Private Companies – Legacy Stock Transfer

The “Messy” Solution

Your Cap Table is Not a DIY Project

Cheap software is expensive when it’s wrong. While automated platforms offer low-cost data entry, they leave
the regulatory risk entirely on your shoulders

Legacy Stock Transfer provides the institutional oversight required to fix
“messy” cap tables and ensure your company is permanently audit-ready for a raise, an acquisition, or an IPO.

Zero Setup Fees.

Professional Oversight.

IPO Readiness Guaranteed.

The Reality Check

The Hidden Cost of $24/Month Software

Many founders choose “self-input” AI or software tools to save money, only to pay 10x more later in “Clean-Up Fees” from lawyers and auditors.

The DIY Software Risk

You are responsible for the data. One fat-finger error or misunderstood Rule 144 restriction can derail a funding round.

The Legacy Standard

For $150/month, you aren’t just buying a login; you are hiring a veteran team to act as your registry’s gatekeeper. We catch the errors before they become permanent records.

Registry Rescue: Cleaning Up the Mess

We Fix the Mistakes Automated Tools Miss

If your current cap table is a fragmented mix of spreadsheets and automated software, you are sitting on a
liability. Our “Registry Rescue” service reconciles your entire history, identifies compliance gaps, and migrates you to a
clean, SEC-registered environment.

The goal

Turn your cap table into a “Due Diligence” asset that impresses investors rather than worrying them.

The Bridge to Public (NASDAQ & OTC Readiness)

Professionalizing Today for the Markets of Tomorrow

You don’t want to be “learning the rules” the week you decide to go public. We provide private companies with
the same rigor we apply to our NASDAQ and OTC issuers.

Restricted Stock & Rule 144 Compliance

We manage legend removal, track holding periods, and ensure every restricted share transfer meets SEC requirements.

Board & Investor Communication Support

We maintain clean, audit-ready records that give your board and private shareholders the transparency they need.

Investor Portal Access

Give your private investors the professional 24/7 transparency they expect from a high-growth firm.

Why Legacy for Private Issuers?

Outsourced Expertise for $5 a Day

For less than the cost of a daily coffee, you get direct access to Denise, Jason, and Steven.

No “Input Errors”

We handle the entries; you handle the growth.

Audit-Proof Records

When a VC or auditor asks for your records, you don’t give them a spreadsheet—you give
them a certified report from an SEC-registered agent.

Zero Friction

No setup fees and no long-term contracts. We earn our $150 every month by keeping your cap table clean and your legacy secure.No setup fees and no long-term contracts. We earn our $150 every month by keeping your cap table clean and your legacy secure.