Modern infrastructure for shareholder pre-emption and pro-rata rights.
ROFR Pro, the flagship platform from EQVOR, helps private companies manage shareholder pre-emption rights, the right of first refusal and pro-rata entitlements that govern how shares change hands. The challenge was turning a process traditionally buried in legal paperwork, spreadsheets, and email chains into a clear, guided digital experience for three very different audiences: the companies issuing shares, the shareholders exercising their rights, and the brokers facilitating each deal.
We partnered with EQVOR to design and build ROFR Pro, a multi-sided platform that coordinates the entire share-transfer lifecycle (from importing a cap table to resolving an offer) while keeping every party informed, every step compliant, and every interaction simple.
Pre-emption rights are one of the most procedurally sensitive moments in a company's life. When a shareholder wants to sell, every existing holder may be entitled to buy first, in proportion to what they already own, before the shares can go to anyone outside the company. Handled manually, this means tracking cap tables across spreadsheets, notifying dozens of shareholders by email, managing strict response windows, and reconciling who's in and who's out.
ROFR Pro had to orchestrate all of this automatically while remaining approachable for shareholders who may only log in once or twice a year. The product had to feel calm and trustworthy at the exact moment people are making meaningful financial decisions.
We designed each role's experience around what that person actually needs to do. Companies get a command center for managing shareholders, launching offers, and tracking responses. Brokers get a focused workspace for creating and managing orders, with built-in commission handling. Shareholders get a single, frictionless path to review and act on an offer.
Behind the interface, the platform handles the hard parts invisibly: bulk shareholder imports, magic-link access so shareholders never wrestle with passwords, and multi-user company accounts with invite flows.
The result is a system that feels like a modern consumer app, while quietly running the kind of structured, auditable workflow that equity transactions demand.
We mapped the full lifecycle of a share transfer across three user types (company, broker, and shareholder) to identify every decision point, notification, and hand-off, then designed flows that keep each party moving without confusion.
We built role-specific dashboards and order flows that translate dense legal and financial concepts into clear, guided steps, reducing the intimidation of a high-stakes process while keeping it precise.
We engineered a reactive frontend on Webflow + Wized backed by a Xano API, with CSVBox-powered bulk shareholder imports, Mailgun-driven notifications, secure magic-link authentication, and multi-user accounts with invite flows.
Before launch, we prepared every flow for production and optimized the build so the platform stays fast and reliable for all three user types: company, broker, and shareholder.
The finished product gives companies a single source of truth for managing shareholders and running pre-emption offers, replacing scattered spreadsheets and email threads with one coordinated, auditable workflow.
For shareholders and brokers, every interaction feels guided and transparent, even in a process where precision and timing matter enormously. ROFR Pro establishes the operational backbone to handle these transactions at scale, deal after deal.
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