Meetings & Proxies

For those who manage the administration of private companies annual general meeting (AGM) proxy statements and voting, you know what a big job that is. You must keep a database of shareholders with up-to-date name and contact information, and then alert shareholders en masse of upcoming meetings.

You have to send shareholders proxy statements, while the decision-makers are forced to wait idle, hoping shareholders will vote their shares on time – and then working through the phone list to get out the vote when they inevitably don’t. 

Digital Forms and Signatures for Easier AGM Proxies and Voting

Equity 365 fully manages all these moving parts in one secure fashion, interfacing or connecting the database with all the needed documents electronically. Our software allows for electronic forms and signatures, which makes this whole process move more quickly, efficiently, and with fewer places where human error can creep in.

We can send whatever documents are needed to your list of shareholders. We always keep the shareholder list updated, and we are set up to enable the electronic completion of proxies for your shareholders, including daily reminders until they do. We then receive back the completed forms and compile a daily report, so you can do what you do best—conduct the business of your company.

Allow us to make the whole corporate administration of private companies much easier and faster, and free up your staff to work on other things. We liaise with lawyers, stockbrokers, and transfer agents to unburden you of a difficult job that is hard to do well manually.

Contact us today to find out how Equity 365 can help your private company to consolidate all these administrative tasks electronically.