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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.

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ControlOS

ControlOS helps companies bring secondary market activity into a company-approved process. It gives your team one place to monitor activity, collect interest from buyers and sellers, review potential matches, and manage transfers when they are ready to move forward.

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What is ControlOS?

Secondary transactions can quickly become hard to manage when interest is spread across emails, spreadsheets, brokers, marketplaces, and one-off conversations. ControlOS helps companies create a more structured workflow. ControlOS includes three products:
  • Scanner helps your team monitor secondary market activity and keep track of relevant indications.
  • Demand List gives buyers and sellers a company-authorized place to express interest.
  • Transfer Portal helps manage the transfer process once a transaction is ready to proceed.
Companies can use one product or all three, depending on how they want to manage secondary activity.

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Who uses ControlOS?

ControlOS supports the main groups involved in a secondary transaction:
  • Company admins use ControlOS to review activity, manage buyer and seller interest, approve workflows, and oversee transfers.
  • Shareholders and sellers may use ControlOS to submit interest, review terms, sign documents, and track transfer progress.
  • Investors and buyers may use ControlOS to submit interest, review terms, sign documents, send payment, and track transfer progress.

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What companies can do with ControlOS

With ControlOS, your company can:
  • Keep track of secondary market activity.
  • Give buyers and sellers an approved way to submit interest.
  • Review potential matches before they move forward.
  • Keep transfer steps organized in one workflow.
  • Send notifications to the right team members.
  • Download records for internal review.

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How the workflow usually works

ControlOS can support a few different workflows, but a typical process looks like this:
  1. Your company configures ControlOS and decides which products to use.
  2. Scanner helps your team monitor secondary market activity.
  3. Demand List gives potential buyers and sellers a company-approved place to submit interest.
  4. Your team reviews interest and decides whether a potential match should move forward.
  5. If a transaction is approved, Transfer Portal helps organize documents, signatures, payment confirmations, and final company review.

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Have a specific question?

Scanner

Learn how companies use Scanner to monitor secondary market activity.

Demand List

Learn how buyers and sellers can submit interest through a company-approved process.

Transfer Portal

Learn how transfer workflows move from approval to completion.

Slack notifications

Send ControlOS alerts to a Slack channel your team already monitors.

For Shareholders

Learn what shareholders and sellers can expect when using ControlOS.

For Investors

Learn what investors and buyers can expect when using ControlOS.
ControlOS workflows vary by company. If something in your experience looks different from this guide, follow the instructions shown in your ControlOS workflow or contact help@rollups.com.