Corporate Stock Ledger & Certificate Management
Compliance-grade equity governance priced for real companies. Legal defensibility, audit trails, and certificate lifecycle management.
Starter
For early-stage private companies
- 1 Entity / Company
- Up to 10 Shareholders
- 1 User Seat
- Shareholder Registry
- Share Issuance & Cap Table View
- Basic Stock Certificate (PDF)
- Download Certificates
- Email Support
Professional
For law firms & legal ops teams
- Everything in Starter +
- Up to 5 User Seats (+$7/extra seat)
- Up to 100 Shareholders
- Unlimited Certificates
- Certificate Numbering
- Lost Certificate Replacement
- Lost Certificate Affidavit (PDF)
- Certificate Audit Trail
- Multi-Class Shares & Export Reports
Corporate
For fund operators & multi-entity law firms
- Everything in Professional +
- Up to 25 User Seats (+$5/extra seat)
- Unlimited Entities
- Unlimited Shareholders
- Certificate Lifecycle Management
- Full Audit Log & Document Archive
- Officer Signature Management
- Custom Certificate Templates
- API Access & Priority Support
Enterprise
Am Law 100–200 firms, fund administrators & holding companies
- Everything in Corporate +
- Unlimited Entities
- SAML SSO & SCIM Provisioning
- Custom AI Governance Rules
- Dedicated Infrastructure Option
- Transfer Agent API Integration
- Legal Ops Onboarding & PPM Support
- Custom SLA & 24/7 Support
Optional Add-Ons
Certificate Archive Storage
Secure cloud storage for all generated PDFs
$5/monthLegal Document Pack
Affidavits, Transfer Agreements, Board Consents & more
$10/monthAPI Access
Integrate with accounting, investor portals & legal systems
$29/monthHow AegisIQ Compares
Compliance-grade stock ledger control at a fraction of legacy platform costs
| Platform | Entry Price | Mid-Tier | Enterprise | Target Segment | DGCL §224 | Approval-First AI | Lost Cert Recovery |
|---|---|---|---|---|---|---|---|
| Carta | $149/mo | $399/mo | $2,500+/mo | Startups → enterprise | — | — | — |
| Pulley | $50/mo | $200/mo | Custom | Startups | — | — | — |
| Shareworks | Custom | Custom | $1,000+/mo | Enterprise | — | — | Partial |
| Manual Ledgers | $0 | — | — | Law firms (legacy) | — | — | — |
| AegisIQ | $79/mo | $199/mo | Custom | Law firms · funds · private cos |
DGCL Section 224
Built for Delaware electronic stock ledger compliance from day one. Not an afterthought.
Approval-First AI
Every AI answer is tied to an entity, timestamp, and source record. AI surfaces — humans approve.
Certificate Lifecycle
Issuance, transfer, cancellation, lost certificate recovery — full lifecycle, not just a cap table view.
Record Integrity
Competitors optimize for visibility. AegisIQ optimizes for record integrity — built to stand up to scrutiny.
Compare All Features
| Feature | Starter | Professional | Corporate | Enterprise |
|---|---|---|---|---|
| Entities | 1 | Up to 5 | Up to 25 | Unlimited |
| Share Classes | 2 | Unlimited | Unlimited | Unlimited |
| User Seats | 1 | 5 | 25 | Unlimited |
| Shareholder Ledger | ||||
| Stock Certificates (PDF) | Basic | |||
| Approval-First AI | — | Custom rules | ||
| Lost Certificate Recovery | — | |||
| Document Vault | — | |||
| SSO / MFA | — | — | SAML + SCIM | |
| API Access | — | — | ||
| White-Label | — | — | ||
| Transfer Agent Integration | — | — | — | |
| Dedicated Infrastructure | — | — | — | |
| SLA | — | — | Standard | Custom |
| Support | Email + Chat | Priority + CSM | 24/7 Dedicated |
Frequently Asked Questions
What is an entity?
An entity is a single company or legal body whose stock ledger you manage. Starter and Professional plans include 1 entity. Corporate supports unlimited entities with separate ledgers, registries, and permissions.
Can I upgrade later?
Yes, you can upgrade your plan at any time. Changes take effect immediately, and we'll prorate your billing accordingly.
How is this different from a cap table tool?
Aegis Ledger is a compliance-grade stock ledger with legal certificate management — not just a spreadsheet. Every certificate is a legal instrument with audit trails, holding period tracking, and proper cancellation/reissuance workflows.
What does certificate lifecycle management include?
Full lifecycle coverage: issuance, numbering, transfers with cancellation/reissuance, lost certificate replacement, affidavit generation, and complete audit history for every certificate ever issued.
Do you offer annual billing?
Yes! Annual billing saves you 20%. Toggle the pricing switch above to see annual rates.
Is there a free trial?
Yes! All plans come with a 14-day free trial. No credit card required to start.