Equity Shift
| ISIN | 🆔 |
|---|---|
| Industry | Software |
| Founded 📆 | 2019 |
| Founders 👔 |
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| Headquarters 🏙️ | , , U.S. |
Area served 🗺️ | |
Key people |
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| Members | |
Number of employees | |
| 🌐 Website | equityshift |
| 📇 Address | |
| 📞 telephone | |
Equity Shift is a Raleigh, North Carolina-based technology company that specializes in software that helps improve the operations of privately held entities in the United States. The company's patented[1] software platform helps companies, investors and employees improve outcomes with a diversified suite of digital capabilities.
The company is a FINRA member firm[2] and operates an issuer-focused Alternative Trading System (ATS) regulated by the U.S. Securities and Exchange Commission.
Equity Shift was founded in 2019 by Tom Gordon and Will Duckett.
History[edit]
Equity Shift was founded in 2019 by serial entrepreneur Tom Gordon (co-founder of SynXis) and entrepreneur Will Duckett. The company originated from the founders' experience operating and advising companies from inception to IPO.
In May 2017 Tom Gordon executed a Regulation D fundraising for Causam Enterprises using the BITE technology platform.
In February 2019 Equity Shift was founded.
In June 2020 Equity Shift was granted its first patent.[3]
In May 2021 Equity Shift earned membership into FINRA.[4]
In January 2022 Equity Shift joined the Open Cap Table Coalition.[5]
Tom Gordon is an active contributor with the USPTO by participating in feedback on the patent process, examiner training, speaking on the practical uses of blockchain technology, and providing advice for new patent seekers.[6]
Products and services[edit]
Equity Shift develops software to help companies accelerate the execution of their business strategy.
The company's platform combines functional tools that fulfill the operating requirements of private entities, including identity verification, document management, digital signatures, digital payments, compliance with corporate law and securities law, capitalization table management, valuation services, private securities transactions, and immutable corporate record keeping.
The company provides products and services that create a centralized digital repository for corporate activities, including the issuance and management of securities, communication with internal and external stakeholders, legal processing, fundraising, ownership transfers, and complex corporate transactions.
The company also operates an Alternative Trading System (ATS) that enables companies to provide a controlled way for employees and shareholders to sell their ownership holdings before the company goes public or is acquired.
Operations[edit]
Equity Shift is headquartered in Raleigh, North Carolina and provides its services to federally exempt entities in the United States, with coverage for investors and service providers in nearly 180 countries.
References[edit]
- ↑ https://uspto.report/company/Equity-Shift-Inc/patents
- ↑ https://brokercheck.finra.org/firm/summary/309841
- ↑ https://uspto.report/patent/grant/10,699,340
- ↑ https://brokercheck.finra.org/firm/summary/309841
- ↑ https://www.opencaptablecoalition.com/
- ↑ https://www.uspto.gov/about-us/uspto-locations/alexandria-va/blockchain-ip-stakeholder-spotlight
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