Respond to shareholder Section 1202 requests consistently.
The Company Portal gives your finance and legal team a reusable response library, a request intake queue, and a single dashboard for tracking shareholder evidence requests.
C-corp confirmation, gross-asset attestation, active-business memo, redemption history, cap-table extract — pre-templated for your counsel to review once and reuse.
Every shareholder request lands in one place with status, requested categories, and contact.
Generate a packet that can be reused across multiple shareholders requesting the same factual confirmations.
Invite finance, legal, and counsel. Track who responded, when, and to whom.
Open / answered / blocked / escalated. Audit trail per request.
When multiple shareholders request the same issuer, your team sees that aggregated demand and can publish one definitive response.
- · Not a tax-opinion service. The portal does not certify QSBS eligibility.
- · Not legal advice. Counsel review is still required for substantive responses.
- · Not a cap-table system. We organize the response, not the underlying records.