Liquidity made simple

Run tender offers easily, through an integrated liquidity solution that's connected to your cap table.

Experience an end-to-end solution Reduce delays and errors, with cap table integrations that make it easy to launch, transact, and settle tender offers through one platform.

• Customizable tender offer templates
• Plan ahead with seller modeling tools
• In-platform money movement

Partner with liquidity experts Work with your own dedicated, experienced team to structure and execute tender offers that meet your company’s goals.

• Support for tender offer preparation
• Insights for transaction structure
• White-glove service for unlimited support

Ensure complete oversight Manage the whole tender offer process—set your terms, determine potential buyers, and sign off on all orders, giving you full oversight at every step.

• Detailed, custom dashboards
• Receive tax withholding estimates
• Review, transact, and close in one place

Features

• Secondary Market Access: Provide a platform for employees and investors to buy and sell shares in a secondary market, offering liquidity without the need for a public offering.
• Automated Liquidity Events: Streamline the process of organizing and executing liquidity events, such as tender offers or share buybacks, with automated workflows and compliance checks.
• Real-Time Valuation Updates: Ensure that share valuations are updated in real-time based on market conditions and recent transactions, providing accurate pricing for liquidity events.
• Compliance and Regulatory Support: Offer tools and resources to help companies navigate the complex regulatory landscape associated with liquidity events, ensuring compliance with all relevant laws and regulations.
• Investor Relations Portal: Create a dedicated portal for investors to track their holdings, view liquidity opportunities, and access relevant documents and updates.