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Need help working through your options?
Tell us where you are starting, what you need from the next platform, and your target date. Please do not include cap table files, employee records, passwords, or confidential deal terms.
Our enquiry form is not live yet, because no operator or lead-handling workflow has been configured. Until it is, contact the providers directly — we will not collect a request we cannot answer.
Frequently asked questions
- Does this site move my cap table?
- No. It helps you compare requirements and organize migration work. Your receiving provider handles the agreed import process.
- Do I need to upload records to compare platforms?
- No. The guides use requirements, dates, and quote amounts rather than stakeholder-level records.
- How long will the move take?
- It depends on scope, record quality, provider capacity, and reviewer availability. Obtain a company-specific schedule.
- Will everything transfer automatically?
- Do not assume so. Request a list of included records, documents, historical events, and exclusions.
- Should I choose the cheapest quote?
- Compare equivalent scope, renewal terms, internal work, and migration coverage before choosing on price.
- Can I cancel the old platform first?
- Review the contract and finish record preservation and required acceptance work before ending access.
- Does changing platforms change vesting or ownership terms?
- The migration should preserve the recorded terms. Any proposed legal change requires separate review and authorization; this website cannot determine legal effect.
- Will I need a new valuation?
- Ask your valuation professional. Moving software alone does not answer whether a report remains appropriate for the company’s circumstances.
- Can I use a spreadsheet while deciding?
- A retained spreadsheet can help preserve information and support reconciliation, but assess the operational and professional requirements before relying on it as your working system.
Vendor enquiry template
Subject: Migration scope and proposal request
Hi [team],
We are evaluating a move from [current platform]. Our setup includes [entities], [instruments], approximately [stakeholder band], and [required reporting and workflows]. Our target is [date].
Please confirm the records and documents you can import, any exclusions or manual work, the review process, implementation ownership, and a scoped quote including renewal terms. We would also like to see how you handle [specific difficult case] and how we can export our data in the future.
Thanks,
[Name]