Background

This client is a leading stock exchange transfer agent. An initiative was introduced by the organization for an easy-to-use system in the stock market. They developed an application that provides a solution to track the history of funds, investments, issuances, securities, and acquisitions. They provide equity plan management software services. They help private and pre-IPO companies to manage the entire lifecycle of their securities.

Business Challenge / Requirements

Katalyst developed a new feature that allowed clients to describe their own rules and to model various distribution scenarios across their security classes. This feature would appear in the Modelling tab of the cap table and the existing securities tracking module. Katalyst provided this solution as an extension to the current website and delivered this as an integrated solution to the customer.

This solution was developed in Core PHP, SQL Server Database, jQuery, HTML(Bootstrap) & CSS for Design.

Katalyst Solution

Katalyst developed a new feature that allowed clients to describe their own rules and to model various distribution scenarios across their security classes. This feature would appear in the Modelling tab of the cap table and the existing securities tracking module. Katalyst provided this solution as an extension to the current website and delivered this as an integrated solution to the customer.

This solution was developed in Core PHP, SQL Server Database, jQuery, HTML(Bootstrap) & CSS for Design.

Benefits to the Customer

The customer was able to showcase funding breakdown, evaluating the distribution of investments, and return on capital. In the application, this feature in the form of a new tab was a value-added service to the customer. This also benefitted the customer by ensuring that they aren’t putting the current shareholders or investors in an unfit state. This is useful even in terms of predicting new investors, thereby aiding both parties.

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