You sold the company. You didn’t sign up for a second job answering shareholder questions.
After a private equity or strategic acquisition, managing rollover shareholders can become an unexpected administrative burden.
Farsight DS helps you research questions, prepare responses, organize shareholder records and communicate with confidence — without spending hours digging through documents, financial reports and old emails.
Less research. Faster responses. More time to run the business.
- Relevant records identified5 sources
- Authorized information assembledWithin §4.2 rights
- Response preparedAwaiting your review
- Communication history preservedSaved to shareholder record
The deal closed. The shareholder questions didn’t stop.
Selling a company changes ownership. It doesn’t necessarily eliminate the responsibilities of the people who built it. When founders, executives or other shareholders retain rollover equity, someone still has to manage the flow of information — and often that responsibility falls to someone whose primary job is running the business.
Every question becomes a research project
A shareholder asks about financial performance, ownership, distributions or a potential exit. Answering means locating documents, reconciling information and confirming what can be shared.
The same questions keep coming back
Without a centralized history, representatives repeatedly reconstruct answers to questions that have already been addressed.
Delays create frustration
Shareholders expect timely, consistent communications. Slow or incomplete responses can erode confidence and lead to unnecessary disputes.
Information rights aren’t the same for everyone
Different shareholders may have different contractual entitlements. Sharing too much information can be as problematic as sharing too little.
Your job is to manage the business — not become a full-time shareholder information desk.
What used to take hours of research becomes a managed workflow.
Step through a shareholder inquiry from the email that arrives to the response you approve. A demonstration with fictional data — not a live account.
A shareholder asks a question.
The inquiry arrives by email. Farsight DS identifies the shareholder, their holding and the information rights that apply, and files the request against their record.
- From
- Rachel Whitcombe
- Holding
- Class B rollover units
- Subject
- Q3 numbers + what this means for my units?
“Can you explain how the business performed last quarter and what that means for my rollover investment?”
Farsight DS researches the answer.
It reviews the records you have uploaded, connected or authorized — financial statements, ownership records, the rollover and shareholder agreements, previous communications and company information — and keeps a reference to each source it uses.
- 1FinancialsQ3 management accountsUploaded Oct 9
- 2OwnershipRegister — Class B rollover unitsCurrent
- 3AgreementRollover agreement §4.2, information rightsGoverns this reply
- 4CorrespondenceReply to R. Whitcombe, Jul 14Prior answer
- 5CompanyBoard update, Oct 2Approved for shareholders
Only sources that have been uploaded, connected or authorized are searched.
Farsight DS prepares a response.
A draft explanation with the supporting figures, the relevant ownership context and a reference to every source — checked against the shareholder’s information rights, with anything that needs your confirmation flagged.
Hi Rachel — thanks for asking. In Q3 the business recorded revenue of $18.4M, 6% above the same quarter last year, with adjusted EBITDA of $3.1M1.
Your Class B rollover units are unchanged this quarter at 4.2% of the class2. Q3 performance does not change your holding; its value is realised under the terms of the rollover agreement3, as we discussed in July4.
Illustrative example — fictional shareholder and figures.
You review, approve and send.
Edit the draft, approve it and send it. The response, its sources and the delivery history stay with the shareholder’s record, so the next question starts from what has already been said.
- 9:16 AMDraft prepared with 5 sources
- 9:31 AMEdited by you — EBITDA confirmed
- 9:33 AMApproved and sent by you
- 9:33 AMSaved to Rachel Whitcombe’s record, with sources
Nothing is sent without human approval.
See it with your own shareholder questions.
A 30-minute walkthrough of the inquiry workflow, information rights and approvals.
Stop rebuilding the same answers.
The real cost of shareholder communications isn’t sending an email. It’s everything required before you can send it: locating the right agreement, finding the latest financials, verifying ownership, checking information rights and assembling a reliable explanation. Farsight DS brings that work into one controlled process.
| Without Farsight DS | With Farsight DS |
|---|---|
| Search multiple folders | Find relevant source records |
| Reconstruct ownership history | Access connected ownership records |
| Review prior email threads | Retrieve communication history |
| Draft responses from scratch | Review prepared responses |
| Manually track follow-ups | Maintain a communication record |
| Remember who can see what | Check configured information rights |
A different kind of shareholder management.
After a private equity or strategic acquisition, the ownership structure may change dramatically. The former owners may now hold minority positions. Some may remain involved in management; others may have no operating role but still expect information about the company and their investment. Farsight DS helps the person responsible for those relationships manage the continuing flow of questions, documents and reporting.
Private equity acquisition
A founder sells a controlling interest, retains rollover equity, and becomes the primary contact for other former shareholders.
Strategic acquisition
A business is acquired by a larger company, but former owners retain an economic interest and require periodic information.
Multiple rollover shareholders
A group of former owners has varying interests, questions and contractual information rights. One representative coordinates communications.
Every rollover is different. What each shareholder is entitled to receive is set by the actual agreements and applicable law; Farsight DS applies the rights you configure.
Everything you need to keep shareholders informed.
AI-assisted inquiry research
Research shareholder questions against connected company records and documents.
Drafted responses
Prepare source-supported replies for human review.
Entitlement-based communications
Use configured shareholder rights to control what information is included.
Communication history
Preserve correspondence and prior responses in context.
Shareholder records
Maintain ownership information, instruments and relevant agreements.
Financial and ownership reporting
Prepare information relevant to shareholder reporting obligations.
Scenario and waterfall modeling
Evaluate potential outcomes under applicable ownership and transaction terms.
Document management
Keep agreements, amendments and relevant shareholder documents organized.
AI does the research. You remain accountable for the response.
Shareholders receive information according to configured contractual entitlements and authorized access.
Relevant sources and assumptions are available for verification.
Farsight DS prepares responses; authorized representatives decide what is sent.
Start with the records you already have.
1 · Upload or connect
Upload or connect your shareholder records and agreements.
2 · Organize
Organize shareholders and configure information rights.
3 · Add context
Add relevant financial information, documents and correspondence.
4 · Validate and begin
Validate the setup and begin managing inquiries.
No need to replace your accounting systems or existing document repositories.
Frequently asked questions.
Is this designed for companies acquired by private equity?
Yes. It is particularly relevant when former owners retain rollover equity and someone is responsible for ongoing shareholder communications.
Does Farsight DS replace our cap table software?
Farsight DS includes ownership records and related analysis, but its primary value here is connecting ownership information, documents and communications so representatives can respond efficiently.
Can Farsight DS answer shareholder emails automatically?
Farsight DS can research inquiries and prepare draft responses. A person reviews and approves communications before they are sent.
Can different shareholders receive different information?
Yes. Farsight DS supports shareholder-specific information rights and controlled access, subject to correct configuration and validation.
Do we need to connect our accounting system?
Not necessarily. Companies can begin with available records and documents, then connect additional systems where useful.
Can we use Shareholder Management without the other Farsight DS products?
Yes. Shareholder Management is available as a standalone product.
You have a business to run. Let Farsight DS handle the research.
See how Farsight DS can reduce the time spent answering shareholder questions while helping you maintain accurate, controlled communications.