After your raise
The raise closed. Now somebody has to keep the list.
Your round brought thirty to three hundred new holders in at once, the closing set is in six folders, and the cap table has not been touched since.
The situation
The round closed. The closing set is in six folders, and nobody has been made responsible for the list.
What we do
- Build the register from the subscription documents, not from a summary spreadsheet.
- Trace every position to the instrument that created it and flag anything the paperwork does not settle.
- Carry the accreditation and verification references alongside each holder.
- Take investor enquiries about positions, statements and transfers.
- Keep the transfer restrictions and lock-up dates on the position, where they belong.
What we do not do
- We do not raise money, solicit investors, or take any part of a raise.
- We do not give investment, legal or tax advice to you or to your holders.
Saying this plainly is cheaper than disappointing you later.
Other situations
Somebody has to keep the book.
Move your registerSend the closing set