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Aequitec AG

  • AGM & Shareholder Meetings
  • Investor CRM & Engagement
  • Share Register

Aequitec helps listed issuers maintain a real-time, audit-ready share register and run compliant AGM/EGM workflows. CFOs, GCs and IR teams get one source of truth for shareholders, voting rights, proxies, invitations and live voting.

  • Maintain private and public entities in one application
  • Provide your shareholders a dedicated account
  • Track employee ownership and create the relevant tax reports
Contact

    Company Profile

    • Herostrasse 9, 8048, Zürich
    • Founded January 2020
    • Offices: Zürich, Copenhagen
    • 5 Employees
    • German, English, French, Italian
    • https://www.aequitec.com

    Since 2020 we cater IPO candidates and fast-scaling companies before and after their stock market listing. We have won many clients due to our modern software and investment-bank-grade support. With our expertise we support you in corporate actions processing, investor relations, shareholders' meetings and employee ownership management.

    Certifications

    • Swiss Made Software

    • ISO/IEC 27001 (currently in audit)

    Aequitec AG on social media

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    01 Shareholder Registration
    03 Technical Support
    05 Results Tabulation

    Aequitec AG Services

    • Cap Table Management

      Aequitec's Cap Table Management keeps your equity records accurate and audit-ready across founders, employees, investors, and option holders. We maintain share registers, track grants, exercises, transfers, and dilution events, model financing rounds and waterfalls, and reconcile with shareholder agreements, giving you a single source of truth for compliance, reporting, and strategic decisions.

    • Share Register Management

      Aequitec's Share Register Management maintains a complete, legally compliant record of every shareholder and share class in your company. We record issuances, transfers, repurchases, and certificate details, keep beneficial ownership data current, and ensure your register aligns with statutory requirements, delivering a reliable, audit-ready foundation for governance, reporting, and shareholder communications.

    • Shareholders' Meeting Orchestration

      Aequitec's Shareholders' Meeting Service streamlines the end-to-end management of AGMs and EGMs, from notice distribution and agenda preparation to proxy collection, attendance tracking, and resolution voting. We coordinate quorum verification, capture minutes, and archive supporting documents, ensuring every meeting runs smoothly, meets statutory requirements, and delivers a defensible audit trail.

    • Employee Ownership Management

      Aequitec's Employee Ownership streamlines equity participation programs across private and public companies. For private companies, we manage option pools, vesting schedules, ESOPs, and phantom shares with bespoke valuation support. For public companies, we administer RSUs, share plans, and disclosure obligations under listing rules, ensuring accurate records, tax compliance, and seamless employee communications throughout.

    Clients

    FAQs

    Aequitec is purpose-built for the Swiss and European equity management market, combining deep regulatory expertise with a modern, intuitive platform. Unlike generic cap table tools, we cover the full equity lifecycle, from share register and cap table management to shareholders' meetings and employee ownership, under one roof. Our clients benefit from Swiss-grade security, dedicated onboarding, and a team that understands both legal and operational complexity, helping you replace spreadsheets and fragmented processes with a single source of truth.

    All client data is hosted exclusively in Switzerland on ISO 27001-certified infrastructure, ensuring full compliance with Swiss data protection law (FADP/DSG) and GDPR. We apply enterprise-grade encryption, role-based access controls, and regular third-party security audits, giving you the confidence that your sensitive shareholder and equity data is handled with the highest standards of confidentiality and resilience.

    Yes. Aequitec integrates with SIX SIS, Switzerland's central securities depository, enabling seamless handling of book-entry securities, settlement events, and corporate actions for listed and unlisted issuers. This direct connectivity reduces manual reconciliation, accelerates processing of share transfers and corporate events, and ensures your share register stays synchronized with the official settlement infrastructure, a capability few share registers can offer.

    Most clients are fully onboarded within 2–6 weeks, depending on company size and data complexity. Our implementation team handles the heavy lifting: migrating your existing cap table, share register, and historical transactions, validating data accuracy, and configuring the platform to match your governance structure. We provide tailored training for legal, finance, and HR stakeholders, so your team can go live with confidence and minimal internal resource commitment.

    Absolutely. Aequitec is designed to support companies from early-stage startups through to listed corporations. As you raise capital, expand employee ownership programs, add international entities, or prepare for an IPO, the platform scales with you, handling complex share classes, multi-jurisdictional compliance, public disclosure requirements, and integrations with auditors, registrars, and settlement systems. One platform, every stage of your equity journey.

    Contact Aequitec AG

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