Tech enabled services for your clients
Driving innovation in corporate finance
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Ocapi provides a suite of software solutions to you, tailored for your clients.
With functionalities like cap table management, investor portals and vesting schedules, you can easily add scalable software to your offering and services without building it yourself.
Want to learn more about our solution for corporate finance?
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
Branded
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
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
Emiel Putman
CEO of Oak Tree Hill Capital
"At Oak Tree Hill, we use the investment portal for all shareholders across our platform companies, including employee investors. Every shareholder has access to their own personalized environment, allowing them to easily track their investment and stay properly informed. The portal ensures a secure, organized, and professional experience for all stakeholders."
Taiman Boumans
Iunxi CEO
"The platform has significantly enhanced how we manage our investment structure. The platform’s intuitive interface makes it very easy to navigate, even for those new to investing. From a security perspective, it gives both us and our stakeholders complete peace of mind. Most importantly, it has been instrumental in rolling out our employee participation programme, making it seamless to engage and reward our team with real ownership in the business."
Camilla Agard
CEO of Siloy Group B.V.
"At Siloy, all shareholders access their holdings through the platform. Each individual is provided with a tailored dashboard, making it simple to follow their investment and remain updated with relevant information. The portal offers a streamlined, secure, and professional interface designed to keep all stakeholders engaged and informed."
