Raising capital
Proactively manage your capital raise
- A comprehensive tool for proactively managing your capital raise
- Track interactions with all your prospective investors
- Drive prospects towards closing
- Team-based so tasks can be shared
- Track who introduced each prospective investor
- For institutional investors, track meetings with individuals and aggregate automatically to their company
- Define how financial and operational data is packaged for shareholders
- Different share classes and different holding amounts get different packages
- Your packages can be delivered as documents and/or data. (Shareholders can use Xenapto to aggregate their data across their holdings)
- Monthly, quarterly or annual schedules
- AGMs, EGMs and other events can be run online, offline or both
- Define the agenda as a series of resolutions
- Securely gather votes against each resolution
- The voting outcome may depend on share class and other factors
- Publish minutes and notify shareholders of the outcomes
Board cycle
Run board meetings effectively
- The board cycle can be run online, offline or both
- Directors can begin the conversation as soon as you publish the board package
- Reduces the need for a full set-piece board meeting every reporting cycle
- Directors can vote securely on board resolutions online
- Enables greater board participation from a wider range of candidates