+
+

Related Products

  • Nasdaq Boardvantage
    238 Ratings
    Visit Website
  • Sage Supply Chain Intelligence
    69 Ratings
    Visit Website
  • Sharesight
    495 Ratings
    Visit Website
  • Asym Capital
    1 Rating
    Visit Website
  • FundCount
    13 Ratings
    Visit Website
  • Pylon
    33 Ratings
    Visit Website
  • Gym Assistant
    234 Ratings
    Visit Website
  • Exclaimer
    2,254 Ratings
    Visit Website
  • eToro
    28,190 Ratings
    Visit Website
  • Coinbase
    10 Ratings
    Visit Website

About

You can stay up-to-date with portfolio companies by customizing templates for founders to fill in, checking status of reports and downloading data with a single click. All your investment history is outlined to track records and analyze performance, helping you to make smarter decisions on your future investments. You can rely on our dashboard crafted for you to check latest ownership changes, track capital usage and filter down metrics based on your needs. Post-investment management is easier with cap table data synced, business performance updated and voting agenda shared to better communicate and understand your portfolios. Manage stock options and plans from issuance, vesting, awards, and more. Requesting shareholder approval on corporate matters can be effectively handled by creating agendas, sending email reminders and receiving online voting results with e-signatures.

About

Registry Direct is a secure online registry and capital management platform designed to streamline the management of securities and investor relations for companies, fund managers, and their advisors. The platform offers a comprehensive suite of features, including the ability to create and manage capital tables with various security classes such as shares, units, options, convertibles, and bonds. Users can effortlessly allot, transfer, and redeem securities, ensuring compliance with regulatory requirements from entities like the Australian Securities and Investments Commission (ASIC) and the Australian Taxation Office (ATO). Registry Direct facilitates efficient investor engagement through tools for sending communications, organizing meetings, and conducting online polls for resolutions. The platform also supports capital raising by enabling the creation and management of online application forms, with payment processing via BPAY and EFT.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses searching for an equity management platform to track cap tables, stock options and investor updates

Audience

Corporate administrators wanting a tool to manage their transactions, investor communications, and regulatory compliance

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$157.50 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

QuotaBook
Founded: 2019
South Korea
www.quotabook.com

Company Information

Registry Direct
United Kingdom
www.registrydirect.com.au

Alternatives

Alternatives

Categories

Categories

Integrations

CAS 360
greenID

Integrations

CAS 360
greenID
Claim QuotaBook and update features and information
Claim QuotaBook and update features and information
Claim Registry Direct and update features and information
Claim Registry Direct and update features and information