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What is a Transfer Agent?

When you sell shares to the general public, it is important to have a company that will keep track of who owns those shares. The Regulation Crowdfunding rule permits investors to sell their shares after one year from the time they purchased them (closing date). The transfer agent is the company that tracks who owns the shares and when an investor sells them, the transfer agent will record the new owner. 

StartEngine Secure is our transfer agent service that we provide to our issuers. With StartEngine Secure, we do the following:

  • Can accommodate companies raising money through Regulation A+, Regulation CF, and Regulation D financing 
  • Secure platform houses investor contact information 
    • Eliminate the middleman by having Secure directly engage with investors about all issuances 
  • Mass communicate with your crowdfunding investors after your campaign ends by posting campaign updates 
  • Convertible Security Management 
  • Assistance with annual Form C-AR filings 
  • Proxy voting 
  • Premium support 
  • Competitive Pricing Model
    • One-time fee model, no charges per issuance

Please review our terms and conditions here or email secure@startengine.com if you have any questions.