Every shareholder answer, without the research project.
Answer each shareholder quickly, give them what they're entitled to, and keep a record of it, all from one connected register.
- Ownership
- Financials
- Documents
- Communications
- Right Information
- Faster Responses
- Complete Record
The cap table is a spreadsheet. The obligations around it aren’t written down anywhere.
Ownership lives in one file, governing agreements and information rights live somewhere else. Financial information comes from accounting. Previous answers are buried in email, and knowledge about what each shareholder should receive often lives with a lawyer, executive, or shareholder representative.
When a shareholder asks a question, the challenge isn't simply finding an answer. It's determining what they're entitled to receive, finding the right information, making sure the response is complete and accurate, getting it reviewed, and preserving a record of what was communicated.
Delays, incomplete answers and inconsistent communications create unnecessary friction with shareholders, and can turn routine information requests into disputes.
Spreadsheet, folder, inbox and memory.
What changes with Farsight DS.
Research the request against ownership, governing documents, financials and prior correspondence—without starting from scratch.
Give each shareholder the information appropriate to their rights, holdings and circumstances—not simply the same information to everyone.
Know what must be delivered, to whom, and when. Maintain evidence of delivery and follow-up.
Keep requests, research, approvals, responses and supporting information connected to the shareholder record.
Shareholder Management, in practice.
Respond to a shareholder inquiry
Farsight DS identifies the shareholder, their holdings and applicable information rights, researches the question against authorized company information, and prepares a sourced response for human review.
Know what each shareholder should receive
Associate information rights, reporting requirements, agreements and restrictions with the relevant shareholder or security so communications can reflect what that recipient is entitled to receive.
Prepare recurring shareholder communications
Draft shareholder letters, financial updates and responses using current company information and prior communications while maintaining a consistent record.
Track what was communicated
Preserve the request, supporting research, approved response, attachments and delivery history against the shareholder record.
Model a transaction before communicating it
Run dilution, capitalization and waterfall scenarios so proposed transactions can be understood before communicating their effects to shareholders.
Explain the history behind a holding
Link each grant, transfer, round and amendment to the agreement or document that created it, so a shareholder can be shown how their position came to be — with the source attached.
From a shareholder’s question to a complete record.
Every request follows the same lifecycle, and a person approves before anything is sent.
- 01RequestA shareholder asks a question
- 02EntitlementIdentify the shareholder, their holdings and the rights that apply
- 03ResearchResearch authorized sources
- 04DraftPrepare an answer with supporting evidence
- 05ReviewA person reviews, approves and sends the response
- 06RecordRetain the complete communication record
“Can you send me the latest financials and explain why my ownership percentage changed?”
- 01Inquiry receivedFarsight DS identifies the shareholder and files the request against their record.
- 02Rights determinedFarsight DS identifies applicable information rights and the information available for the response.
- 03Research completedCurrent financials, ownership history, transaction documents and prior correspondence are assembled.
- 04Response draftedFarsight DS explains the ownership change and prepares the appropriate financial information with sources attached.
- 05Human approvalThe shareholder representative reviews, edits and approves the response.
- 06Communication retainedThe response, supporting information and delivery history remain connected to the shareholder record.
From request to reviewed response without reconstructing the shareholder’s history every time.
Ready to get started?
Everything in Shareholder Management.
Shareholder Records
Communications & Information Rights
Analysis & Modeling
From your systems to a working solution.
Setup happens inside the product. Nothing you already run is replaced.
Connect
Upload the register and agreements, or connect the systems and inbox you already use.
Configure
Configure shareholder classifications, information rights, communication rules, approvals and the company information Farsight DS can use when researching requests.
Validate
Review the data, assumptions, models and outputs before anyone relies on them.
Launch
Put it into production.
Need help redesigning the process itself? Farsight DS services can take it from process design through implementation, training and adoption.
Implementation servicesMore control over every shareholder communication.
Each module adds control over what shareholders are told, when, and on what basis — none of them is a prerequisite.
Frequently asked questions.
How does Farsight DS determine what information a shareholder should receive?
Farsight DS connects the shareholder's ownership, instruments, governing documents, information rights and company-defined access rules. Those entitlements can then control what information is available when researching and preparing a response. Legal determinations remain with the company and its advisors.
Does Farsight DS automatically respond to shareholders?
No. Farsight DS can research a request and prepare a sourced response, but a person reviews and approves communications before they are sent.
Can different shareholders receive different information?
Yes. Farsight DS is designed around entitlement-based access rather than assuming every shareholder should see the same information.
Does Farsight DS keep a record of what shareholders have been told?
Yes. Requests, correspondence, supporting information and approved responses remain connected to the shareholder record.
Can Farsight DS help track recurring information and reporting obligations?
Yes. Information rights and reporting requirements can be associated with the appropriate holders and, when combined with workflow capabilities, tracked through preparation, approval and delivery.
Does Farsight DS determine our legal or fiduciary obligations?
No. Those obligations depend on applicable law, governing documents and the specific circumstances. Farsight DS helps your company and advisors capture those requirements, operationalize them, and maintain evidence of the resulting communications.
What does Shareholder Management keep track of?
Ownership, rights, documents and correspondence in one connected register — each change in ownership linked to the grant, transfer or round that caused it.
Can it tell a holder what they receive at a given exit value?
Yes. Waterfalls run against the instrument terms as written — preferences, participation and caps included.
Does Farsight DS replace our ERP, CRM or other systems?
No. Your ERP, CRM, HRIS, operational systems and document repositories stay where they are and remain where the work gets done. Farsight DS reads from them and connects the information across them.
Do we have to license the other products?
No. Every product is useful on its own, and none is a prerequisite for another. Each one you add gives the others more context, so start with the one you need and add more when they create value.
Ready to get started with Shareholder Management?
Create your Farsight DS workspace and start with the information you already have.