Totalis by Equro — Infrastructure for the Private Capital Markets

One platform to manage the entire investor lifecycle

Financial institutions operating in the private capital markets often run fund and investor administration, corporate actions and investor reporting across separate systems and spreadsheets that don’t talk to each other. Totalis brings these functions together in one system — giving investors a single, transparent home base, and giving your team one place to manage relationships, cap tables and documentation, with compliance and GDPR built in from the ground up rather than bolted on.

From onboarding and KYC/AML through order execution, share issuance and corporate actions, the full transaction lifecycle runs on the same underlying data, with general meetings handled entirely online and full auditability throughout. Investors get real-time, self-service access to their holdings and performance, while automated investor communication and reporting keep them informed between touchpoints — cutting down on routine inquiries before they reach your team.

It’s built to fit into your existing tech stack, not replace it: open API integration and modular customization let you configure exactly the tools you need, from CRM to compliance and equity plan management, so the platform adapts to your institution’s structure rather than the other way around.