Stay competitive in a growing market
Since the inception of the JOBS Act, the number of funding portals has grown exponentially, making it tough to differentiate your offering. Depending on your objectives and capabilities, we have a few solutions that can help you stand out from the crowd. Do any of these scenarios sound familiar?
Expanding your service offering.
You don’t currently support cap table management or waterfall modeling but think it would make your offering more compelling. We can work with you to provide secure, compliant recordkeeping and communications to your company clients as part of your solution.
Staying compliant.
You’ve registered as a transfer agent but are quickly realizing that the rules and regulations that you must abide by are complicated, and the risk of getting something wrong is pretty high. Bring our 35-plus years of experience and operational efficiencies to your organization.
Saving money.
You are currently offering recordkeeping services, but are finding that the expense of maintaining your systems is almost as high as the risk exposure. And you haven’t had to adapt your systems to a major regulation change yet. Partner with us and bring our infrastructure and service resources to your client base.
From acting as a transparent service provider under your name to serving as the named agent contracting directly with your company clients, we offer a choice of solutions to fit your business model and help you achieve your goals.
