Enterprise-Grade Security

Compliance-Grade Stock Ledger Control
for Private Companies

AegisIQ helps law firms, funds, and private companies manage issuances, transfers, certificates, and shareholder records with entity-scoped access and approval-first governance.

Governance-Locked Stock Classes · Verified Transfers · Certificate Lifecycle · Lost Certificate Recovery · Entity-Scoped Access · Approval-First AI
Approval-firstno silent ledger changes
Doc-backedissuance evidence attached
Entity-scopedmulti-company permissions
Cap Table Overview
Live
NexVault Corporation
Shareholder
Stock Class Shares Ownership
Alicia Thornton (Founder A)
Common A 1,500,000 23.4%
David Park (Founder B)
Common A 1,200,000 18.7%
Meridian Ventures LP
Preferred A 840,000 13.1%
Solstice Capital Fund II
Preferred A 420,000 6.5%
Employee Option Pool
Options 1,155,000 18.0%
Total
6,420,000 100%
AegisIQ compliance control room dashboard illustration

See how AegisIQ tracks every issuance, transfer, and certificate with a timestamped, auditable record

Security posture for launch review

Built for regulated ownership records from day one.

Give legal, finance, and fund administration teams a clear answer to the first diligence question: how is the ledger protected, governed, and recoverable?

SOC 2 statusSOC 2 audit readiness / audit-in-progress messaging for enterprise diligence.
EncryptionAES-256 at rest, TLS 1.3 in transit, and hardened credential handling.
Audit loggingTimestamped, user-attributed events across issuances, transfers, certificates, and approvals.
Role-based permissionsEntity-scoped access across companies, funds, counsel, admins, and stakeholders.
Backup & retentionRecoverable ledger records with policy-driven retention and operational continuity controls.
01 Not just a spreadsheet skin

Purpose-built ledger workflows for issuances, transfers, cancellations, certificates, and approval evidence.

02 Investor-ready presentation

Premium navy-and-gold visual system with institutional dashboard graphics and polished trust cues.

03 Governance-first experience

Every action is framed around permissions, attestation, auditability, and document-backed evidence.

Everything You Need to Manage Equity

A comprehensive platform designed for the complexities of private markets, built with compliance, transparency, and scalability at its core.

Multi-Entity Support

Manage cap tables across multiple entities, funds, and subsidiaries from a single unified platform.

Series-Level Tracking

Track Common, Preferred, Warrants, and Options with detailed series and class-level granularity.

Enterprise Security

AES-256 encryption at rest, TLS 1.3 in transit, and role-based access control with entity-level isolation protect your sensitive data.

Transaction Management

Handle issuances, transfers, conversions, and cancellations with complete transaction histories.

Full Audit Trail

Every action is logged with timestamps, user attribution, and immutable records for compliance.

Role-Based Access

Granular permissions ensure stakeholders see only what they need—from founders to investors.

Automated Reports

Generate ownership reports, transaction histories, capital stock summaries, and shareholder statements. Cap table data export for 409A valuation providers.

Real-Time Sync

Every cap table view shows an as-of timestamp and last attestation date so stakeholders always know the currency of the data they are reviewing.

Compliance Ready

Built-in compliance checks ensure your cap table meets regulatory requirements.

Purpose-built for private-market operators

One ledger experience, tailored to each stakeholder group.

AegisIQ should speak directly to the teams that influence adoption: counsel, issuers, funds, and administrators.

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For Law Firms

Maintain defensible stock records, approval evidence, transfer history, and certificate status across client entities.

  • Board and consent evidence by transaction
  • Entity-scoped access for client matters
  • Audit-ready history for diligence and disputes
A

For Private Companies

Move beyond fragile spreadsheets with controlled issuances, option pools, stakeholder records, and investor-ready reports.

  • Live cap table and fully diluted ownership views
  • Certificate lifecycle and lost certificate workflows
  • Clean exports for boards, investors, and 409A providers

For Funds & Administrators

Coordinate portfolio-company records, permissions, documents, reports, and approvals without losing governance context.

  • Multi-entity oversight across portfolio holdings
  • Administrator controls with separation of duties
  • Document-backed transactions for data rooms
Launch-Ready Workflow

Turn equity administration into a controlled operating system

Replace static cap table files with a visual governance flow: issue, approve, lock, and audit every corporate action from one command-center interface.

  • Board approval packet before share creation
  • Transfer review with shareholder and entity context
  • Certificate lifecycle controls for active, voided, reissued, and lost certificates
AegisIQ stock ledger workflow illustration
About AegisIQ

Built for Modern Private Markets

AegisIQ Stock Ledger is designed for the complexities of modern private markets. Built with compliance, transparency, and scalability in mind, it enables companies and administrators to manage equity with confidence.

Whether you're a startup managing your first cap table or an enterprise fund with hundreds of portfolio companies, AegisIQ scales with your needs while maintaining the security and auditability required in today's regulatory environment.

SOC 2 Audit In Progress
GDPR-Ready Architecture
Bank-Level Encryption

Multi-Entity

Entities Managed

Audit-Logged

Assets Tracked

Doc-Backed

Stakeholders

Delaware-Ready

Uptime SLA

Verified stock certificate lifecycle illustration Security mesh illustration for permissions encryption and audit logs
Professional Launch Layer

Graphics, motion, and trust architecture that match the product’s seriousness

The refreshed homepage adds institutional visual depth without weakening the compliance tone: certificate imagery, security mesh graphics, animated cards, and command-center surfaces.

Certificate controlactive, voided, reissued, and lost states
Audit confidencetimestamped actions and responsible users
Data room feelpremium visuals for law firms and funds
Conversion focusclear demo and app entry points

See AegisIQ in Action

Watch James walk you through compliance-grade stock ledger control — cap table, corporate actions, and audit log live.