PCFM Overview

PCFM is an advanced equity management software designed to assist companies in managing shareholder equity efficiently. The platform streamlines equity tracking, stakeholder communication, and compliance, making it ideal for growing businesses with complex cap tables. PCFM offers tools for issuing shares, tracking ownership changes, and monitoring vesting schedules, helping companies stay organized and compliant with regulations. Users benefit from intuitive dashboards, detailed reporting, and real-time data access, enabling informed decision-making and effective management of equity portfolios. The software’s secure, cloud-based environment ensures that sensitive data is protected while remaining accessible. Suitable for startups and established companies, PCFM supports equity planning and growth strategies, simplifying administrative tasks and promoting transparency with stakeholders, making equity management hassle-free.

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Contact Details

  • Vendor Name Passiosoft
  • Founded 2015
  • Location Canada

Support

    NA


Training

  • In-person In-person
  • Live Online Live Online
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Health

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PCFM Features

  • Arrow Icon Vesting Management
  • Arrow Icon Cap Table Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Document Storage
  • Arrow Icon Financial Modeling
  • Arrow Icon Valuation Management
  • Arrow Icon Private Equity
  • Arrow Icon Deal Management
  • Arrow Icon Public Equity
  • Arrow Icon Client Portal
  • Arrow Icon CRM
  • Arrow Icon Compliance Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Investor Reporting

PCFM Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • CAD ($) CAD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

PCFM FAQs

PCFM is an advanced equity management software designed to assist companies in managing shareholder equity efficiently. The platform streamlines equity tracking, stakeholder communication, and compliance, making it ideal for growing businesses with complex cap tables. PCFM offers tools for issuing shares, tracking ownership changes, and monitoring vesting schedules, helping companies stay organized and compliant with regulations. Users benefit from intuitive dashboards, detailed reporting, and real-time data access, enabling informed decision-making and effective management of equity portfolios. The software’s secure, cloud-based environment ensures that sensitive data is protected while remaining accessible. Suitable for startups and established companies, PCFM supports equity planning and growth strategies, simplifying administrative tasks and promoting transparency with stakeholders, making equity management hassle-free.

  • No, PCFM does not offer a free version.

  • Yes, PCFM offers a free trial.

  • No, Credit Card details are not required for the PCFM trial.

  • PCFM supports the following payment frequencies:

    • Monthly Subscription

  • No, PCFM does not offer an API.

  • PCFM offers training with the following options:
    • In-person , Live Online , Documentation

  • PCFM supports the following languages:
    • English

  • Following are the typical users of the PCFM:
    • Self-Employed , Small-Business , Midsize-Business

  • PCFM supports the following deployment:
    • Cloud Hosted

  • PCFM supports the following devices and operating systems:
    • Web-Based