A cap table is essential for companies that issue stock, warrants or equity grants. It helps keep track of who owns what and how much during fundraising or liquidity events. Without a cap table, tracking shares in an option pool, pricing for fundraising, providing shareholder updates and making reference to appropriate decision-makers can get messy.
Online cap table tracking and transfer agent services. In addition to keeping track of investor records and accounts, knowledgeable handling of regulatory requirements for shareholders is also important for good company relations. An SEC-registered transfer agent in Salt Lake City, UT, is a fundamental component of these services. Such online transfer agent services may include:
Dividend payouts along with 1099 and escheatment services and withholding reports
Corporate actions, such as stock splits, mergers and acquisitions, divestitures and spin-offs, IPOs and more
DTC FAST processing of DRS and DWAC transactions
Escrow services for private and corporate transactions
Paper certificate or electronic issuances
Tracking and searches for lost shareholders
Proxy meetings
Printing and mailing
Online reporting, including shareholder lists, trading and percentage reports and custom reports
Recordkeeping on shareholder accounts and transactions, including certificate history and regulatory support
Shareholder support by phone, email, post, fax or in person.
Stock transfers, along with issuances, debt conversions, warrant offerings, removal of restrictions, warrant offerings and more, typically within 24 hours
Printing services for stock certificates, including logos and holographic foil
A Full-Service Online Platform
A stock transfer agent and cap table tracking company located in the Salt Lake City stock exchange district can provide personalized transfer agent services and issuer compliance support for NYSE, OTC and NASDAQ companies, including SEC EDGAR filings, crowdfunding software and IPO assistance, as well as complete services for private companies. Call Colonial Stock Transfer Company, Inc. at 000-000-0000 or visit website to find out more.
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