New

Upcoming version 4.0

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.

Request demo

Trustpilot Reviews

4.4

Trusted by 100+ corporate clients.

About Aequitec

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.

+

Clients accelerated

+

Investors onboarded

bn+

Asset administrated

Directly connected to banking system

Benefits

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.

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.

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.

Features

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.

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.

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.

Review in preview

Review the data upload in our preview sandbox.

Send investor logins

Go live by sending out your shareholder logins.

Testimonials

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.”

Pricing

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.

Get Started

What's Included:

Cap Table (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

Contact sales

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

Contact sales

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

FAQs

Frequently Asked Questions

From setup to support, here are the answers you need to launch faster with confidence.

Get Started

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?

FAQs

Frequently Asked Questions

From setup to support, here are the answers you need to launch faster with confidence.

Get Started

How secure is Aequitec?

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?

FAQs

Frequently Asked Questions

From setup to support, here are the answers you need to launch faster with confidence.

Get Started

How secure is Aequitec?

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.

Contact sales

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.

Contact sales

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.

Contact sales