Equity information arrives in incompatible formats
Every client maintains stakeholders, instruments and events with a different spreadsheet method.
Eqdeal solutions
Equity data operations for accounting portfolios
Organize and connect equity data across your client portfolio.
Give teams a consistent operational base for stakeholders, instruments, events and reporting across multiple companies.
Designed for
- Accounting firms with startup and invested-company portfolios
- Teams coordinating recurring corporate and investor information
- Multi-company operations that need consistent access governance
Core outcomeA multi-company operation with continuity and controlled access.
The operating challenge
Capital work breaks when context is fragmented.
Eqdeal creates continuity between the information you receive, the decisions you make and the records you need tomorrow.
Recurring reporting depends on manual collection
Accounting, corporate and investor workflows repeatedly request the same company facts.
Portfolio-scale onboarding lacks an operating method
Access, training, migration and review need to work across many isolated client environments.
Connected capabilities
One operational foundation, built around your responsibilities.
Use the platform directly or through an authorized agent without losing control of the underlying records.
Portfolio organization
Structure companies, stakeholders, instruments and recurring events.
Reporting continuity
Prepare consistent information for accounting, corporate and investor workflows.
Multi-company governance
Deploy access, training and operating methods across the client base.
Assisted implementation
Combine batch onboarding, migration and support under a defined scope.
Connected operating journey
Information enters once and becomes more useful over time.
The workflow can start with one representative project and expand without rebuilding the operating history.
- 01
Map the client portfolio
Define companies, operators, source conditions, access and recurring responsibilities.
- 02
Standardize the operating base
Organize stakeholders, instruments, events, documents and reporting structures.
- 03
Coordinate recurring information
Maintain continuity between company, accounting, corporate and investor workflows.
- 04
Expand with governance
Deploy repeatable onboarding, permissions, training and assisted operations by batch.
AI-first, permission-aware
Let authorized agents retrieve and organize equity facts across the portfolio without crossing client boundaries.
Connect an MCP-compatible agent with OAuth. It receives only the companies and capabilities available to the signed-in user, while Eqdeal remains the system of record.
Review MCP connection optionsAsk your agent
“List companies with instruments or stakeholder records updated this month.”
“Prepare the equity information package requested for this accounting close.”
“Identify missing documents and reporting data across the authorized portfolio.”Sensitive changes remain subject to Eqdeal permissions, validation and confirmation.
Delivery models
A clear operating model before the work begins.
Investment under consultation. The proposal reflects volume, modules, implementation, integrations, support and professional responsibilities.
- 01Platform operated by the accounting firm.
- 02Eqdeal-assisted operation with client and firm validation.
- 03Coordination with the client's authorized legal advisers when contracted.
Responsibility made explicit
Eqdeal does not perform accounting, auditing or legal validation. The responsible firm and advisers retain their professional duties.
Next step
Let's design the right Eqdeal operation for you.
Tell us what you manage today, where the data lives and which decisions need a better foundation.