Documentation Index
Fetch the complete documentation index at: https://help.rollups.com/llms.txt
Use this file to discover all available pages before exploring further.
ControlOS for shareholders
Shareholders and sellers may use ControlOS when a company has created an approved process for secondary interest or transfers.What you can do in ControlOS
Depending on the company’s setup, you may be able to:- Submit interest in selling securities.
- Review a proposed match with a buyer.
- Accept or decline proposed terms.
- Sign transfer documents.
- Provide payment instructions.
- Track transfer progress.
Submit sell interest
If the company sends you a Demand List invite link, use that link to submit your interest.- Open the invite link.
- Choose the selling option.
- Enter the requested sale details.
- Review your submission.
- Submit.
- Complete email verification if prompted.
After you submit
After you submit, the company can review your interest in ControlOS. You may receive updates if:- The company reviews your submission.
- The company creates a potential match.
- You are asked to review match terms.
- A transfer workflow begins.
Review a proposed match
If the company matches your interest with a buyer, you may receive a link to review proposed terms. Review the details carefully before accepting. The company may still need to approve the match after you accept terms.Complete a transfer
If the match moves forward, you may receive a Transfer Portal link. The transfer page will show your next steps, which may include reviewing documents, signing, adding payment instructions, or confirming payment received. Do not sign or confirm anything that looks incorrect. Contact the company point of contact if you have questions.Best practices
- Use the company-authorized link instead of sending details through informal channels.
- Enter your legal name and holding information carefully.
- Review transfer documents before signing.
- Provide accurate payment information.
- Track the transfer until it is complete.