SCANNER
Monitor your company's
secondary market
Our AI scans online secondary marketplaces for your company, alerts you to activity, and helps you intervene when necessary.
Your secondary market, under control.
It’s your company’s equity. You should control its secondary market.
But your shareholders' desire for liquidity is showing up online, in public marketplaces.
Instead, control how your secondary market works.
ControlOS gives your company the tools it needs to do that.
Product Suite
Get to know ControlOS
Everything you need to control your company's secondary market. The only secondary market solution that puts companies first.
Monitor your company's
DEMAND LIST
Screen buyers
in your private forum
Your white labeled pipeline of buy and sell indications. Screen buyers, approve intros— all in one private pipeline, off public marketplaces.
TRANSFER PORTAL
Automate share transfers
from match to close
Modern stock transfer management software to streamline how transfers move from matched counterparties to close.
CONSOLIDATE
Pool many secondary
buyers into one
Pool smaller secondary buyers into one SPV; shareholders sell their shares to the SPV in a single transfer— so the company adds one cap-table line instead of many.
The four products. In depth.
SCANNER
Map your public secondary activity
Scanner monitors secondary marketplaces—sites like Forge, Hiive, and EquityZen—where private stock is listed publicly to buyers, often outside your governance.
When your shares appear, you get an email or Slack notification with the listing details and a takedown request ready to send.
DEMAND LIST
Give secondary activity a home you control
Demand List is your company's authorized forum for shareholders and buyers to express their interest in private, instead of using public marketplaces.
You share one link with shareholders and buyers, then their interest submissions land in a private pipeline only your team can see.
From there, you can screen buyers, approve the details, and then pass matches to Transfer Portal for transfer execution.
TRANSFER PORTAL
Automate and manage share transfers—from match to close
Transfer Portal automates your transfer documents, handles custom review/approval steps, includes e-sign and notices / reminders, and supports payments and post-close cap table sync, all with live status updates in your inbox or Slack.
Once the company approves proposed transfers—via Demand List, brokers, or the shareholder(s) themselves—what used to default to outside counsel and a five-figure invoice now runs where your team already works—fewer handoffs and no guesswork about where each deal stands.
CONSOLIDATE
Combine secondary buyers into one vehicle
Each incremental secondary buyer typically means another line on the cap table, another transfer packet, and another direct shareholder relationship for the company to manage.
Secondary Vehicles pool those buyers into one zero management fee / zero carry special purpose vehicle (SPV), so the company records only one new direct investor (the SPV).
Rollups handles vehicle formation, buyer onboarding, the investment, compliance, tax, and ongoing administration of the vehicle.
Learn more
Take control of your secondary market
Without ControlOS
Unsanctioned transfers on forward contracts. Undesirable price signals. No visibility, or control.
With ControlOS
Visibility, owned channels, company-approved transfers—one program.
How it works
- 01Know what's happening
Scanner watches public trading venues; your team gets analytics and alerts, and can challenge unauthorized trades quickly.
- 02Reroute interest indications to your private channel
Point shareholders and interested buyers to your private pipeline of interest submissions. By making your authorized path the default, serious interest gathers there—not in public marketplaces.
- 03Automate transfer governance
You approve proposed transfers through your own customizable rails that can be molded to your ideal transfer approval process.
- 04Execute transfers the way you want
Transfer Portal automates your transfer signatures, wires, countersignature, and cap table updates in one thread for finance, legal, and IR.
One platform.
Complete secondary market control.
For private companies managing active secondary markets — dedicated onboarding and white-glove support.
Curious how this could work for you? Contact us
Scanner
See everything happening with your shares — everywhere
Monitoring across dozens of online marketplaces
Centralized dashboard view of all activity
Slack notifications for new activity
Two-click takedown requests
Demand List
A private, centralized order book that only you control
One link for shareholders & buyers to express interest
All buy/sell interest in one company-controlled view
Screen buyers before introductions
White-labelled for your company
Status notifications via email
Transfer Portal & Consolidate
Automate company-approved transfers
Automated your agreements and approval/signature flows
Kanban and table views for bulk tracking transfers
Works alongside your stack for cap table updates
Built-in payment coordination
Pool buyers into one SPV
Everything You Need to Know
- Rollups is the name of our company. Our product suite is expanding to include ControlOS.
- Rollups is part of AngelList’s ecosystem of brands. AngelList.com is for VCs and investors. Rollups serves companies. Our products for companies benefit from AngelList’s core infrastructure. Your investors and stakeholders likely already have AngelList accounts, and they can use them with Rollups without any additional effort.
- Yes. All of Rollups’ products work with any cap table solution.
- No. ControlOS is not a marketplace. It is a suite of software tools for companies to manage their secondary market transactions.
- You can start with the products you need—for example Scanner alone—and add Demand List or Transfer Portal & Consolidate when you are ready.
- Companies can use Scanner to maintain awareness while they roll out Demand List to their shareholders as a company-managed alternative to the public marketplaces. When you are ready to execute, Transfer Portal automates documents, approvals, e-sign, payments, and status updates through to close. You can use them as one flow or adopt them individually as your program matures.
- Buyers/Sellers do not need to create accounts or sign in to submit their interest in Demand List. However, they do need to have an account to transact. Many investors and stakeholders already have AngelList accounts because Rollups runs on AngelList’s infrastructure. Where that applies, they can sign in with their existing accounts. Your team controls who receives links and access to company-specific flows like Demand List.
- Submissions go into a private pipeline that only your team can see. It is not a public order book—shareholders and buyers express interest through your link, and you decide how to review, screen, and progress matches.
- No. ControlOS is operational software for notifications, routing interest, approvals, signatures, and tracking—it does not replace legal or securities advice or the role of a broker where one is required.
- ControlOS is focused on visibility, management, and execution for secondaries. Rollups also offers products for raising capital (for example Roll Up Vehicles® (RUVs)) and for pooling secondary buyers (Secondary Vehicles / Consolidate). They can work alongside ControlOS depending on your transaction. Learn more about RUVs here, consolidation here, and secondary vehicles here.