Growing your alternative investment offerings can be challenging — there are risks everywhere. Managing complex stakeholder engagement, mitigating risk across board composition, corporate secretary responsibilities, tax and regulatory reporting, and corporate events can be complicated and time consuming.

What if you had one partner offering the full ecosystem of services you need today — and in the future — while managing daily tasks for you, to reduce risk and make growth easier?

From the initial investor subscription phase including escrow services to disbursement, share repurchase programs, proxy voting and solicitation as well as sales support for the selling brokers, we offer a total recordkeeping solution with technology that provides accurate, live data to take the risk out of decision making.

Find out more about how Computershare can position you for success.

Experience you can rely on

For more than 35 years, we have helped thousands of public and private companies through our expert people and technology. As your transfer agent, we can help with:

  • Capital raising

    Easier access to capital through non-traditional techniques, such as Continuous Preferred Stock and other strategies.

  • Stakeholder management

    Support for your day-to-day stakeholder servicing for sponsors, attorneys, DTC, custodians, broker-dealers, and registered investment agents (RIA).

  • A focus on investors

    We value investor satisfaction as a measure of your success. We deliver the clear and prompt support that your investors need. As your partner, we can help your company uphold ESG best practices.

  • Service beyond the registry

    When you work with Computershare, we will support your company as you evolve. We are ready to help with your corporate governance and transactional needs including listing events, M&A and corporate actions.

  • The tools you need

    Our proprietary recordkeeping system can manage records with any level of complexity. Our issuer and investor websites provide stakeholders with account access.

  • Security and technology

    We focus on data integrity, privacy and business continuity so you can be confident that your company and investor information is secure.

Computershare Alternative Investment Portal & Stakeholder Management

Our Alternative Investment Portal provides access to the information and insight you need most — whether you’re an advisor, broker, custodian or sponsor.

You will also have the support of specialized alternative investment teams, dedicated to engaging with your key stakeholders and addressing their transactional requests.

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FOR ADVISORS AND BROKERS

View and download:

  • Investor information
  • Shares
  • Price
  • Value
  • Account number
  • Balances by date
  • Transaction history
  • Statements
  • Tax documents

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FOR CUSTODIANS

View and download:

  • Investor position
  • Investor statements
  • Confirms
  • Tax forms
  • Ad-hoc reporting including cost basis and daily transaction activity reports

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DEDICATED CARE TEAM

Specialized alternative investment experts to engage with key stakeholders:

  • Broker-dealers
  • Custodians
  • Financial advisors
  • Investors

Capital raising techniques beyond the routine equity offering

Leaders of three unique companies offer real-world insights to business finance leaders who may be looking for new and creative channels for raising capital.

Download White Paper

"Very few companies have the commitment to focus their employees to help advisors and clients the way Computershare does. Their staff do their jobs well and accurately keeping privacy and precision first."

- Tim Scanlan, Partner-Financial Advisor, Forward Financial Group

​​​​Let's talk

​Contact us to schedule a demonstration of our advisor and custodian portals and to discuss how we can help you achieve your business goals.

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