FASTransfer is a transfer agent technology that is developed by a serial entrepreneur Scott Purcell. With the advent of crowdfunding managing cap tables and shareholder records was getting critical.

Many investment funds, however, employ a third-party transfer agent even if it is not required. Having a third-party ‘transfer agent of record’ satisfies the due diligence requirements of sophisticated and institutional investors.

Phoenix American systems and transfer agent services are designed to meet your fund’s regulatory requirements, whatever its size, structure or stage in its life cycle.