process."
Why Choose Equify?
Designed to support every stage of your growth.
Frequently asked questions
Is Equify suitable right from the start of the company?
Yes. Equify supports you from the very beginning of your company’s life by centralizing your capital structure, your initial securities (stock options, stock purchase warrants), and all your capital transactions. By structuring your data from the very beginning, you’ll have a reliable and consistently up-to-date history, which makes it easier to carry out more complex transactions such as fundraising, liquidity transactions, or changes in your shareholder structure.
How does Equify handle BSPCEs?
Equify centralizes grant administration, vesting tracking, vesting conditions, document generation, and tax reporting (individual statements) within a single interface.
How does Equify handle the migration of my shareholder history?
Depending on your needs, our teams can handle the complete migration of your shareholder history, including a compliance audit, or assist you with data migration.
Does Equify help me prepare for a due diligence process?
Yes, your capital structure, ledgers, and documents are always organized and ready for an audit.
Does Equify connect to my HRIS?
Yes, Equify integrates with leading HRIS systems (Workday, Lucca, PayFit, Lucca, etc.) to synchronize your beneficiaries’ personal data.
How long does it take to get started on Equify?
Depending on the option you choose: our teams will handle the complete migration of your shareholder history (which will be up and running in a few weeks), or they will assist you in migrating your data at your own pace.
At what point should you switch from Excel to a platform like Equify?
As soon as your capital structure becomes more complex (first round of funding, BSPCE, preferred stock, convertible bonds, etc.), a dedicated platform reduces the risk of errors and facilitates communication with your investors and advisors.
Can I manage my entire capital structure in Equify?
Yes. Equify consolidates all your shareholders, securities, and financial instruments (stock, BSPCE, BSA, stock options, convertible bonds, preferred stock, etc.) into a single capital table that is synchronized with your records.
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 already manage multi-country allocations (such as stock options, AGAs, etc.) directly on 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 BSA/AIR 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 streamlines and enhances the reliability of your equity’s legal and financial management at every stage of your growth.