Features
Free Forever
Private Label
Shareholder Management
RegCF
RegD / 708
RegA+
Issuance RegD
Issuance RegA+
CMP Broker-Dealers
Monthly Fee
Free Forever
$200.00
$150.00
$25-$75
$750.00
$950.00
$750.00
$950.00
Contact us
One Time set up fee
n/a
n/a
n/a
n/a
n/a
n/a
$3,500.00
$3,500.00
n/a
All-in-one platform private label
Equity Management
Share Registry
Personal Profile Management
DealRoom
(DataRoom Management, Self Managed
(DataRoom Management, Self Managed
Minute Book
Document Linking
Unlimited Companies
Unlimited Shareholders
Unlimited Users
Unlimited Storage
Email Alerts
Shareholder Management
(formerly IR)
(formerly IR)
Manage Future Shareholders
Manage Meetings
(AGM, Special Shareholder Meetings, One-on-One)
(AGM, Special Shareholder Meetings, One-on-One)
Shareholder Reports
(Annual, Information Circular, Proxy,
Monthly Quarterly, Financial)
(Annual, Information Circular, Proxy,
Monthly Quarterly, Financial)
AGM Planner (Before, During, Post AGM planner)
Media Releases
eVote
(ability for your shareholders to vote online)
(ability for your shareholders to vote online)
Messaging for Shareholders & Company
Training
Email Support
Telephone Support
eCerts
Digital Securities
Stable Coin
Convertible Debt, SAFE, Notes, Loan
Cap Table Sharing
Document Automation / E-Signatures
Equity Plan
Transfers
Excercising
Registered Transfer Agent/Share Registry
Secondary Market
409(a) or 820 report avaiable
(additional fee)
(additional fee)
Reports (CSV,PDF)
Issuance Platform private label
Global Issuance
KYC
(ID/AML, Investor Verification)
(ID/AML, Investor Verification)
Subscription Agreement - eSignature
Payment
(Credit Card, ACH, EFT, eDebit, Crypto, IRA)
(Credit Card, ACH, EFT, eDebit, Crypto, IRA)
Compliance Management
Due Diligence Report (additional fee)
Syndication
Infrastructure Trust
KoreNodes
Digital Securities Protocol.
( no Gas Fees, No Wallets, No Mining,
No Forking )
( no Gas Fees, No Wallets, No Mining,
No Forking )
Globally Compliant
Smart Contracts
Manage full lifecycle of securities
Manage all corporate actions
Secondary market trading integrated
Accredited, non accredited
DealRoom
(Direct Issuance Platform)
(Direct Issuance Platform)
Manage multiple rooms
Connect with providers
Set up your capital raise
Set up your offering
Manage your live offering
CRM data management
Reports by series of offering
Applications to providers
