AI for your capital and banking needs
Open siteIntroduction
Efficiently manage capital, investors, and treasury with AI.
AI for your capital and banking needs Product Information
Owny is a financial stack platform designed to manage capital, private offerings, and banking needs for startups, funds (PE & VC), real estate, and related entities. It provides end-to-end tools to issue securities, manage legal entities, handle payments, compliance, and data analytics from a single system. The platform emphasizes global capital movement, private offerings, contract administration, and dedicated support, while clearly stating it is not a broker-dealer, bank, or investment adviser.
How it works
- Create and manage private offerings and capital activities using standard templates (e.g., Y Combinator templates for SAFEs and Convertible Notes).
- Manage entities (LLC, C-Corp) with tax IDs, banking solutions, and reporting.
- Handle transfers (ACH/Wire/FX/SWIFT), dedicated accounts for global payments, and transaction reporting.
- Administer contracts and agreements to streamline closings, payments, refunds, and related activities.
- Access data analytics to track interest, sales activity, inventory, and other metrics with interactive tools.
- Ongoing support from a dedicated team of specialists.
Important notices: Owny is not a registered broker-dealer or bank, and does not provide legal, tax, investment advice, endorsements, analyses, or recommendations regarding securities. Investment involves risk, and projections are estimates that may not reflect actual results. Certain investments may not be bank guaranteed or FDIC insured. All investment advisory services are provided by third-party registered advisors with potential compensation arrangements disclosed.
Who is it for
- Startups needing private securities offerings and banking integration.
- Private equity & venture capital funds managing fund offerings and private portfolios.
- Real estate professionals handling property contracts, insurance, and payments.
- Entities requiring formation assistance (LLC, C-Corp), banking, transaction reporting, and compliance tools.
Core Features
- Private securities offerings management with standard templates (SAFE, Convertible Notes, YC templates)
- Formation and management of legal entities (LLC, C-Corp) with tax ID, banking, and reporting
- Transfers: ACH, Wire, FX, SWIFT with dedicated outbound/inbound accounts
- Transaction reporting and back-office compliance tools
- Data analytics for interest, sales activity, and inventory with interactive dashboards
- Contract administration to create, share, and streamline closings, payments, and refunds
- Ongoing support from a dedicated team of specialists
- Global capital movement and private offerings management in a single platform
Safety and Legal Considerations
- Not a registered broker-dealer or bank
- Not providing legal, tax, investment advice, endorsements, analysis, or recommendations on securities
- Investment involves risk; projections are estimates and not guarantees
- Some information is illustrative or for educational purposes and may change without notice
- Investments may not be bank guaranteed or FDIC insured
What users should know
- The platform offers an integrated fintech stack for managing capital, private offerings, legal entities, and payments.
- Users should consult appropriate legal and financial professionals for compliance and investment decisions.