Shareholder Management Software

    Entity management for cap tables

    Shareholder Management Software for Entity Groups

    Share issues, transfers, options and valuations run through one workflow: certificates, member registers and Form 484 lodgement generated together.

    Your first entity is free. No credit card required.

    Vintage share certificate, brass seal stamp and equity ledgers on dark walnut under warm light.
    Live cap table per entity
    Transfers in one flow
    Options and vesting
    ASIC lodgement built in
    Direct answer

    Shareholder management software maintains the cap table: who owns what, on what terms, and how it has changed. EntityFlo treats every share movement as one workflow that produces the resolution, register update, certificate and Form 484 together. The cap table is live, the audit trail is complete, the disclosures are ready.

    The problem

    What breaks once you pass five entities.

    01

    Cap tables drift from the register

    The spreadsheet and the statutory members register disagree, and both are cited.

    02

    Transfers are paperwork-heavy

    Share movements need transfer forms, certificates, resolutions and register updates.

    03

    Ownership across entities is invisible

    The same shareholder holds in six entities and no view shows the total.

    What you get

    Why the cap table is the thing that should never be wrong.

    Every other corporate decision references it. EntityFlo treats the cap table as live data, not a quarterly export.

    Live, structured cap table

    Every share is a row in a database. Issues, transfers and cancellations are events that update it.

    End-to-end transactions

    One workflow produces the resolution, certificate, register update and 484 simultaneously.

    Continuous reconciliation

    Ownership percentages reconcile to 100% automatically. Broken cap tables are flagged.

    Audit-trailed

    Every change records who initiated, who approved, what was issued and when it was lodged.

    How it works

    The EntityFlo operating model.

    1

    Model the legal record first: entities, officers, members, dates.

    2

    Turn every task into one workflow with documents and signatures attached.

    3

    Let FloSec AI draft from the live record, never from a blank page.

    4

    Lodge with the regulator from inside the action, not a separate portal.

    5

    Continuously scan for stale records, missing items and overdue obligations.

    The split

    Every cap-table event, handled.

    A share issue is not a spreadsheet update. It is a sequence of artefacts that have to agree with each other. EntityFlo produces them together.

    Task
    EntityFlo handles
    You handle
    Share issues
    Resolution + register update + certificate + 484
    Authorise the issue
    Share transfers
    Stock transfer form + register update + 484
    Confirm transferor and transferee
    Cancellations
    Resolution + register update + 484
    Authorise cancellation
    Options grants
    Grant agreement + register update
    Approve grant terms
    Vesting tracking
    Schedule monitored automatically
    Trigger acceleration if applicable
    Valuations
    Live cap table at most recent price
    Update on funding round
    Share classes
    Multiple classes with rights modelled
    Approve constitutional changes
    Shareholder communications
    Templated, audit-trailed
    Approve content

    Swipe the table to see more

    Versus

    EntityFlo vs Carta vs spreadsheets.

    Carta is built for US C-corps with frequent funding rounds. EntityFlo is built for AU groups with mixed entity types and ASIC lodgement.

    Capability
    EntityFlo
    Spreadsheets
    Carta
    ASIC Digital Service Provider lodgement
    Trust and partnership support
    Manual
    AI-drafted resolutions
    Live cap table
    Options + vesting
    Manual
    AU-focused pricing
    USD

    Swipe the table to see more

    Why Us

    Because We’ve Done the Work Ourselves.

    EntityFlo was built by people who understand the complexity, risk and manual work behind managing corporate groups.

    "
    M
    Murphy's Consulting
    Corporate Group · 11 Entities

    "We went from spreadsheets and email chains to having every entity, every officer, and every deadline in one place. The compliance AI alone has saved us from three potential ASIC penalties."

    Chris Murphy
    Chris Murphy
    Director · Murphy's Consulting
    Horizon Group

    "EntityFlo's structure charts finally gave our board the visibility they needed. Every ownership chain mapped, every UBO calculated. The lenders were impressed."

    Michael Kavanagh
    Michael Kavanagh
    CFO · Horizon Group
    Kestrel Family Office

    "Managing 40+ trusts and companies across three generations was chaos. EntityFlo made it simple. The compliance alerts alone are worth the price."

    Jane Whitmore
    Jane Whitmore
    Family Office Principal
    80%
    Less governance admin
    99.9%
    Filing accuracy
    100%
    Ownership visibility
    <5 min
    Build your entire group structure
    Pricing

    One flat monthly rate. Scales with your group.

    Entities
    Price
    Up to 25
    $199 AUD/mo
    Growing groups
    Scales with entity count, up to $1,499 AUD/mo

    No per-document fees. No per-filing fees. No paywalled AI tier.

    FAQ

    The questions buyers actually ask.

    Does it handle multiple share classes?

    Yes. Ordinary, preference and bespoke classes with distinct rights.

    Can I model an options pool?

    Yes. Grants, vesting schedules, acceleration and exercise are all supported.

    Does it integrate with the corporate register?

    Yes. The cap table and member register are the same thing.

    Can shareholders see their own holdings?

    Yes. Invite-only shareholder portal for personal holdings.

    Are valuations tracked?

    Yes. The cap table values to the most recent share price.

    What about SAFEs and convertibles?

    Modelled as a separate instrument class with conversion logic at the funding round.

    A cap table that ties to every other corporate record.

    Free for one entity. Issue your first round in fifteen minutes.

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