Pricing

Free Forever

Shareholder Management

Private Label

Free Forever Shareholder Management Private Label

Monthly Price Free Forever $150.00 $200.00

Unlimited Companies

Unlimited Shareholders

Unlimited Users

Unlimited Storage

Cap Table Management

Equity Management
Share Registry
eCerts
Equity (all shares classes)
Options
Warrants
Digital Securities
Stable Coin
Promissory Notes
SAFE
CrowdSafe
Loan
Dividend
Revenue Share
Cap Table Sharing
Document Automation / E-Signatures
Bulkupload
Equity Plan
Transfers
Exercising
Transfers
Trade
Registered Transfer Agent/Share Registry
Secondary Market
409(a) or 820 report
Reports (CSV, PDF)

Portfolio Management

Manage all holdings
Manage pending investments
Exercise Options, Warrants
Transfer holdings
Trade holdings
View company reports, news releases
Ability to eVote for Shareholders Meetings, Resolutions

Personal Profile Management

Manager your personal profile
Manage your ID, AML, Verification
Earn KorePoints, Education

BoardRoom Management

Minute Book Ready
Unlimited Documents
Calendar Board Meetings
Committee Rooms
eSignature Resolutions, Agreements

DealRoom Management

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

Shareholder Management (formely IR)

Manage Future Shareholders
Manage Meetings (AGM, Special Shareholder Meetings, One-on-One)
Shareholder Reports (Annual, Information Circular, Proxy, Monthly Quarterly, Financial)
AGM Planner (Before, During, Post AGM planner)
Media Releases
eVote (ability for your shareholders to vote online)
Messaging for Shareholders & Company

All-in-one Platform Private Label

Branding / private label
Registration & Login dedicated URL
Email Templates all Branded
Inside all-in-one platform Branding