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Nth Round

by Nth Round · Since 2018
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ActiveAvailable globallyCloud
Quick facts
VendorNth Round
Year launched2018
StatusActive
Location230 S Broad St 20th Floor Philadelphia, Pennsylvania 19102, US
Countries servedGlobal
Languages6
IntegrationsN/A
Free tierN/A
Free trialN/A
Contact salesN/A

About Nth Round

Nth Round is a cap table management software from Nth Round that helps manage equity and shareholder communication for private businesses. It combines real-time cap table management, a secure shareholder portal, and digital communications so users can efficiently oversee their equity administration. The platform is designed specifically for private companies, facilitating clear communication and simplified workflows regarding equity transactions. Users can access critical cap table information and engage with shareholders securely through the portal, ensuring transparency and compliance. Key capabilities: real-time cap table management secure shareholder portal digital communications equity administration improved workflows Best for: private business owners and financial administrators that need efficient cap table and equity management.

Nth Round is a comprehensive equity management platform designed for private enterprises, family businesses, and investor-backed organizations to optimize ownership management, streamline shareholder administration, and enhance governance. The platform provides a centralized system for managing cap tables, digital stock certificates, valuations, vesting schedules, and document storage. Nth Round’s strength lies in its ability to handle complex ownership structures such as multi-entity organizations and multi-generational family holdings, providing accuracy and compliance at every level. It also features an intuitive, secure shareholder portal that fosters transparency by giving stakeholders access to real-time ownership data, liquidity options, and essential financial documents. The platform integrates seamlessly into existing workflows through automation tools that reduce manual effort, support fundraising, manage equity awards, and facilitate communication with shareholders and board members. With SOC II compliance and a highly responsive customer success team, Nth Round offers exceptional reliability and support. Its pricing tiers — Growth, Success, and Custom — cater to businesses at various stages of development, ensuring flexibility and value.

Pros & Cons

Pros
  • Intuitive and modern interface designed for accessibility by non-technical users.
  • Highly customizable and scalable platform supporting complex ownership and equity structures.
  • Comprehensive automation features significantly reduce manual administrative workload and errors.
  • SOC II compliance guarantees enterprise-grade data security, reliability, and operational integrity.
  • Exceptional customer support and onboarding services ensure seamless implementation and adoption.
Cons
  • Limited public integrations available with external third-party accounting or HR systems.
  • Higher-tier pricing structures may prove expensive for early-stage startup companies.
  • Requires expert setup assistance initially due to configuration and workflow complexity.
  • Some advanced analytics and reporting features need Custom-tier subscription access.
  • Limited offline functionality, relying heavily on consistent and stable cloud connectivity

Features

Key features

Real-Time Cap Table Management – Ensures the cap table is always accurate and updated automatically, reducing errors in equity ownership tracking and administrative workload.
Secure Shareholder Portal – Provides shareholders with a personalized, secure space to view ownership data, access reports, and manage documentation in real-time.
Digital Communications – Automates the creation and distribution of shareholder updates, announcements, and proxy materials to streamline corporate communication.
Optimized Workflows – Automates complex equity-related operations like stock issuance, vesting, and payments to improve efficiency and compliance.
Fundraising Automation – Simplifies the fundraising process through structured automation tools that handle equity distribution and investor engagement.
Liquidity & Payments Platform – Enables ACH and wire transfers and supports secondary trading for shareholder liquidity within a controlled environment.
Dedicated Customer Support – Offers hands-on onboarding and continued assistance with real experts, ensuring seamless implementation and long-term success.

Additional features

Cap Table Management – Maintains accurate ownership data and real-time updates across multiple entities.
Digital Certificates – Issues compliant, digital share certificates to replace manual documentation.
Ownership Visualization Dashboard – Provides visual charts and reports for easier understanding of ownership structure.
Cost Basis Tracking – Calculates and maintains tax-relevant cost basis for equity transactions.
Document Vaults – Securely stores shareholder agreements, financial documents, and reports.
Time/Performance Vesting – Automates vesting schedules based on time or performance criteria.
K-1/1099 Distribution – Automates the delivery of tax forms to shareholders.
Proxy Voting & eSignatures – Facilitates corporate governance actions through secure online voting and digital signatures.
Email Engagement Tracking – Monitors shareholder communications for engagement insights.
Custom Dashboard Graphics – Offers tailored visualization of ownership and equity events for presentation and analytics.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Growth Plan
USD 1/mo
billed monthly

Countries & Languages

Global
Countries served
6
Interface languages
16
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortuguese

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇳CNY🇮🇳INR🇨🇭CHF🇸🇪SEK🇭🇰HKD🇸🇬SGD🇳🇿NZD🇰🇷KRW🇷🇺RUB🇧🇷BRL

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