Client-ready Cap Table Management
Lower Cost Investor Relations CRM
Integrated Investor On-Boarding
Broker-Dealers and Capital Advisors understand that smooth fund-raising processes provide your target investors with more confidence to invest.
Broker-Dealers and Capital Advisory firms have a unique appreciation of the importance of reducing overhead, reducing cycle times, increasing margins, and maintaining compliance. Vertalo can help.
The Vertalo Transfer Agent and shareholder registry platform drives value for Broker Dealers by replacing operational costs with revenue-generating investor management and onboarding technology.
Vertalo’s registration process and cap table eliminate repetitive and error-prone data entry for Broker-Dealers, making it easier to execute offerings. At the end of the fund-raise process, Vertalo-enabled Broker-Dealers can produce an auditable ledger of purchasers as a deliverable for their client. The Vertalo ledger is the ideal first cap table for a broker-dealer’s client and their investors.
For Broker-Dealers that want to issue digital assets, Vertalo provides the only analog-to-digital transfer agent and cap table platform that can tokenize an offering immediately at the time of closing, or at any point before or after.
Contact us to learn more about how Vertalo can be integrated into your Broker-Dealer’s investor onboarding, diligence, and subscription processes. Stop building technology that you have to support forever and start raising more funds by working with Vertalo.
Partner with Us.
Vertalo actively partners with Broker-Dealers to support capital activities.