About

About Us

When it comes to raising capital, we’ve done it all. And now we’ve put everything that we know into SOS Back Office Solutions so that you can, too.

SOS is built on SOS founder Lori Livingston’s 30+ years of experience in the financial services industry. Lori reinvented the stock transfer industry when she founded Transfer Online, the first SEC-registered transfer agent to take stock transfer services online.

In 2014, Lori launched Transfer Online Solo, a web-based platform that empowers small and mid-sized businesses to become their own stock transfer agents.

Now, SOS gives you the tools that we’ve spent years perfecting to raise capital and successfully fund your business or product. SOS’s easy-to-use platform lets you track and manage fundraising campaigns for any offering type while making sure that you’re in full compliance.

Experience

We’ve worked with hundreds of clients to offer stock, raise capital, and issue shares.

More than 450 clients

More than 3 Trillion Shares transferred

Raising capital? SOS has everything you need, backed by an SEC-registered transfer agency.

Whether you’re gauging investor interest by Testing the Waters or raising capital and issuing shares to investors, SOS makes the process simple at all stages. Manage the entire process from an online dashboard with all of the tools to get the job done.

Team

From SEC compliance to raising capital, our team of experts is here for you.

Lori Livingston Founder

Bryan Cochran Product Director

Daniel Harris Business Development

John Vo Engineer Lead

Isaac Tintó Product Design

Andrew Helenius Developer

Security

You’re probably wondering, “Is my information safe?” Rest easy. SOS follows the highest standards in the securities industry. With 24/7 monitoring of our data warehouse, we’ve always got an eye on your data. Plus, audits from independent accountants and experts regularly verify the security of our network and your information.

Technology

Hate the endless spreadsheets, mailings, and files? So do we. That’s why we built SOS to send and track everything quickly from one dashboard. From Fortune 100 companies to smaller issuers, SOS works with companies of any size too. As a Microsoft Certified Partner, SOS has a familiar feel that makes it easy for users of any ability to get started.