The Solutions

Platform

Our solutions can be branded and customized to you your clients

By re-selling our platform features you can differentiate from your competitors and create a recurring revenue model which keeps your clients close and increases stickiness to you other services.

Investor dashboard

Provide your clients with a branded investor portal for their investors or employees. Within this portal show cap tables and personal portfolio’s of stakeholders in the company.

  • Interface: Personalized and intuitive interface for investors and employees.
  • Central Hub: Central hub for monitoring investments and equity holdings.
  • Engagement: Enhances engagement investors and employees

Initiate new investment rounds

If you want to issue new shares or initiate a new investment round to your investors, employees or other stakeholders, you can use our solutions to easily do that.

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New investment round

Initiate a series A, Series B or other investment round directly from the platform

Investors
Let current investors and new investors participate in this round
Branded
Initiate the investment round from your own platform with your own branding

Centralised communication

A centralised communication hub that streamlines all investor interactions in one secure place.

Share updates, documents, and announcements effortlessly – ensuring transparency, consistency, and easy access for all stakeholders.

Updates

Share updates and progress on company milestones and targets which are reached.

Engagement

Keep investors and employees informed and engaged by using the investor portal as a central hub for company updates.

Centralised dataroom

A centralised data room that securely stores and organizes all essential investor documents. Easily manage access, track engagement, and ensure stakeholders always have the latest information at their fingertips.

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Access Control

Grant and manage document permissions for individual investors or groups

Organized & Secure
Keep all files in one secure, structured location with version control

Captable overview

A clear, real-time overview of your company’s capitalization structure. Easily track ownership, share classes, and dilution over time – all in one intuitive dashboard.

  • Ownership Transparency: Visualize shareholders, their stakes, and equity distribution at a glance
  • Real-Time Updates: Reflect new issuances, transfers, and conversions instantly
  • Scenario Modelling : Simulate dilution or funding rounds to plan for future changes

Let us show you how it works!

Success stories

Innovation for Corporate Finance

info@ocapi.io