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What is Vertalo?

The private asset market is currently hindered by poor user experiences and a lack of cohesion among different technological platforms. Vertalo addresses this issue by improving the security token ecosystem through the use of blockchain technology, which effectively updates capital tables and investor management systems. By taking advantage of Vertalo's platform, both startups and established businesses can refine their digital asset management strategies and improve their liquidity options. With blockchain-secured capital tables, Vertalo provides organizations and investors with enhanced control and flexibility in managing their assets. Users have the capability to create tokens for fractional ownership or to participate in trading on an exchange. The platform supports the tokenization of assets, allowing for swift distribution directly to investor wallets. In addition, Vertalo's SEC-registered transfer agent system safeguards the accuracy and security of cap table information through a sophisticated network of smart contracts that automatically update entries based on on-chain validations. The advent of blockchain technology not only transforms business methodologies but also strengthens cybersecurity protocols, paving the way for new opportunities for innovation and trust. As a result, companies can utilize these technological advancements to promote increased transparency and operational efficiency, ultimately leading to enhanced stakeholder confidence in their practices.

What is Formo?

Formo stands as a pioneering web3 product operating system that is fully integrated on the blockchain. By utilizing token-gated forms and advanced wallet intelligence, it effectively engages and retains customers within the web3 space. The comprehensive suite offered by Formo empowers you to analyze and leverage user data in the web3 environment, significantly enhancing your growth potential. Our vision is to create a robust growth infrastructure and analytics platform that caters specifically to the next wave of builders in the on-chain ecosystem. Formo embodies the tools and resources we wished we had access to when we first ventured into the world of web3. With the capability to navigate and consolidate the often-disparate data from both web2 and web3, Formo provides a cohesive overview of user activity and product vitality. This holistic view enables the development of highly desirable products that resonate with users. Additionally, Formo facilitates the monitoring and analysis of the entire user journey, spanning from initial engagement in off-chain environments to final conversions on-chain, all without the necessity for a dedicated internal data team skilled in SQL for dashboard creation, thereby freeing teams to channel their energy into innovation and product enhancement. In essence, Formo transforms the way web3 businesses operate, allowing them to thrive in a competitive landscape.

Media

Media

Integrations Supported

AirSwap
Airtable
Coinbase
Coinfirm
Google Sheets
Notion
Onfido
OpenSolution
Slack
Telegram
Trulioo
WealthBlock

Integrations Supported

AirSwap
Airtable
Coinbase
Coinfirm
Google Sheets
Notion
Onfido
OpenSolution
Slack
Telegram
Trulioo
WealthBlock

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$0
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Vertalo

Date Founded

2017

Company Location

United States

Company Website

www.vertalo.com

Company Facts

Organization Name

Formo

Date Founded

2024

Company Website

formo.so

Categories and Features

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Categories and Features

Product Analytics

Attribution
Automatic Data Capture
Churn Reporting
Customer Feedback Collection
Customer Guidance
Customer Journey Analytics
Data Export
Data History Retention
Data Labeling
Product Engagement Scoring
Real-Time Data Analysis
Touchpoint Analytics
User Segmentation

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