MANAGE CAP TABLE
WITH A TRANSFER AGENT THAT CARES
Colonial values its clients and their investors
by putting them first through personalized
customer service, innovative technology
and over 30 years of expertise
IPO FOR YOUR
Our experts are ready to guide
you through the IPO process including closing,
exchange listing, distribution and more
Crowdfunding portals and their company
clients can seamlessly integrate into our
transfer agent and investor recordkeeping services
Using our online proxy voting platform,
we can manage your proxy voting campaign
from start to finish including full integration
We provide personalized and responsive service on every transaction and inquiry, coupled with your online cap table and investor management tools, delivering peace of mind to you and your investors.
Our proprietary online cap table management and transfer agency platform includes the latest online features for you and your investors such as share issue, stock options, ESPP, dividend, and proxy.
Registered in good standing with the SEC since our opening in 1987, our team has the expertise to successfully provide the guidance you need from your daily transactions to your IPO or M&A activities.