Personal & Estates
Your asset book
Learn
Tools
Business
Company book & equity
Formation
Startups
Raise & grow
Intelligence for founders
Investors & Funds
Fund book
Collector overlays
Who it serves
Digital Assets & DAOs
Listed & tokens
Compliance
Counsel
For clients
For attorneys
Tools
Intelligence
Core
Explorers
Tools
Who it's for
Pricing
Choose your level

Holdings OS · jobs

Records, fund admin, and the live jobs

Ownership records and fund admin are scheduled jobs — not a broker-dealer, transfer-agent, or adviser license. Trade execution and lending need a licensed intermediary. The private-markets graph is roadmap. Hire is not required to ship the software. Cap table, formation, Fund EMS, Fund OMS, and payouts stay live. Enterprise VC still joins at $0. Marks are not NAV.

Records · not a license Fund admin · not an RIA Intermediary · partner BD Private graph · roadmap Hire not required · 2023–2027

Jobs · collection

Live jobs and the horizon

Cap table and formation cover the issuer path. Fund EMS, Fund OMS, and payouts cover the fund path. Records and fund admin are the 2023–2027 schedule. A licensed intermediary is a partner, not this mill.

Cap table · Formation · Fund EMS · Fund OMS · Payouts · Transfer agent · Fund admin · Licensed intermediary · Private markets.

Start free brief