Multi-client ledger
Every client's barrels in one system, segregated by owner, with the same attribute set across all of them.
For brokers
Every client's barrels. One book.
Barrel brokers and syndicate leads juggle inventory from a dozen sources, each in its own format. CaskEquity gives you one ledger for all of it, per-client permissions, and the warehouse receipt attached to every barrel you represent.
Built for the middle of the deal
Less time reconciling, more time closing
Distilleries, private owners and investment groups each hand you barrels differently. CaskEquity normalizes the records so you can present, allocate and report from one place.
Status across owners
See every barrel in your book by owner, warehouse and status, with the carrying cost running beside it, without a side spreadsheet.
Carry in view
Show a client what another year of holding costs them, next to the estimated value, on the same screen.
Document vault
Warehouse receipts, title and transfer records stored against each barrel, ready when diligence starts.
Connected to the source
When the distillery holding the barrels is on CaskEquity, you work from its ledger and its receipts, not a copy.
Per-client permissions
Each client sees only their barrels and documents. You see everything in your book.
Client reporting
Statements clients can actually read
Inventory by age and warehouse, estimated value and margin, and carrying cost to date, generated per client and exportable to PDF or CSV. Fewer "where are we?" calls.
- Owner-level reports per client
- Transfer history per barrel, ready for diligence
- Carrying cost to date per barrel and per owner
CaskEquity is software, not a marketplace. We do not sell barrels, take a commission or get between you and your clients. Your book stays yours.How we work with brokers
- No transaction feesFlat monthly pricing, however many barrels move.
- Your data, exportableFull CSV export of every barrel and document at any time.
- Distillery-friendlyWhen your distillery clients are on CaskEquity too, inventory flows without re-keying.
Bring one client book to a demo.
We will load a sample and show you the ledger, documents and per-client reports with your data in it.