Equity and cap table · Documentation review and CFO selection criteria
Equify review: limits, prices and integration
Editorial analysis by Sébastien Doat · updated on
Equify compares itself on the monitoring of capital, holders and incentive plans. The reliability of the register is based on the reconciliation of operations with legal documents and on the management of authorizations.
Equify : the essentials for deciding
Equify presents a capitalization table and shareholder management, particularly French schemes. The selection must start from your registers and the assigned instruments, then check the rights of each participant.
For which companies to choose Equify ?
A company that wants to structure the administration of its shareholders can examine Equify with its legal counsel and financial management. The file must describe the holders, instruments and events to be followed, including departures and exercises.
Use cases to assess
- Capitalization and monitoring of instruments
Project requirements
- Legal history and authorizations to reconcile
Strengths, limitations and cases to exclude
A recovery must not transform an estimate or an unsigned agreement into an acquired right. Validate each operation and the calculation rules. Also check the differences between administrator, beneficiary and investor access before opening the accounts.
The data and controls of this journey must be validated by the business manager before the changeover.
Price of Equify : think in total cost
Compare annual formulas according to active holders, operations, signatures and reporting included.
Specify holders, operations, signatures and support services.
Pricing Source Equify · last price check: . Request a current quote for the same scope.
Integration and deployment: tests to prepare
Test a beneficiary attribution, modification and exit from validated documents. Reconcile the capitalization table and exports with your reference register. Then compare the annual fees and transactions included with Carta on the same number of active cardholders.
A company wants to monitor BSPCE allocations and exercises consistent with securities movements. Proposed protocol, without measured customer results.
1. Reconstruct an attribution
Check decision, beneficiary, acquisition schedule and exercise conditions, with the associated documents.
2. Reconcile register and cap table
Test an exercise or an issue and check the consistency between titles, register and diluted view with your legal advisor.
What alternatives or complements to Equify ?
Compare the solutions based on the need covered and the scenario of your business.
- Carta
Shareholding: check legal instruments and dilution scenarios.
Frequently asked questions about Equify
Who is Equify for?
A company that wants to structure the administration of its shareholders can examine Equify with its legal counsel and financial management. The file must describe the holders, instruments and events to be followed, including departures and exercises.
What limits should you examine before choosing Equify?
A recovery must not transform an estimate or an unsigned agreement into an acquired right. Validate each operation and the calculation rules. Also check the differences between administrator, beneficiary and investor access before opening the accounts.
What budget should you plan for Equify?
Specify holders, operations, signatures and support services.
Does a digital cap table replace legal acts?
No. Reconcile the data with validated acts and registers. The monitoring functions do not exempt from verifying the decisions, signatures and rules of each instrument.
What test should you ask to evaluate Equify?
A company wants to monitor BSPCE allocations and exercises consistent with securities movements.
Sources and methodology
Documentation: official source Equify, last documentary review on . The selection criteria constitute an editorial analysis; they are not a certification of the publisher.
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