Compliance-grade ownership and cap-table control · Available

Turn private-company ownership into a controlled operating record.

aegisiqstockledger.com

AegisIQ Stock Ledger manages issuances, transfers, stock classes, certificates, options, SAFEs, approvals, and ownership reporting with entity-scoped access and attributable history.

The product is designed for teams that need more than a spreadsheet view: every material ownership action can retain its authority, supporting evidence, status, and audit trail.

Multi-entity cap tablesCertificate lifecycleApproval-first actionsAs-of ownership reporting

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Capabilities

What AegisIQ Stock Ledger is designed to do.

The corporate overview explains the product boundary. The product site contains the live application, current plan details, demonstrations, and product-specific disclosures.

Multi-entity support

Manage company, fund, subsidiary, and portfolio-company records from a controlled workspace.

Classes and series

Track common, preferred, warrants, options, and series-level terms with detailed ownership context.

Transactions

Record issuances, transfers, conversions, cancellations, splits, and other corporate actions.

Certificate lifecycle

Control active, voided, reissued, replaced, and lost-certificate states with supporting records.

SAFEs, options, and vesting

Maintain instruments, option pools, vesting schedules, and estimated conversion context.

Approval evidence

Require board, legal, or authorized approval before material changes are executed.

Reports and scenarios

Produce cap tables, ownership statements, dilution scenarios, and board-ready exports.

Audit and provenance

Retain who changed what, when, under which authority, and with which documents.

Operating workflow

A controlled path from input to decision.

The workflow is designed to preserve context, require the right review, and leave a traceable record of material actions.

Establish the security structure

Create entities, stock classes, authorized amounts, instruments, and stakeholder records.

Initiate a governed action

Prepare an issuance, transfer, certificate action, split, or cancellation with supporting evidence.

Review and approve

Route the action through the required approval chain and resolve exceptions before execution.

Lock and report

Update the ownership record, retain the audit history, and generate as-of reports for stakeholders.

Who it serves

Built around the teams responsible for the record.

Primary team

For private companies

Replace fragile cap-table files with live, controlled ownership records.

Fully diluted views
Corporate actions
Investor-ready reports

Operational team

For law firms

Maintain defensible evidence and transaction history across client entities.

Matter-level access
Approval records
Certificate control

Scaled organization

For funds and administrators

Oversee portfolio-company records without losing entity or permission boundaries.

Multi-entity oversight
Separation of duties
Data-room exports

Comparison

Why a purpose-built application matters.

The comparison is directional and focuses on workflow design rather than claiming that every competing product has the same limitations.

Capability	AegisIQ Stock Ledger	Spreadsheet cap table	Generic document system
Authoritative ownership record	Purpose-built ledger	Manual formulas and files	Documents without a live ledger
Issuance and transfer workflow	Native and approval-aware	Manual edits	Manual routing
Certificate lifecycle	Tracked by status and history	Separate worksheet or file	Document storage only
Options, SAFEs, vesting, scenarios	Integrated modules	Complex formulas	Not native
Entity-scoped permissions	Built for multiple companies and roles	File sharing	Folder permissions
Audit and provenance	Attributable events and evidence	Version history only	Document activity only
Pricing and checkout	Maintained on product site	No software subscription	Varies by vendor

The application family

One company. Four distinct financial jobs.

Each product can stand alone. The corporate architecture keeps its system-of-record responsibility, product pricing, and legal disclosures clear.

ResearchAegisIQ Equity

Develop the thesis, market context, catalyst view, and risk record.

OwnAegisIQ Stock Ledger

Maintain the authoritative holder, security, transaction, and certificate record.

AccountAegisIQ Wealth Ledger

Post transactions, preserve import detail, report, and value the owner’s interests.

RaiseAegisIQ Investor Portal

Coordinate controlled investor access, subscriptions, approvals, and closing.

Product site and pricing

Continue with AegisIQ Stock Ledger.

AegisIQ Stock Ledger is software for maintaining ownership records and workflows. It does not replace legal counsel, corporate-secretarial obligations, transfer-agent services, valuation advice, or independent verification.

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