The Benefits of Using a Cap Table Management Provider

by | Feb 12, 2020 | Finance And Investment

If you need a cap table management provider, you want a company that specializes in offering this service. A cap table includes all the information about transactions with a company, so, as you can imagine it is important that the information is managed correctly.

What is Included in a Cap Table

A cap table will include conversions of debt to equity, exercises of options, transfer, cancellations, sales, and stock issues. As you can see, this is more information than you can easily put in a spreadsheet.

What a Management Provider Does

A cap table management provider will help organize and keep this information up to date. A management provider will record transactions, handle communications with shareholders, and handle the other day to day tasks to keep the cap table accurate.

You want to be sure the company you work with is an SEC-registered transfer agent. This is a highly regulated industry, and you want to work with a company that has the experience and a history that you can trust. Outsourcing cap table management allows you to work more efficiently, reduces the chances of errors, and ensures that your data remains secure.

If you need a cap table management provider, get in touch with EquityTrack. They provide these services for both private and public companies. They also have proprietary software that aids in funding that helps when it is time to raise money for your company. Whether you are trying to take your company public, are looking at crowdfunding options, or need a consultation, they can help.

Contact EquityTrack at (801)-433-9925 to get more information. Also follow on Twitter.