GROWTH NO MATTER YOUR SIZE
UP TO 20 INVESTORS | BEYOND START-UP
Early-stage growth can be complex, especially when it comes to investor relations. FCX simplifies this, with smart, digital solutions that not only simplify cap table management but also optimise the overall investment process, fostering growth and stability for your business from day one.
Ditch the spreadsheets for our dynamic, user-friendly digital dashboards. Manage your funding and equity effortlessly in one trusted, immutable system. All your investor information, accessible in real-time, in one secure database.
Unlock growth by effortlessly bringing on more investors. Our intuitive platform turns capital raises into a smooth experience, providing immediate fund access and full visibility of your offers. Look professional and stay organised, from initial pitch, all the way through to issuing share certificates.
Build strong investor relationships from the outset, with our platform ensuring transparency and security. Our system simplifies the investment process using e-signatures, secure document storage, and accessible tax-ready reports.
Empower your team by sharing your vision and incentivise them with straightforward, manageable equity options, giving them a tangible piece of the company’s potential. With FCX, giving equity is as seamless as it is impactful.
Grow within the FCX community, a network of seasoned advisors, trusted partners and fellow entrepreneurs. Together, we navigate the challenges of startup growth, ensuring you have the support you need at every turn.
WHO IT'S WORKED FOR
HAPPLY CHOOSES FCX TO MANAGE THEIR CAP TABLE AND CAPITAL RAISE
Happly takes the pain and stress out of moving home by providing an integrated technology platform that allows users to access a full suite of services for every step of the moving journey, from reliable removalists and efficient cleaners, to hassle-free utilities connections. It even takes care of often-forgotten tasks such as updating addresses on driver’s license, electoral roll, and banks.
For a tech company that has successfully automated one of the most analogue processes of the modern age, Happly’s founders were confident there was a tech solution to address the many challenges of a traditional private company capital raising. Lacking the time to run a thorough capital raising and access to a wide network of investors, Happly’s Founders went in search of a partner with the tech smarts, credibility, expertise and experience to successfully automate and simplify the next strategically essential task for the business.
In FCX they found an experienced capital markets team with the insights and tech platform to effectively automate everything from managing their cap table, to then running a capital raising process quickly and easily without the distraction to running the business.
INSIGHTS
PRICING
$0
PER MONTH (EXC GST)
0-6 INVESTORS
GET STARTTED WITH THE PLATFORM
$49
PER MONTH (EXC GST)
FOR 6-20 INVESTORS
20-50 INVESTORS | STARTING TO SCALE
Rapid growth means exponential increases in employee shares, investor requests, and complexity of raises. Set your company up to build value without restrictions by switching to smarter infrastructure for ESOP, cap tables, and IR today.
Streamline your expanding employee share pool without the administrative burden, with a system that automates and simplifies your ESOP program, featuring a digital dashboard for managing all holdings, documents, and updates.
Support your early investors with secondary liquidity events, allowing them to access their investments with multiple buyer and seller events. Maintain oversight of transactions within set timeframes for optimal transparency and control.
Larger cap raises and transactions to more investors, across multiple security classes, requires total visibility and control. Get real-time views over your deal room, offers, and funds received. Keep a secure, updated record of all securities accurately and compliantly, ready for your next round.
Leverage bare (aka simple) trust structures to streamline your expanding shareholder base, as a private limited company with 50 shareholder limits.
Eliminate errors with smarter tech. Provide accurate reporting to shareholders and meet auditor requirements for ESOP all at the touch of a button.
WHO IT'S WORKED FOR
FCX HELPS GIVVABLE STRUCTURE THEIR CAPITAL RAISINGS
givvable helps companies manage complex supplier sustainability data using powerful AI & data models that drive supplier action and improve performance.
With a business model combining sustainability, AI and data modelling being at the epicentre of demand from responsible businesses, givvable needed capital to expand quickly. Having opted for a series of smaller capital raisings so as to better manage risk, givvable’s Founders recognised the need to structure later capital raisings in a way that would protect the holdings of early stage investors and not dilute their holdings.
The sophistication on the FCX technology allowed givvable’s Founders to quickly and easily implement a pre-emptive rights issue, thereby protecting the interests of existing shareholders by giving them the option to maintain their proportionate ownership in the company as new shares were being issued.
INSIGHTS
PRICING
$49
PER MONTH (EXC GST)
6-20 INVESTORS
$149
PER MONTH (EXC GST)
FOR 21-50 INVESTORS
50+ investors | unlisted public company
Your securities solutions need to fit you, not the other way around. FCX is fully flexible, our team provides hands-on support for your most complex challenges and strong industry relationships to fuel your growth.
Staying private is a powerful choice for many businesses. Set yourself up for a lifetime of growth with our sophisticated, highly automated shareholder and transaction management suite. Use our platform to manage future raises, secondary offerings, large employee equity programmes, and more.
If you are preparing to list, get your house in order with FCX. We cleanse your data, reconcile any errors, and make sure all records are accurate. Our full suite of automated capital raising tools facilitate any capital markets activity ahead of listing (pre-IPO rounds). Export necessary data from our platform to prep for listing and escrow analysis.
With FCX membership comes access to our team’s extensive global capital markets experience and understanding of the listing process and exchange eco-system. We introduce you to trusted partners, interested investors, and market peers in a connected eco-system of successful Australian private businesses and their supporters.
Regular, formal reporting is instant and simple with exportable data from FCX. Shareholder and ESOP data is held in a secure, immutable form giving reassurance to shareholders and taking the burden out of compliance.
Enhance your governance framework with better security, processes, and discipline. Our team will help you understand and navigate everything from complicated corporate actions to IPOs, while helping you build solid foundations for sustainable success.
WHO IT'S WORKED FOR
FCX MAKES COMPLEX TRANSACTIONS SEAMLESS FOR FUTURE GROUP
The client
Future Group is a collective of super funds and financial services businesses dedicated to a single cause: to lead the movement to use the power of money to invest, advocate and campaign for a future worth retiring into. People use Future Group’s products and services to use the power of capital to build the future they want to see. The Group has over $13.4 billion in funds under management and advice, supporting over 383,000 members, a team of 172 people and more than 200 investors.
The brief
Future Group is one of Australia’s fastest-growing super funds, with an evolving shareholder base. The superannuation platform business, best known for its retail super offering Future Super, required a sophisticated, secure approach to maintaining shareholder records, managing investor relations, and settling increasingly complex corporate transactions.
With transparency and accessibility central to its mission, Future Group also needed a solution to provide shareholders and employees with direct access to view and maintain their investment-related information.
Need for automation
“We knew that with a large shareholder register, we couldn’t complete another capital raise and other mission-critical transactions the manual way. It would just be too complex and expensive,” said Future Group Founder and Chief Executive Simon Sheikh.
Future Group’s brief was clear: it was looking for a platform to improve the process for its team and its shareholders. After reviewing FCX’s platform, Future Group appointed FCX as its partner to manage its company capital, records and transactions.
Working closely with Future Group’s legal and investor relations team, FCX was able to quickly migrate its 100+ shareholders onto the FCX platform.
FCX also supported Future Group with the rollout of its new Employee Shareholder Programme, awarding a further 85 employees with equity.
Major savings, long-term setup
FCX supported Future Group through its Series C capital raise, allowing the team to focus on critical items and spend less time on administration.
All Future Group shareholders and employee equity holders have direct access to view and manage their holdings and associated documentation on the FCX platform, cutting down requests and requirements for Future Group to liaise with shareholders on an individual basis. Future Group can also send necessary communications and documentation to shareholders directly on the platform.
Dean Jagger, General Manager for FCX said, “We pride ourselves in the agility of our processes and platform, and creating a tailored solution for Future Group was no different. We were able to keep pace comfortably and support this fast-moving company with its transaction while developing bespoke features to suit their business needs.”
Future Group’s Simon Sheikh continues, “Adopting FCX as a platform allows us space and time to continue to scale with much lower administrative and compliance costs. We now have a sophisticated tool to help us manage our registry and shareholder communications end-to-end. Ultimately, this will support the company to stay private for longer should that be the pathway we choose.”
INSIGHTS
PRICING
$299
PER MONTH (EXC GST)
50+ INVESTORS