Cap Table Management and Transfer Agent (TA) Services with Vertalo

WealthBlock has negotiated preferred pricing from SEC Registered Transfer Agent Vertalo to provide investor cap table services to WealthBlock clients.

The benefits to Issuers using a Transfer Agent (TA) are clear: Investor cap table sizes are growing beyond spreadsheets, especially as the Reg CF campaign limit increases to $5 million. A corrupted cap table spreadsheet creates unacceptable risks to an Issuer. Common examples include spreadsheets lacking automated audit trails, file corruption and fat-finger mistakes, and error corrections. All of these are time-consuming and embarrassing.

Vertalo’s Transfer Agent Services:

Vertalo, an SEC-registered Transfer Agent, solves spreadsheet-based cap table risks by providing a digital

investor record-keeping solution that:

• Eliminates paper certificates 
• Automates investor data flow from your WealthBlock raises into Vertalo 
• Supports equity (preferred and common stock), debt, real estate, SAFE and SAFTs, funds, options, warrants, incentives, security tokens, and other instruments
• Provides a web-based white label Investor Portal 
• Creates dividend payment files 
• Supports Reg CF, D, S, and A+ offerings 
• Eliminates SEC registration requirement for offerings over 2,000 investors 

If you are interested in learning about Vertalo’s TA services, please contact:

Allan Chiulli

Vertalo VP Growth

303-594-5753

allan.chiulli@vertalo.com