Our Co-Founder & CEO Tom Gordon recently participated on an Entrepreneur Panel at the 11th Annual Eclipse IP Futures Conference, where he spoke about the tremendous growth Equity Shift is driving in the private markets, delivered in part by the intellectual property behind our 22x patented BITE® Platform. Thank you to JiNan Glasgow George and the team at Neo IP for the opportunity to participate. #IP #privatemarkets #intellectualproperty #fintech
Equity Shift
Financial Services
Raleigh, North Carolina 435 followers
Bringing digital efficiency to private companies and their shareholders.
About us
Equity Shift software makes it easier for private entities to issue, sell, and transfer their restricted securities. We combine workflow automation and FINRA licensing to unlock transactional capabilities for companies at all stages. Our patented BITE™ platform automates events like fundraising, vesting and convertibles, tender offers, and secondary trading. Digital engagement can reduce timelines & closing costs by over 50%. Repeatable event processing ensures compliance and improved outcomes for all. Equity Shift is a member FINRA / SIPC.
- Website
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https://equityshift.com
External link for Equity Shift
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Raleigh, North Carolina
- Type
- Privately Held
- Founded
- 2019
- Specialties
- Capitalization, Private Securities, Fundraising, Primary Issuance, Convertible Debt, Warrants, Options, Corporate Governance, Legal, Compliance, Payments, Secondaries, Employee Ownership, Tender Offers, Block Trades, and Secondary Marketplace
Locations
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Primary
434 Fayetteville Street
Suite 1150
Raleigh, North Carolina 27601, US
Employees at Equity Shift
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Carolyn Saacke Huhn
Board Member | Strategic Business & Financial Advisor | IPO Expert | Capital Markets Specialist | Speaker
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Michael Behrns-Miller
Software Engineer at Equity Shift
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Lorie Coulombe
SVP of Marketing at Equity Shift I Brand Builder I Content Strategist I Inclusive Leader I AI Enthusiast
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Alan Smith
Sales Executive | FinTech | Capital Markets | SaaS | Custody | Client Management
Updates
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Equity Shift reposted this
After years of building our best-in-class platform of private entities, I'm thrilled to be launching the second phase of Equity Shift's vision to interconnect and expand the private market ecosystem! Connections enables private market participants who may not have access to traditional "capital markets" to build their network and interconnect with other investors, funds, companies, and service providers. Sign up today!
Your network holds the potential to unlock new opportunities. Imagine tapping into the networks of those relationships as well. Connections enables private companies, brokers, investment bankers, investors, and their lawyers to extend beyond their immediate networks to access capital, discover opportunities, and engage in transactions that can go beyond 'who you know' to include 'who they know' in an informed and manageable approach. Simply log in to explore and request access to deals across an expanded network. It’s a simple, secure way to unlock new potential in the private markets. Visit www.equityshift.com to sign up and learn how you can join Connections. #privatemarkets #privateequity #investments #capitalraise #fundraising #fintech #legaltech #secondaries #ownershipworks #employeeownership
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Your network holds the potential to unlock new opportunities. Imagine tapping into the networks of those relationships as well. Connections enables private companies, brokers, investment bankers, investors, and their lawyers to extend beyond their immediate networks to access capital, discover opportunities, and engage in transactions that can go beyond 'who you know' to include 'who they know' in an informed and manageable approach. Simply log in to explore and request access to deals across an expanded network. It’s a simple, secure way to unlock new potential in the private markets. Visit www.equityshift.com to sign up and learn how you can join Connections. #privatemarkets #privateequity #investments #capitalraise #fundraising #fintech #legaltech #secondaries #ownershipworks #employeeownership
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In an exciting move that signals our company's ambitious growth plans, we’re thrilled to announce that Lorie Coulombe has joined Equity Shift as our Senior Vice President of Marketing. With a mission to transform how private entities can execute corporate transactions and business events in the capital markets, Equity Shift is at the forefront of digital transaction process automation, delivering a trusted, secure platform that drives greater efficiency, transparency, and control for all participants. Lorie will play a key role in further shaping our brand, expanding our market presence, and accelerating our go-to-market strategy as we continue to innovate in the space. Lorie brings over two decades of experience in marketing and communications strategy to Equity Shift. Her expertise in brand development, demand generation, content marketing and leading high-impact teams in fast-paced environments will be instrumental in driving Equity Shift’s growth and market presence. We can't wait to see the incredible impact Lorie will make as we continue to scale and grow. Welcome to the team, Lorie! #welcometotheteam #team #growth #marketing #privatemarkets
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In the first half of 2024, Equity Shift successfully distributed over $355MM in ownership to employees spanning 8 countries in 3 continents, and our team added over $6.6B in assets to the platform. Leading law firms and investment sponsors trust Equity Shift with their most critical initiatives, as the market continues to embrace ownership as a pathway to improved employee retention and more inclusive financial outcomes. Equity Shift provides infrastructure technology that simplifies deal execution for private securities transactions. The patented BITEⓇ platform blends financial, legal, and blockchain technology to automate ownership events, enforce regulatory compliance, and connect a distributed ecosystem. Together with today's most innovative companies and their employee-owners, Equity Shift is revolutionizing the transfer of private securities. Please contact sales@equityshift.com to learn more about our solutions for broad-based ownership implementation, ongoing equity administration, fundraising, and liquidity. #privatemarkets #esg #investments #privateequity #capitalraise #fundraising #fintech #legaltech #secondaries #esop #ownershipworks #employeeownership
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The ownership movement in private equity is growing, and there is no better way to implement than the patented BITE® Platform. Equity Shift is trusted by the world's leading legal professionals to launch a variety of different ownership initiatives for their most important clients. Contact us to learn more! https://lnkd.in/eks8iEEB #sharedownership #privateequity #legaltech #automation
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Equity Shift's modern infrastructure puts companies in control of their data, legal rights, timelines, and participants in secondaries. The BITE® platform connects all market constituents - issuers, lawyers, brokers, and investors - with automated enforcement of transfer rules to create a trusted ecosystem for everyone. #privatemarkets #investments #offering #privateequity #venturecapital #fundraising #secondaries #captable #equitymanagement #ownership #ownershipworks #transactions #regtech #legaltech #fintech
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How will your business grow in 2024? In 2023 private companies turned to Equity Shift to efficiently manage stakeholders, execute complex transactions, and automate other growth-related events; all without worry over fees or regulatory concerns. Equity Shift’s BITE® platform streamlines private market financing, secondaries, and other corporate actions by automating transaction workflows, ensuring regulatory compliance, and digitizing complex investor rights. Learn more at www.equityshift.com and find out how our technology can help your company execute with greater efficiency and consistency. #privatemarkets #investments #liquidity #secondaries #financing #fundraising #capitalraise #privateequity #fintech #legaltech #regtech #ownershipworks #ownership #privatecompanies #venturecapital