The legal operating system
Build for founders, corporate secretaries, COOs and CFOs who need to keep track of shareholders' equity and make a bold impression with investors from day one.
Trustpilot Reviews
4.4
Trusted by 100+ corporate clients.
We are a corporate governance expert team focused on empowering general counsels and entrepreneurs with AI-supported equity management workflows. We believe in trusted solutions — secure, reliable, and easy-to-use. Our goal is to give issuers the tools to shine in front of their investors without wasting time or budget.
We are a corporate governance expert team focused on empowering general counsels and entrepreneurs with AI-supported equity management workflows. We believe in trusted solutions — secure, reliable, and easy-to-use. Our goal is to give issuers the tools to shine in front of their investors without wasting time or budget.
We are a corporate governance expert team focused on empowering general counsels and entrepreneurs with AI-supported equity management workflows. We believe in trusted solutions — secure, reliable, and easy-to-use. Our goal is to give issuers the tools to shine in front of their investors without wasting time or budget.
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Clients accelerated
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Clients accelerated
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Clients accelerated
+
Investors onboarded
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Investors onboarded
+
Investors onboarded
bn+
Asset administrated
bn+
Asset administrated
bn+
Asset administrated
Directly connected to banking system
Make a professional impression to your investors
Present your company with clarity and credibility through verified records, legally aligned transactions, intuitive software, and automated workflows that eliminate errors and prepare you for any investor discussion.
Bullet-proof share history
Have our expert team fully validate your existing share history. Stay up to date on all corporate actions.
Bullet-proof share history
Have our expert team fully validate your existing share history. Stay up to date on all corporate actions.
Bullet-proof share history
Have our expert team fully validate your existing share history. Stay up to date on all corporate actions.
Verifiable transactions
Offer your existing and potential investors legal guarantees. Now, contracts match share book entries.
Verifiable transactions
Offer your existing and potential investors legal guarantees. Now, contracts match share book entries.
Verifiable transactions
Offer your existing and potential investors legal guarantees. Now, contracts match share book entries.
Modern user interface
Bill Gates's best invention was not storing shareholder data in Excel. Use professional software.
Modern user interface
Bill Gates's best invention was not storing shareholder data in Excel. Use professional software.
Modern user interface
Bill Gates's best invention was not storing shareholder data in Excel. Use professional software.
Significant cost savings
Reduce manual, error-prone tasks. Eliminate the big Excel spreadsheet. Say goodbye to reconciliation with auditors, notaries, and tax advisors.
Significant cost savings
Reduce manual, error-prone tasks. Eliminate the big Excel spreadsheet. Say goodbye to reconciliation with auditors, notaries, and tax advisors.
Significant cost savings
Reduce manual, error-prone tasks. Eliminate the big Excel spreadsheet. Say goodbye to reconciliation with auditors, notaries, and tax advisors.
Emotional peace of mind
Make preparing for board meetings easy. When in doubt, you can access the reports immediately on your mobile phone.
Emotional peace of mind
Make preparing for board meetings easy. When in doubt, you can access the reports immediately on your mobile phone.
Emotional peace of mind
Make preparing for board meetings easy. When in doubt, you can access the reports immediately on your mobile phone.
Smarter processes for faster execution
Pre-built workflows and smart templates that help you to efficiently manage your corporate housekeeping.
Transparent share history
A full event history of your share company. Calculate today's share book and cap table out of your transaction history. Avoid costly errors - use Aequitec.
Transparent share history
A full event history of your share company. Calculate today's share book and cap table out of your transaction history. Avoid costly errors - use Aequitec.
Transparent share history
A full event history of your share company. Calculate today's share book and cap table out of your transaction history. Avoid costly errors - use Aequitec.
Manage ESOPs/PSOPs
Get your fully diluted cap table calculated for you.
Manage ESOPs/PSOPs
Get your fully diluted cap table calculated for you.
Manage ESOPs/PSOPs
Get your fully diluted cap table calculated for you.
Document space (Coming soon)
Never lose a contract in your Google Drive or SharePoint account.
Document space (Coming soon)
Never lose a contract in your Google Drive or SharePoint account.
Document space (Coming soon)
Never lose a contract in your Google Drive or SharePoint account.
Shareholders' meetings
From physical to virtual meetings - everything is possible.
Shareholders' meetings
From physical to virtual meetings - everything is possible.
Shareholders' meetings
From physical to virtual meetings - everything is possible.
Dividend processing
Fully connected to your payment system. ISO 20022 ready.
Dividend processing
Fully connected to your payment system. ISO 20022 ready.
Dividend processing
Fully connected to your payment system. ISO 20022 ready.
How it works
A smooth 3-step process to get your share register or cap table live
Upload import file
Our team helps you to prepare your data for upload.
Upload import file
Our team helps you to prepare your data for upload.
Upload import file
Our team helps you to prepare your data for upload.
Review in preview
Review the data upload in our preview sandbox.
Review in preview
Review the data upload in our preview sandbox.
Review in preview
Review the data upload in our preview sandbox.
Send investor logins
Go live by sending out your shareholder logins.
Send investor logins
Go live by sending out your shareholder logins.
Send investor logins
Go live by sending out your shareholder logins.
Trusted by Excellent Companies
See how founders, corporate secretaries, COOs and CFOs are using our software to make a bold impression with their investors.
See how founders, corporate secretaries, COOs and CFOs are using our software
to make a bold impression with their investors.
Christian Maibach
Head Financing & Controlling at Scherler AG
5.0
“Excellent collaboration, fast replies, deadlines are met and the product is truly helpful for managing share registers, dividend confirmations etc. We can warmly recommend Aequited and it's professional team. Looking forward to partner with them. Thank you, Aequitec!”
Anna Rosenbauer
Co-Founder & CXO
5.0
"Christian and his team have always been very supportive and the tool has helped us a lot in running three AGMs now. They also actively listen to our feedback and it is great to see how it is integrated.”
Ed Russell
Founder & CEO
5.0
“Awesome support and a great help in providing a professional record of our share ownership after a crowd funding campaign brought us 900 new investors. Would definitely recommend.”
Christian Maibach
Head Financing & Controlling at Scherler AG
5.0
“Excellent collaboration, fast replies, deadlines are met and the product is truly helpful for managing share registers, dividend confirmations etc. We can warmly recommend Aequited and it's professional team. Looking forward to partner with them. Thank you, Aequitec!”
Anna Rosenbauer
Co-Founder & CXO
5.0
"Christian and his team have always been very supportive and the tool has helped us a lot in running three AGMs now. They also actively listen to our feedback and it is great to see how it is integrated.”
Ed Russell
Founder & CEO
5.0
“Awesome support and a great help in providing a professional record of our share ownership after a crowd funding campaign brought us 900 new investors. Would definitely recommend.”
Christian Maibach
Head Financing & Controlling at Scherler AG
5.0
“Excellent collaboration, fast replies, deadlines are met and the product is truly helpful for managing share registers, dividend confirmations etc. We can warmly recommend Aequited and it's professional team. Looking forward to partner with them. Thank you, Aequitec!”
Anna Rosenbauer
Co-Founder & CXO
5.0
"Christian and his team have always been very supportive and the tool has helped us a lot in running three AGMs now. They also actively listen to our feedback and it is great to see how it is integrated.”
Ed Russell
Founder & CEO
5.0
“Awesome support and a great help in providing a professional record of our share ownership after a crowd funding campaign brought us 900 new investors. Would definitely recommend.”
Christian Maibach
Head Financing & Controlling at Scherler AG
5.0
“Excellent collaboration, fast replies, deadlines are met and the product is truly helpful for managing share registers, dividend confirmations etc. We can warmly recommend Aequited and it's professional team. Looking forward to partner with them. Thank you, Aequitec!”
Anna Rosenbauer
Co-Founder & CXO
5.0
"Christian and his team have always been very supportive and the tool has helped us a lot in running three AGMs now. They also actively listen to our feedback and it is great to see how it is integrated.”
Ed Russell
Founder & CEO
5.0
“Awesome support and a great help in providing a professional record of our share ownership after a crowd funding campaign brought us 900 new investors. Would definitely recommend.”
Christian Maibach
Head Financing & Controlling at Scherler AG
5.0
“Excellent collaboration, fast replies, deadlines are met and the product is truly helpful for managing share registers, dividend confirmations etc. We can warmly recommend Aequited and it's professional team. Looking forward to partner with them. Thank you, Aequitec!”
Anna Rosenbauer
Co-Founder & CXO
5.0
"Christian and his team have always been very supportive and the tool has helped us a lot in running three AGMs now. They also actively listen to our feedback and it is great to see how it is integrated.”
Ed Russell
Founder & CEO
5.0
“Awesome support and a great help in providing a professional record of our share ownership after a crowd funding campaign brought us 900 new investors. Would definitely recommend.”
Christian Maibach
Head Financing & Controlling at Scherler AG
5.0
“Excellent collaboration, fast replies, deadlines are met and the product is truly helpful for managing share registers, dividend confirmations etc. We can warmly recommend Aequited and it's professional team. Looking forward to partner with them. Thank you, Aequitec!”
Anna Rosenbauer
Co-Founder & CXO
5.0
"Christian and his team have always been very supportive and the tool has helped us a lot in running three AGMs now. They also actively listen to our feedback and it is great to see how it is integrated.”
Ed Russell
Founder & CEO
5.0
“Awesome support and a great help in providing a professional record of our share ownership after a crowd funding campaign brought us 900 new investors. Would definitely recommend.”
Christian Maibach
Head Financing & Controlling at Scherler AG
5.0
“Excellent collaboration, fast replies, deadlines are met and the product is truly helpful for managing share registers, dividend confirmations etc. We can warmly recommend Aequited and it's professional team. Looking forward to partner with them. Thank you, Aequitec!”
Anna Rosenbauer
Co-Founder & CXO
5.0
"Christian and his team have always been very supportive and the tool has helped us a lot in running three AGMs now. They also actively listen to our feedback and it is great to see how it is integrated.”
Ed Russell
Founder & CEO
5.0
“Awesome support and a great help in providing a professional record of our share ownership after a crowd funding campaign brought us 900 new investors. Would definitely recommend.”
Christian Maibach
Head Financing & Controlling at Scherler AG
5.0
“Excellent collaboration, fast replies, deadlines are met and the product is truly helpful for managing share registers, dividend confirmations etc. We can warmly recommend Aequited and it's professional team. Looking forward to partner with them. Thank you, Aequitec!”
Anna Rosenbauer
Co-Founder & CXO
5.0
"Christian and his team have always been very supportive and the tool has helped us a lot in running three AGMs now. They also actively listen to our feedback and it is great to see how it is integrated.”
Ed Russell
Founder & CEO
5.0
“Awesome support and a great help in providing a professional record of our share ownership after a crowd funding campaign brought us 900 new investors. Would definitely recommend.”
Christian Maibach
Head Financing & Controlling at Scherler AG
5.0
“Excellent collaboration, fast replies, deadlines are met and the product is truly helpful for managing share registers, dividend confirmations etc. We can warmly recommend Aequited and it's professional team. Looking forward to partner with them. Thank you, Aequitec!”
Anna Rosenbauer
Co-Founder & CXO
5.0
"Christian and his team have always been very supportive and the tool has helped us a lot in running three AGMs now. They also actively listen to our feedback and it is great to see how it is integrated.”
Ed Russell
Founder & CEO
5.0
“Awesome support and a great help in providing a professional record of our share ownership after a crowd funding campaign brought us 900 new investors. Would definitely recommend.”
Christian Maibach
Head Financing & Controlling at Scherler AG
5.0
“Excellent collaboration, fast replies, deadlines are met and the product is truly helpful for managing share registers, dividend confirmations etc. We can warmly recommend Aequited and it's professional team. Looking forward to partner with them. Thank you, Aequitec!”
Anna Rosenbauer
Co-Founder & CXO
5.0
"Christian and his team have always been very supportive and the tool has helped us a lot in running three AGMs now. They also actively listen to our feedback and it is great to see how it is integrated.”
Ed Russell
Founder & CEO
5.0
“Awesome support and a great help in providing a professional record of our share ownership after a crowd funding campaign brought us 900 new investors. Would definitely recommend.”
Christian Maibach
Head Financing & Controlling at Scherler AG
5.0
“Excellent collaboration, fast replies, deadlines are met and the product is truly helpful for managing share registers, dividend confirmations etc. We can warmly recommend Aequited and it's professional team. Looking forward to partner with them. Thank you, Aequitec!”
Anna Rosenbauer
Co-Founder & CXO
5.0
"Christian and his team have always been very supportive and the tool has helped us a lot in running three AGMs now. They also actively listen to our feedback and it is great to see how it is integrated.”
Ed Russell
Founder & CEO
5.0
“Awesome support and a great help in providing a professional record of our share ownership after a crowd funding campaign brought us 900 new investors. Would definitely recommend.”
Christian Maibach
Head Financing & Controlling at Scherler AG
5.0
“Excellent collaboration, fast replies, deadlines are met and the product is truly helpful for managing share registers, dividend confirmations etc. We can warmly recommend Aequited and it's professional team. Looking forward to partner with them. Thank you, Aequitec!”
Anna Rosenbauer
Co-Founder & CXO
5.0
"Christian and his team have always been very supportive and the tool has helped us a lot in running three AGMs now. They also actively listen to our feedback and it is great to see how it is integrated.”
Ed Russell
Founder & CEO
5.0
“Awesome support and a great help in providing a professional record of our share ownership after a crowd funding campaign brought us 900 new investors. Would definitely recommend.”
Private and public companies
Choose a plan that scales with your vision built for solo founders, fast growing teams and modern enterprises.
Grow
CHF 112
/month
Manage your growing business.
What's Included:
Everything in Start package
2 ESOP/PSOP included
Two share classes
Dividend confirmations
Tax reporting
General Email support
250 shareholders
Grow
CHF 112
/month
Manage your growing business.
What's Included:
Everything in Start package
2 ESOP/PSOP included
Two share classes
Dividend confirmations
Tax reporting
General Email support
250 shareholders
Grow
CHF 112
/month
Manage your growing business.
What's Included:
Everything in Start package
2 ESOP/PSOP included
Two share classes
Dividend confirmations
Tax reporting
General Email support
250 shareholders
Scale
CHF 348
/ month
For professional investor requirements
What's Included:
Everything in Grow package
3 ESOPs/PSOPs included
Unlimited share classes
Virtual general meetings
Document storage
Priority phone support
1'000 shareholders
Scale
CHF 348
/ month
For professional investor requirements
What's Included:
Everything in Grow package
3 ESOPs/PSOPs included
Unlimited share classes
Virtual general meetings
Document storage
Priority phone support
1'000 shareholders
Scale
CHF 348
/ month
For professional investor requirements
What's Included:
Everything in Grow package
3 ESOPs/PSOPs included
Unlimited share classes
Virtual general meetings
Document storage
Priority phone support
1'000 shareholders
Enterprise
Custom
For large private and listed companies
What's Included:
Everything in Scale package
Unlimited ESOP/PSOPs included
Share trading windows
ISIN and bankable shares
Bloomberg profile
Dedicated account manager
Unlimited shareholders
Enterprise
Custom
For large private and listed companies
What's Included:
Everything in Scale package
Unlimited ESOP/PSOPs included
Share trading windows
ISIN and bankable shares
Bloomberg profile
Dedicated account manager
Unlimited shareholders
Enterprise
Custom
For large private and listed companies
What's Included:
Everything in Scale package
Unlimited ESOP/PSOPs included
Share trading windows
ISIN and bankable shares
Bloomberg profile
Dedicated account manager
Unlimited shareholders
Starting small? Aequitec has a Basic plan you can use with our partners.
Contact our sales team: sales@aequitec.com
Frequently Asked Questions
From setup to support, here are the answers you need to launch faster with confidence.
How secure is Aequitec?
Aequitec is fully hosted in Switzerland. All data is encrypted, e.g., client identifying data received by banks is fully encrypted with physical hardware in our datacenter. For further details and certifications visit our trustcenter at trustcenter.aequitec.com
How do I mitigate migration risk?
How do I proceed if I need a cheaper solution?
How fast can I go live?
How do I use Aequitec for my clients?
How do I resolve other questions?
Frequently Asked Questions
From setup to support, here are the answers you need to launch faster with confidence.
How secure is Aequitec?
Aequitec is fully hosted in Switzerland. All data is encrypted, e.g., client identifying data received by banks is fully encrypted with physical hardware in our datacenter. For further details and certifications visit our trustcenter at trustcenter.aequitec.com
How do I mitigate migration risk?
How do I proceed if I need a cheaper solution?
How fast can I go live?
How do I use Aequitec for my clients?
How do I resolve other questions?
Frequently Asked Questions
From setup to support, here are the answers you need to launch faster with confidence.
How secure is Aequitec?
Aequitec is fully hosted in Switzerland. All data is encrypted, e.g., client identifying data received by banks is fully encrypted with physical hardware in our datacenter. For further details and certifications visit our trustcenter at trustcenter.aequitec.com
How do I mitigate migration risk?
How do I proceed if I need a cheaper solution?
How fast can I go live?
How do I use Aequitec for my clients?
How do I resolve other questions?
Let Aequitec take the busywork off your plate
Automate tasks such as capital increases, share transfers and corporate housekeeping, as well as shareholders' meetings and board reports.
Let Aequitec take the busywork off your plate
Automate tasks such as capital increases, share transfers and corporate housekeeping, as well as shareholders' meetings and board reports.
Let Aequitec take the busywork off your plate
Automate tasks such as capital increases, share transfers and corporate housekeeping, as well as shareholders' meetings and board reports.