Walter
Walter automates cap tables and streamlines equity recordkeeping, centralizing entity data and keeping corporate records up-to-date. Its integrated platform generates documents seamlessly, empowering firms with tools for efficient client collaboration. By replacing fragmented solutions, it enhances workflows, reduces non-billable hours, and elevates client satisfaction across corporate legal practices.
Top Walter Alternatives
Capiche
The Capiche platform revolutionizes private placement financing by automating document preparation and subscription tracking.
Shareworks
A powerful equity management solution, Shareworks seamlessly integrates equity data and teams for both domestic and global companies.
LoyaltyOptions
LoyaltyOptions excels in managing and accounting for stock-based compensation and employee ownership plans.
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.
Uptoken
Uptoken empowers crypto companies to incentivize employees and ecosystems securely, mitigating fears of fraud and regulatory issues.
Carta
Carta is a simple order and inventory management software that offers easy order management and simple inventory tracking for your business.
trica equity
It connects investors and founders, facilitating streamlined interactions and investment opportunities...
Carta for Private Companies
By streamlining cap tables, valuations, and equity plans, it enables users to issue electronic securities...
Vega Equity
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DealPotential Entrepreneur Platform
Users can create customized pitch decks, manage fundraising efficiently with an integrated CRM, and receive...
Certent Equity Management
This solution enhances compliance, mitigates risks, and boosts productivity...
Eurostep Digital
By leveraging analytics, automated reporting, and an LP dashboard, it helps identify portfolio opportunities and...
Capdesk
It supports diverse security types, enabling employees to easily track their vested shares through personalized...
Cap Table Management
Its blockchain-based platform ensures real-time updates and automated compliance with legal and regulatory requirements...
Top Walter Features
- Automated cap table management
- Centralized entity data storage
- Document generation with templates
- Integrated legal workflow management
- Document automation via Microsoft Word
- Client collaboration tools
- Real-time corporate records updates
- Comprehensive minute book management
- E-filing for entity changes
- Precedent library maximization
- Reduced non-billable time
- Streamlined equity recordkeeping
- ISO/IEC 27001:2022 certification
- SOC 2 Type 2 certification
- Best-in-class integration capabilities
- Enhanced client experience
- Legal tech platform accessibility
- Partnership with Vela Wood
- Workflow streamlining features
- Ongoing industry updates.
