Intelligent Securities Management.

It’s about time.

Equity Shift software makes it easier for companies
to issue, sell, and transfer their restricted securities.

Intelligent Securities Management.

It’s about time.

Equity Shift software makes it easier for companies to
issue, sell, and transfer
their restricted securities.

Complete digital control.

We combine workflow automation and FINRA licensing to unlock transactional capabilities for companies of all sizes.

Equity Shift automatically handles approvals, counterparty participation, legal disclosures, contracts, payments, closing, and post-transaction settlement.

You can start, pause, and end events with ease,
then sit back as your cap table updates itself.

Complete
digital
control.

We combine workflow automation and FINRA licensing to unlock transactional capabilities for companies of all sizes.

Equity Shift automatically handles approvals, counterparty participation, legal disclosures, contracts, payments, closing, and post-transaction settlement.

You can start, pause, and
end events with ease,
then sit back as your
cap table updates itself.

Close on time, every time™

Our patented BITE™ platform helps operators initiate, manage, and execute complex corporate events with simplicity and consistency.

Automated processing and settlement removes manual data entry and improves compliance.

Close on time,
every time™

Our patented BITE™ platform helps operators initiate, manage, and execute complex corporate events with simplicity and consistency.

Automated processing and settlement removes manual data entry and improves compliance.

Legal Compliance

Legal Compliance

Investor sign-in fulfills KYC & AML. Corporate records are encrypted and stored on your company’s own immutable ledger.

Fundraising

Fundraising

Authorize and issue new securities, invite potential buyers, coordinate your raise, and complete closing with a few clicks.

Secondary Liquidity

Secondary Liquidity

Unlock a managed marketplace for restricted securities with no listing requirements. Enjoy fully automated block trading with real-time price discovery, plus seamless tender offers, and auctions.

Vesting Schedules

Vesting Schedules

Apply standard or customized schedules, with automation from approval to exercise. Attract and retain talent more effectively with scheduled liquidity “off ramps”.

Convertibles

Convertibles

Issue and sell, then trigger a conversion event (like a qualified financing) to underlying equity, or instantly convert-and-sell for cashless conversion.

thinking-man

Corporate Workflows

Automate routine corporate events like Board meetings, shareholder approvals, NDA’s, employee onboarding, and dividend payments, plus many more.

“We were three months behind on our option grants. This is so much easier than our legacy cap table software.”

Vice President of Finance

Growth-Stage HealthTech Company 1

“We were three months behind on our option grants. This is so much easier than our legacy cap table software."

Vice President of Finance

Growth-Stage HealthTech Company 1