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In this case study
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About Memo Bank
About Memo Bank
Founded in 2017 by Jean-Daniel Guyot and Michel Galibert, Memo Bank is France's leading independent bank for SMEs and ETIs. Approved by the European Central Bank (ECB) and supervised by the ACPR, it supports more than 700 companies in the management of their cash, flows and financing. Thanks to cutting-edge technology and dedicated human support, Memo Bank enables finance departments to manage all their operations in a centralized, integrated way.
About Karim
About Karim
Anticipating complexity
Anticipated complexity
In 2021, Memo Bank faces an increasingly complex capital structure. The large number of holders, notably of BSPCEs and BSAs, makes manual management of the cap table both risky and time-consuming. This complexity is exacerbated by the need to orchestrate a number of fund-raising events, generating ever-increasing volumes of data and documents.
To anticipate the administrative burden and guarantee the reliability of information from the outset, the team chose Equify as its single repository, in order to centralize the cap table, standardize processes and accelerate collaboration with all stakeholders.
"As early as 2021, we chose to anticipate the complexity of our capitalization table. With several capital raisings in the pipeline and dozens of BSPCE and BSA holders, we needed a single repository. Equify enabled us to structure from the outset, rather than suffer later." - Karim, General Secretary
A unique source of truth
A single source of truth
As fundraising and BSPCE grants become more frequent, centralizing legal information is essential to ensure reliability. By bringing the cap table, statutory registers, and all related documents into a single repository, the team eliminates duplicate entries, reduces the risk of errors, and strengthens traceability.
With an always up-to-date, usable view, collaboration becomes smoother: information is standardized, easy to share, and accessible in real time. Preparing transactions and responding to internal or external requests becomes significantly faster and simpler.
"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, Corporate Secretary
Smooth, secure exchanges
Smooth, secure exchanges
Equify gives Memo Bank's teams rapid access to all the company's shareholder information, making it easier to respond to ad hoc investor requests. Exchanges are faster and better documented. In addition, thanks to personal access to their shareholdings, employees - even those who have left the company - can easily obtain the documents they need. This centralization reduces the number of round-trips, secures responses and frees up time for higher value-added operations.
"Managing investors' requests for certificates or answering their questions about their percentage shareholding can quickly become complex and time-consuming," explains Karim - Secretary General of Memo Bank. "With Equify, we respond in just a few clicks with the right version of the document and the right percentage. We have gained in responsiveness and rigor in all our exchanges."
The future with Equify
The future with Equify
For the next round of fundraising, the team will need to send out hundreds of documents. With Equify's integrated direct mail, everything becomes simple: personalization, distribution and traceability are done in a few clicks, on a large scale, with no errors or re-entries.
"Going from 300 manual mailings to direct mail driven in Equify transforms lifting: faster, more reliable, and totally under control." - Karim, General Secretary
About Memo Bank
Founded in 2017 by Jean-Daniel Guyot and Michel Galibert, Memo Bank is France's leading independent bank for SMEs and ETIs. Approved by the European Central Bank (ECB) and supervised by the ACPR, it supports more than 700 companies in the management of their cash, flows and financing. Thanks to cutting-edge technology and dedicated human support, Memo Bank enables finance departments to manage all their operations in a centralized, integrated way.
About Karim
Anticipated complexity
In 2021, Memo Bank faces an increasingly complex capital structure. The large number of holders, notably of BSPCEs and BSAs, makes manual management of the cap table both risky and time-consuming. This complexity is exacerbated by the need to orchestrate a number of fund-raising events, generating ever-increasing volumes of data and documents.
To anticipate the administrative burden and guarantee the reliability of information from the outset, the team chose Equify as its single repository, in order to centralize the cap table, standardize processes and accelerate collaboration with all stakeholders.
"As early as 2021, we chose to anticipate the complexity of our capitalization table. With several capital raisings in the pipeline and dozens of BSPCE and BSA holders, we needed a single repository. Equify enabled us to structure from the outset, rather than suffer later." - Karim, General Secretary
A single source of truth
As fundraising and BSPCE grants become more frequent, centralizing legal information is essential to ensure reliability. By bringing the cap table, statutory registers, and all related documents into a single repository, the team eliminates duplicate entries, reduces the risk of errors, and strengthens traceability.
With an always up-to-date, usable view, collaboration becomes smoother: information is standardized, easy to share, and accessible in real time. Preparing transactions and responding to internal or external requests becomes significantly faster and simpler.
"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, Corporate Secretary
Smooth, secure exchanges
Equify gives Memo Bank's teams rapid access to all the company's shareholder information, making it easier to respond to ad hoc investor requests. Exchanges are faster and better documented. In addition, thanks to personal access to their shareholdings, employees - even those who have left the company - can easily obtain the documents they need. This centralization reduces the number of round-trips, secures responses and frees up time for higher value-added operations.
"Managing investors' requests for certificates or answering their questions about their percentage shareholding can quickly become complex and time-consuming," explains Karim - Secretary General of Memo Bank. "With Equify, we respond in just a few clicks with the right version of the document and the right percentage. We have gained in responsiveness and rigor in all our exchanges."
The future with Equify
For the next round of fundraising, the team will need to send out hundreds of documents. With Equify's integrated direct mail, everything becomes simple: personalization, distribution and traceability are done in a few clicks, on a large scale, with no errors or re-entries.
"Going from 300 manual mailings to direct mail driven in Equify transforms lifting: faster, more reliable, and totally under control." - Karim, General Secretary
