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OwnersPortal is Invesdor's software-as-a-service tool for managing issued securities, such as shares and bonds. It is a nimble alternative to heavy and expensive central securities depositories (CSD) that are traditionally used to store electronic securities.
OwnersPortal eliminates the mess of managing multiple excel spreadsheets while still retaining the flexibility that the company would lose by entering a CSD.
“For any company we at Yepzon warmly recommend Invesdor’s OwnersPortal system for their shareholder management. Platform is very reliable, easy to use and what’s most important: designed to control a lot of information and big owner bases.”
Otto Linna, CEO, Yepzon
Let's say your company has a hundred shareholders with multiple share classes that have different voting rights. Perhaps the shares are even tradeable, and the company has issued a bond or two, and it has several options plans.
The truth is that your company has a complex cap table. OwnersPortal can help you keep track of all issued securities and eliminate risks related to version control.
“OwnersPortal is for sure the easiest way to keep track of your cap table and a very handy way to contact your shareholders. It gives clear visuals for ownership percentages, which is really nice. Managing more than 300 shareholders can be tricky, but this platform makes things way easier.”
Virpi Muhonen, CEO, Askel Healthcare
Keeping up with changes in share- and bondholder information can get overwhelming if the securities are tradable. With OwnersPortal, official recording of trades and other changes in ownership is considerably easier. You can even view ownership chains of individual securities, so you will always know who has owned them.
"An easy and organised way to handle our cap table of close to 200 shareholders from 15 countries”
Timo Ketonen, Chairman, Plantui
OwnersPortal enables you to message your share- and bondholders and share files with them with the same tool. No need to bother with exports, spreadsheets and external email software. Your contact list is automatically updated with changes in ownership, so you can be sure you always have the latest version.
In our FAQ section you will find answers to frequently asked questions about our financing rounds, processes and crowdfunding in general.
Kaius Löfgren, Head of Sales & Deal Flow
I look forward to your enquiry.
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