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InvestmenTrax™ Features

Functions Capabilities
Manage Multiple Investment Instruments
  • Common and preferred stock
  • Warrants
  • Convertible securities
  • Corporate debt
Track Investor Activity Records
  • All activity types
    • Issuances
    • Cancellations and Repurchases
    • Change of Ownership
  • Record holdings as either book entry or certificates
  • Classify and track share restrictions. For example:
    • The system will not allow for the sale or transfer of restricted securities.
    • Set restriction lift dates in advance
    • Create custom or use preset restriction types
    • Keep records of all prior restriction lift dates
Securities and Investor Reporting
  • Capitalization Table reporting
  • Shareholder and security listings
  • Holdings by offering
  • Corporate actions reporting
  • Transfer and transaction reports
  • “As Of” reports and cap table reporting
  • Categorize and report on shareholders by classification (e.g., employees,
    board members, friends and family, VC’s etc.)
Calculate Corporate Actions
  • Cash Dividend/ Interest Payments
  • Stock Dividends
  • Forward and Reverse Stock Splits
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