Aequitec is software from Aequitec AG in Zurich, Switzerland, for managing share registers and cap tables. Companies use it to keep shareholder records and a full history of share transactions, to run option plans (ESOP and PSOP) with a fully diluted cap table, to hold shareholder meetings, and to process dividends with ISO 20022 payments. AI features extract data from uploaded documents and answer questions about the cap table. The service is web-based with a mobile app.
Aequitec AG is headquartered in Switzerland, and its website names no foreign parent. Switzerland is not an EU member but an EFTA country, and the EU has recognised its data protection level through an adequacy decision. The vendor states that the service is fully hosted in Switzerland, that cap table data sits in a Swiss data centre whose provider has no access to it, and that it applies the Swiss data protection act and the GDPR. Check the processing agreement and whether the AI features rely on subprocessors.