For investor groups
One dashboard for every barrel the group owns.
Investment clubs, family offices, wealth managers and estate planners who hold barrels together need one place to see what is owned, what it is estimated to be worth, and who has access to what. CaskEquity gives every member the same clear picture with the right permissions.
Unified dashboard
Total barrels, total cost basis, estimated market value and estimated margin in one view, with a growth chart over time and a breakdown of recent investments. Everyone sees the same numbers.
Role-based access
Managers administer, members view their share, advisors and accountants get read-only access to the documents they need. Permissions are set by the group, not by us.
Transparent records
Purchase records, storage agreements, regauge results and transfer history stored against each barrel. When a member asks "what do we actually own?", the answer is one click.
Member distribution
Know who holds what, down to the barrel
Track each member's share of each lot, with statements generated per member. Add new members, record transfers between members, and keep the cap table and the barrel table in agreement.
- Per-member statements exportable to PDF
- Carrying-cost tracking so the group knows the real cost of holding
- Exit-ready records so the paper is in order when it is time to sell
CaskEquity is a technology platform. We do not sell barrels, arrange investments or provide investment, legal or tax advice. Estimated values shown in the dashboard are estimates entered or configured by your group.Please read before relying on any figure
- Who uses itInvestment clubs, wealth managers, estate planners, family offices and friends who bought barrels together.
- Where the barrels sitBarrels remain in bonded storage at the distillery or warehouse. CaskEquity records custody; it does not take it.
- Your dataExport everything at any time. Delete your account and it is gone.
Give every member the same picture.
A 30-minute walkthrough with your group manager is usually all it takes to see the fit.