Services
Everything you need to manage, protect, and grow your equity — in one place.
Clarity, Control, and Confidence
At Newzone Equity Solutions, we offer a complete range of equity administration and capital raise solutions designed specifically for modern enterprises. Our services are designed not only for startups exploring their options but also for established businesses that are planning their next big step, to provide you with clarity, expertise, and confidence at every stage of your journey.
Ownership & Capital Management
Always Know Who Owns What
One of the most crucial things a business can be doing is keeping track of the title of ownership, as well as how much each person owns in your business. Of course, the bigger your company gets, the more investors you bring, the more you issue employee equity, the more this will complicate. Newzone is the most straightforward way to solve the problem.
We help you get and always have an accurate and updated ownership record of your company. Besides the issuance of shares, transfers, and shareholder records management, we also handle all the details so that you no longer need to worry about data mismatches or stale data.
The perks of the service include:
- The issuance of shares and their transfers
- Ownership updated in real-time records for all stakeholders
- Safe document storage and audit trails
- Support for shareholder communications
- The service is fully compliant with European regulatory standards
Business Valuations
Know What Your Company Is Worth — With Confidence
Whatever your reason may be for preparing a valuation, such as a funding round, audit, or acquisition, you cannot do without a precise and justifiable valuation. A number presented without backing will be weakened. On the other hand, a number obtained from a solid method will be a strength.
Newzone provides you with customized, cost-effective valuations that are mainly based on your business model, industry, and maturity level. Apart from being brief and tasteful, our valuation reports are made in such a way that they can be defended even under harsh scrutiny – hence, you can be sure that going to any boardroom or investor meeting shall not bother you.
What do you get:
- Different point valuation methods that can be used at different stages
- Valuation preparations that are audit-ready
- Support for capital fundraising, mergers and acquisitions, and regulatory requirements
- On-time delivery without compromising on credibility
- Final inspection by experts and approval
Convertible Instrument Management
Issue and Manage Convertible Financing Without the Headache
Convertible instruments like SAFEs and convertible notes continue to be one of the simplest and quickest methods for start-ups to raise funds. Nevertheless, handling different investors, different terms, and timelines can become a real headache very quickly.
At Newzone, we take away the complications from the situation. Handling the issuing of convertible instruments, signing, and money transmission can be done safely, and also you can keep everything so that your ownership records are perfectly matched, so that nothing is lost, which is what we really help you with.
We Have Great Experience Of:
- Digital issuance of convertible instruments
- Secure signature gathering and documentation
- Fund movement monitoring and reconciliation
- Matching your existing cap table
- Fully compliant with relevant financial regulations
Financial & Equity Reporting
Issue and Manage Convertible Financing Without the Headache
Our offerings include:
- Stock-based compensation (SBC) reporting
- Equity disclosure and summary reports
- Audit-support documentation
- Customizable reporting formats for different stakeholders
- Periodical updates planned with the company events rollout
Investors especially focus on the numbers. Auditors, on the other hand, are after the accuracy of the data. Regulators demand that the company comply with the regulations. In the meantime, your finance team wants a combination of all three elements – and that too, faster. Newzone’s financial and equity reporting solution delivers these to you.
We equip you with the tools to prepare stock-based compensation reports that always reflect the current situation, equity disclosures, and financial statements that are not only in line with the rules but are also so clear that you can share them instantly. No year-end panic, no last-minute corrections, just perfectly aligned and error-free reports whenever you require them.
Compensation Benchmarking
Pay Your People Right — and Prove It
Attracting and keeping the best talent in today’s market is mostly about offering compensation that is not only fair but also competitive and transparent. However, figuring out what “competitive” truly means — especially in different roles, seniority levels, and locations — can be quite complex.
Newzone has dependable salary and equity benchmarking data that are based on real market insights. So whether you are recruiting a senior developer in Amsterdam or a finance director in Warsaw, we equip you with the necessary information to confidently decide on the salary and benefits that are appropriate to both your capacity and your ambitions.
We are Experts of:
- Salary comparisons by job, level, and city
- Equity compensation benchmarking for companies at startup and scale-up stages
- Instruction on analysis of total compensation package
- Information on the main European and worldwide markets
- Regularly revised to accurately reflect market changes
Liquidity Planning & Secondary Transactions
Help Your Shareholders Access Value — Without Disrupting Your Business
Liquidity events are not limited only to IPO or acquisitions. Nowadays, many companies are offering their shareholders, founders, early employees, and investors the opportunity to extract value from their equity through secondary transactions, even before a major exit.
Newzone is a service that assists you in not only planning but also executing these secondary equity transactions in a hassle-free and compliant way. We oversee the entire process to make sure every secondary transaction is not only properly documented but also accurately shown on your cap table and in complete agreement with your shareholder agreements.
What We Offer?
- Secondary transaction planning and execution
- Buyer and seller coordination
- Cap table updates post-transaction
- Legal documentation support
- Ensuring compliance with the relevant securities regulations
Equity Compliance & Corporate Secretarial Services
Stay Compliant Without It Becoming a Full-Time Job
Equity compliance is the kind of thing that one can easily forget about – until it becomes a real issue. The list of filing deadlines, regulatory updates, shareholder notifications, board resolutions, and so on is getting longer and more complex as your company grows.
We at Newzone won’t let compliance be your headache. Our corporate secretary and equity compliance services aim to make sure that you are always in compliance with the laws without you having to learn all the rules and regulations.
What you get:
- Full corporate secretarial support from start to finish
- Management of regulatory filings and deadlines
- Preparation of shareholder meeting documentation and board resolutions
- Equity data handling compliant with GDPR
- Regular updates about changes in regulation that might affect your business
Investment Strategies
Grow Your Capital With a Strategy Built for You
We build our strategies around the principles of transparency, risk-awareness, and investability — without the use of unneeded technicalities or the fine print packed with jargon. Our investment options are straightforward and fair, and deliver professional support behind the scenes.
Investment strategies that we offer:
Fixed Income Strategy
Representing primarily high-yield bonds, this strategy is apt for investors who are looking for consistent earnings without compromising heavily on risk.
Income Plus Return Strategy
It is a hybrid fixed income and equity investment approach that aims at generating a steady income while also allowing for moderate growth.
Balanced Growth Strategy
This is a flexible combination of stocks and bonds designed for investors who look for the growth of their money without the major risk.
Dynamic Long-Term Growth Strategy
This is an investment portfolio for the investors who plan to keep their investments for a relatively long period of time. The portfolio is targeting potential high-growth stocks from different parts of the world markets. In addition, active portfolio management is used to respond to the changing market conditions.
Dynamic Long-Term Growth Strategy
This is an investment portfolio for the investors who plan to keep their investments for a relatively long period of time. The portfolio is targeting potential high-growth stocks from different parts of the world markets. In addition, active portfolio management is used to respond to the changing market conditions.
Not Sure Where to Start?
That’s totally okay – actually, the majority of clients that turned to us have initially asked this same question. Our team will not rush, but rather get to know your company, how your equity is currently allocated, and what you would like to achieve before offering the most suitable services combination to you.
No worries, no complex onboarding, and certainly no one-size-fits-all package. Only a simple talk about what you are looking for and how we might be of assistance.