Securities lifecycle


About securities lifecycle

Sutter Securities Group is leading the way developing a comprehensive platform to support corporate finance from issuance through to liquidity with our Securities Life Cycle Platform.


We are a market leader in automated regulatory compliant issuance services:

  • Tools and services to build a compelling pitch – Tell your story with our pitch editor. Your offering hub will include everything you need to pitch to the entire world online, including a product page, video, assets and team overview.
  • Legal onboarding – Work with onboarding specialists to prepare all your fundraising documents. We provide investment document templates, conduct background checks (AML/KYC), and establish an offering deposit or escrow account for you to make your round compliant. Your onboarding and offerings will be handled by either our broker dealer or funding portal.

Shareholder services

Our automated platform combined with our Trust Services allow us to support your team after an issuance to include your 409A valuation reports, distributions management, and shareholder record keeping (Cap Table Management, Reg D certificates & other).

Fairness Opinions

Validating your shareholders are treated fairly is critical for the board and management at the time of exit or when using shareholder capital. Sutter has performed hundreds of valuations for private and public companies.

9AM - 6PM

Monday – Friday


Call today

Get a Quote
Privacy Settings
We use cookies to enhance your experience while using our website. If you are using our Services via a browser you can restrict, block or remove cookies through your web browser settings. We also use content and scripts from third parties that may use tracking technologies. You can selectively provide your consent below to allow such third party embeds. For complete information about the cookies we use, data we collect and how we process them, please check our Privacy Policy
Consent to display content from - Youtube
Consent to display content from - Vimeo
Google Maps
Consent to display content from - Google
Consent to display content from - Spotify
Sound Cloud
Consent to display content from - Sound