> ## 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.

# Overview

# 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.

## 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.

## 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.

## 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.

## 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.

## Have a specific question?

<CardGroup cols={2}>
  <Card title="Scanner" icon="scan-search" href="/control-os/scanner">
    Learn how companies use Scanner to monitor secondary market activity.
  </Card>

  <Card title="Demand List" icon="list-checks" href="/control-os/demand-list">
    Learn how buyers and sellers can submit interest through a company-approved process.
  </Card>

  <Card title="Transfer Portal" icon="file-signature" href="/control-os/transfer-portal">
    Learn how transfer workflows move from approval to completion.
  </Card>

  <Card title="Slack notifications" icon="message-square" href="/control-os/slack-notifications">
    Send ControlOS alerts to a Slack channel your team already monitors.
  </Card>

  <Card title="For Shareholders" icon="users" href="/control-os/for-shareholders/overview">
    Learn what shareholders and sellers can expect when using ControlOS.
  </Card>

  <Card title="For Investors" icon="chart-line" href="/control-os/for-investors/overview">
    Learn what investors and buyers can expect when using ControlOS.
  </Card>
</CardGroup>

<Note>
  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](mailto:help@rollups.com).
</Note>