Cap Table Management Services

A well-structured investor cap table or capitalization report can be a powerful medium of communication between stakeholders. Many companies and issuers utilize Excel for their cap table because they don't know more advanced investor recordkeeping software exists, like Colonial's cap table management platform.

Companies can reduce stress and increase efficiency through Colonial Stock Transfer's cap table management platform and stock transfer agent services, provided in one solution. Our online platform includes these features:

  • Unlimited classes of securities
  • Unlimited stock issuances (through our Gold plan)
  • Interactive investor cap table
  • Provide direct company updates and notifications to shareholders
  • Stock options and award management
  • Share structure reports
  • Tracking of historical shares and positions
  • Shareholder transaction reports
  • Investor and employee online access
  • Document management and e-signatures online (coming soon)
  • Automatic updates and real-time reporting
  • Regulatory compliance with the latest SEC rules
  • Tracking corporate governance and due diligence
  • Full stock transfer service from SEC-registered transfer agent staff
  • Companies can rely on safe harbor rules for Reg A and Reg CF offerings

Colonial's blend of software and full transfer agent services can help companies take the next step in providing professional support for their investors. You can find tips on how to better manage your cap table on our blog.

Schedule Demo

Request a demo and/or a proposal of our cap table managment platform.