PCFM

PCFM

PCFM is a cloud-based solution designed specifically for exempt market issuers, facilitating the seamless management of investor relations, critical documents, regulatory filings, and essential statistics. By automating these processes, PCFM ensures that issuers can focus on growth while maintaining meticulous records in a secure, user-friendly environment.

Top PCFM Alternatives

1

Shareworks

A powerful equity management solution, Shareworks seamlessly integrates equity data and teams for both domestic and global companies.

2

LoyaltyOptions

LoyaltyOptions excels in managing and accounting for stock-based compensation and employee ownership plans.

3

Walter

Walter automates cap tables and streamlines equity recordkeeping, centralizing entity data and keeping corporate records up-to-date.

4

Capiche

The Capiche platform revolutionizes private placement financing by automating document preparation and subscription tracking.

5

Vega Equity

Vega Equity empowers companies to cultivate a vibrant culture and attract exceptional talent through equity-based rewards.

6

Qapita

Engaging employees, investors, and shareholders becomes seamless with this platform, which manages equity matters from inception to IPO.

7

Nth Round

Users benefit from real-time tracking, secure shareholder portals, and personalized communications, ensuring clarity and compliance...

8

Gust

By leveraging data from their Company Profile, founders can identify suitable investors, navigate co-founder dynamics...

9

Capboard

With tools for fundraising simulations and a secure virtual data room, it enhances transparency and...

10

AngelList

It enables private fundraising on a deal-by-deal basis while managing scout programs and simplifying LP...

11

Motilal Oswal

With a commitment to ethical practices and advanced technology, it caters to a diverse clientele...

12

TradeSmart

The platform supports diverse broker connections and features electronic order routing in a single-screen format...

13

OPTRACK

It enables employees to execute stock options effortlessly through the SESO program, allowing them to...

14

Eqvista

Users can issue electronic shares to founders, employees, and investors while enjoying easy onboarding and...

15

Gust Equity Management

Users benefit from a user-friendly platform that simplifies cap table management without extensive lawyer involvement...

Top PCFM Features

  • Investor management tools
  • Document storage solutions
  • Filing automation features
  • Key statistics tracking
  • User-friendly interface
  • Cloud-based accessibility
  • Real-time reporting capabilities
  • Secure data storage
  • Customizable dashboards
  • Compliance management functions
  • Integration with M365
  • Efficient statement generation
  • Portfolio management features
  • Data analytics tools
  • Automated notifications and reminders
  • Multi-user access
  • Audit trail functionality
  • Performance tracking metrics
  • Investor communication platform
  • Role-based access controls