One portal to rule them all
Take ownership of cap table management with Invesdor's Ownersportal
Ownersportal is Invesdor's software-as-a-service tool for managing issued securities, such as shares and bonds. Ownersportal is a nimble alternative to heavy and expensive central securities depositories (CSD) that are traditionally used to store electronic securities.
Ownersportal eliminates the mess of managing multiple excel spreadsheets while still retaining the flexibility that the company would lose by entering a CSD.
“For any company we at Yepzon warmly recommend Invesdor’s Ownersportal system for their shareholder management. Platform is very reliable, easy to use and what’s most important: designed to control a lot of information and big owner bases.”
Otto Linna, CEO, Yepzon
Feature 1: List your issued securities in one place
Let's say your company has a hundred shareholders with multiple share classes that have different voting rights. Perhaps the shares are even tradeable, and the company has issued a bond or two, and it has several options plans.
The truth is that your company has a complex cap table. Ownersportal can help you keep track of all issued securities and eliminate risks related to version control.
“Ownersportal is for sure the easiest way to keep track of your cap table and a very handy way to contact your shareholders. It gives clear visuals for ownership percentages, which is really nice. Managing more than 300 shareholders can be tricky, but this platform makes things way easier.”
Virpi Muhonen, CEO, Askel Healthcare
Feature 2: Transfer securities
Keeping up with changes in share and bondholder information can get overwhelming if the securities are tradeable. With Ownersportal you can officially record trades and other changes in ownership of your shares or bonds a lot easier. You can even view ownership chains of individual securities, so you will always know who has owned the securities.
“An easy and organised way to handle our cap table of close to 200 shareholders from 15 countries”
Timo Ketonen, Chairman, Plantui
Feature 3: Communicate with share- and bondholders
Ownersportal enables you to message your share- and bondholders and share files with them with the same tool – no need to bother with exports, spreadsheets and external email software. Your contact list is automatically updated with changes in ownership, so you can be sure you always have the latest version.
First 6 months free, €50/month afterwards, no set-up fee.
Freely terminable during the first 6 months, after which the billing cycle is 12 months.
Pricing includes our entry level subscription for self-service use of platform and customer support. VAT of 24% will be added to the price.
Further packages including investor relations, back office handling of information, trades' shareholder management and other services are available on application.