Platform

Cap Table Management

Powerful Asset Management.

Enhanced Liquidity.


A cap table, or shareholder registry, is the definitive ledger of ownership for a company

An accurate list of the owners of a company's shares is among the most important documents in the company's file drawer. For many companies a cap table is a spreadsheet or ledger which details the amount of equity, the price paid, date purchased/sold, and other critical details for each share, option, or warrant holder, including granular data including contact info and vesting terms (for options).


Keeping your company's cap table up to date has historically been the responsibility of the corporate secretary or CFO. The human factor ('fat finger' or 'forgot' problem) often causes analog cap tables to become inaccurate over time. With blockchain-based cap tables, updating ownership occurs when trades are settled via smart contracts.

  • Built on Blockchain for Increased Security, Accuracy & Functionality

    The advent of blockchain technology has opened up a world of possibilities in business and cybersecurity, allowing for increased transparency and security as well as innovation in the creation of digital assets.


    Blockchain technology has previously been unclear as to regulatory status, costly to implement, and difficult to use. Vertalo provides the beneficial use of this technology with none of the headaches.Vertalo leverages blockchain technology to allow clients to maintain accurate and auditable records while heightening transactional efficiency between investors.

  • Connected to Secondary Markets

    The on-chain cap table provides users with an unprecedented level of liquidity, making trade eligibility and ownership status portable. The increased level of transparency enhances buyer and seller connectivity, making it possible for trustworthy and accurate secondary markets to thrive.


    Since buyers and sellers don’t have to price their assets to hedge for risk derived from a lack of information, blockchain-supported secondary markets for private assets eliminate the “Liquidity Discount” of private assets.


    Access to secondary markets allows owners to trade out of their position sooner than normal, making the assets much more attractive for outside investment. The increased value of owners being able to exit at their will increases the value of the digital assets for the remaining founder and employee stakeholders.


    Blockchain helps increase the initial value of the asset and provides both parties with a fairer exchange, challenging the traditional standard 7-year timeline for private asset exits.

  • Streamlined Shareholder Management

    Vertalo allows for a smooth onboarding process for new shareholders. Uploading data to the blockchain is straightforward, and your data is secure and easy to access at all times.


    Vertalo provides streamlined workflows, attractive and intuitive interfaces, and automated data handling, eliminating paper-based and error prone record management processes. Streamlining shareholder management drives value by optimizing existing cost centers, heightening back office efficiency, and reducing cycle times for managers.

Vertalo's Cap Table and Transfer Agent Platform


Vertalo's SEC-registered transfer agent platform streamlines and secures the data on the cap table through a sophisticated set of smart contracts that update entries based on on-chain confirmations.

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Smart companies maintain accurate stakeholder registries. Your current investors want to know that you are keeping accurate ownership records. Your potential investors need to understand who already owns shares in the company. Your employees are counting on you to track their options vesting. If you don't know who owns the company, things can go wrong very quickly.


Traditionally, cap tables can be difficult to manage. As more investors and shareholders join your company, share dilution and issuance results in an increasingly complex cap table. That's where Vertalo comes in.

Vertalo's Cap Table and Transfer Agent Platform


Vertalo's SEC-registered transfer agent platform streamlines and secures the data on the cap table through a sophisticated set of smart contracts that update entries based on on-chain confirmations.

q

Smart companies maintain accurate stakeholder registries. Your current investors want to know that you are keeping accurate ownership records. Your potential investors need to understand who already owns shares in the company. Your employees are counting on you to track their options vesting. If you don't know who owns the company, things can go wrong very quickly.


Traditionally, cap tables can be difficult to manage. As more investors and shareholders join your company, share dilution and issuance results in an increasingly complex cap table. That's where Vertalo comes in.

At Vertalo, we’ve created the most accurate and secure cap table management solution on the market. Our enterprise-grade solution leverages blockchain technology to store financial information on a secure, immutable ledger that creates a permanent record of all changes made to your cap table. Changes made in the past can never be altered, securing the living record of your equity capitalization against any form of loss or attack.

Lower Operating Costs

Reduce back office expense by eliminating unnecessary overhead and employees required to manage this data. Remain confident in the security and integrity of your data without the risk of human error.

Sleek Management Tool

Give your investors a user experience they are comfortable with, via a username & password login. Skip cumbersome and overly technical explanations of private key management, encryption, and wallet technology.

Top Level Security

At Vertalo, we’ve created the most accurate and secure cap table management solution on the market. Our enterprise-grade solution leverages blockchain technology to store financial information on a secure, immutable ledger that creates a permanent record of all changes made to your cap table. Changes made in the past can never be altered, securing the living record of your equity capitalization against any form of loss or attack.


Lower Operating Costs

Reduce back office expense by eliminating unnecessary overhead and employees required to manage this data. Remain confident in the security and integrity of your data without the risk of human error.


Sleek Management Tool

Give your investors a user experience they are comfortable with, via a username & password login. Skip cumbersome and overly technical explanations of private key management, encryption, and wallet technology.


Top Level Security

At Vertalo, we’ve created the most accurate and secure cap table management solution on the market. Our enterprise-grade solution leverages blockchain technology to store financial information on a secure, immutable ledger that creates a permanent record of all changes made to your cap table. Changes made in the past can never be altered, securing the living record of your equity capitalization against any form of loss or attack.


Lower Operating Costs

Reduce back office expense by eliminating unnecessary overhead and employees required to manage this data. Remain confident in the security and integrity of your data without the risk of human error.


Sleek Management Tool

Give your investors a user experience they are comfortable with, via a username & password login. Skip cumbersome and overly technical explanations of private key management, encryption, and wallet technology.


Elevate Your Equity Management with Vertalo

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