An all-in-one solution for your equity management and liquidity needs

Cap Table Management

Accurate shareholder management made easy

Manage your cap table within the same secure platform that enables you to raise capital, sponsor liquidity events and access pre-IPO liquidity.

Personalized onboarding process helps to improve the accuracy of your cap table as we build your cap table from your stakeholder agreements.

Maintain real-time ownership updates, model out future financing rounds, share important information with shareholders, manage employee equity plans and more.

Seamless cap table updates for ClearList clients raising capital, sponsoring a liquidity program or conducting secondary trading.

Liquidity Programs

Comprehensive solution for private companies to sponsor liquidity programs for their employees and investors

Intuitive and user-friendly platform that provides for custom communication plans, electronic execution of legal documents, ability to obtain spousal consent, complete tax forms, and real-time participation updates.

We work with Issuers to customize and brand their liquidity event to suit their needs.

Issuers determine investor and employee participation levels and can either set a fixed price for the event or include an auction for price discovery.

Issuers can decide to do a share-repurchase or grant access to their investors or request that ClearList identify potential new investors.

Sponsoring liquidity programs on ClearList is a great way to incentivize, attract and retain talented employees and an easy way to allow new or existing investors to increase their holdings.

Cap Table Management

Accurate shareholder management made easy

Manage your cap table within the same secure platform that enables you to raise capital, sponsor liquidity events and access pre-IPO liquidity.

Personalized onboarding process helps to improve the accuracy of your cap table as we build your cap table from your stakeholder agreements.

Maintain real-time ownership updates, model out future financing rounds, share important information with shareholders, manage employee equity plans and more.

Seamless cap table updates for ClearList clients raising capital, sponsoring a liquidity program or conducting secondary trading.

Liquidity Programs

Comprehensive solution for private companies to sponsor liquidity programs for their employees and investors

Intuitive and user-friendly platform that provides for custom communication plans, electronic execution of legal documents, ability to obtain spousal consent, complete tax forms, and real-time participation updates.

We work with Issuers to customize and brand their liquidity event to suit their needs.

Issuers determine investor and employee participation levels and can either set a fixed price for the event or include an auction for price discovery.

Issuers can decide to do a share-repurchase or grant access to their investors or request that ClearList identify potential new investors.

Sponsoring liquidity programs on ClearList is a great way to incentivize, attract and retain talented employees and an easy way to allow new or existing investors to increase their holdings.

Valuation & Investor Services

ClearList offers a variety of valuation and investor services, including:

Audit-ready 409A Valuations

Corporate Action Workflows

Transfer Agent
Services

Customized Shareholder Workflows

Preferred Partner Program

Interested in joining ClearList’s preferred partner program?
Earn referral discounts, mentorship opportunities for companies, access to ClearList’s diverse network and more. Current partners include: