Switching from Ownr

Outgrew Ownr? We'll do the migration for you.

Ownr was the right tool to incorporate. Once you're past that, the minute book product stops where corporate work actually starts: cap tables, SAFEs, options, verifiable certificates, multi-jurisdiction, and firm portfolios. We'll move your records across for free, plus 50% off your first 3 months on any paid monthly tier. Use code OWNR2OCT. Switch to annual billing whenever (it already saves ~15%); the discount applies on monthly billing for the first 3 months.

No credit card needed to start. Migration assistance is free regardless of which tier you end up on, including the Free tier.
What you get
Free white-glove migration

We import your articles, bylaws, registers, certificates, and resolutions from your Ownr export. You don't reformat anything.

50% off for 3 months

Pick Starter, Growth, or Scale on monthly billing. Half off your first three months. Move to annual any time at standard pricing.

Run both in parallel

Keep your Ownr account active until you've validated the new record. No forced cutover.

Why founders move on

Five Ownr ceilings you're probably hitting.

Ownr is excellent at the moment of incorporation. For a single-shareholder Canadian corporation that never raises, never grants options, and never crosses a border, it stays adequate. Most corporations are not that corporation.

Here's the short list of things we hear from founders, counsel, and accountants who move records work to Octelligence after starting on Ownr.

The Ownr ceiling, in plain words
  • "We took a SAFE and now I don't know my cap table."

    Ownr doesn't model SAFEs, options, or warrants. The cap table lives in a spreadsheet that drifts from the share register.

  • "Our investor asked for a verifiable certificate."

    A PDF template isn't the same as a QR-verifiable certificate tied to a live share register. We issue the second kind.

  • "We're setting up a Delaware C-corp or UK Ltd."

    Ownr only does Canada. Octelligence covers 41 jurisdictions with deep statutory automation, plus universal mechanics everywhere else.

  • "My accountant or law firm asked for a structured export."

    Zipping a folder of PDFs is the wrong artifact for diligence. We export the share register, cap table, resolutions, and certificates as one structured package.

  • "We're a holdco and Ownr is one corp at a time."

    Octelligence Scale handles up to 25 corporations on one organization. Portfolio Licensing handles 50 to 500+ for firms.

The migration

Four steps. About a week, typically.

We've done this enough times that the path is predictable. Your job is mostly exporting from Ownr and validating the result.

1. Export from Ownr

Download your incorporation documents, registers, certificates, and resolutions from Ownr. Send us the export, encrypted at rest, processed by named humans.

2. We rebuild the record

We stand up the structured minute book, recreate share classes, populate the share register from your existing data, and import resolutions tied to the events they authorized.

3. Certificates re-issued

Each existing certificate gets re-issued in Octelligence with a QR verification page, tied to the live share register. Old Ownr PDFs stay in the document store for reference.

4. You validate, then cut over

You review the new record against your Ownr data. When you're satisfied, you make Octelligence the source of truth. Keep Ownr active during parallel run; no forced cutover.

Day one in Octelligence

What you get the day after switching.

Once we move the record, you have everything Ownr gave you, structured better, plus the things Ownr can't do. Most of these unlock on Starter ($16/mo annual); a few are Growth ($59/mo annual) or Scale ($127/mo annual).

See pricing in detail
What unlocks immediately
  • Structured corporate record

    Articles, bylaws, registers, certificates, resolutions, all linked. Not a folder of PDFs.

  • QR-verified share certificates

    Public verification page anyone can validate. Reissue on transfer in one step.

  • Cap table tied to the register

    One source of truth. SAFEs, options, and warrants on Growth.

  • Audit-ready exports

    Diligence packages your law firm and accountant will actually accept.

  • Multi-jurisdiction

    If you flip to Delaware or set up a UK entity later, the platform already handles it.

Pricing for switchers

Pick a monthly tier, get 50% off your first 3 months.

The switcher discount applies on monthly billing. Most Ownr switchers land on Starter or Growth. Code OWNR2OCT applies to any paid monthly tier.

Free

$0

Structured minute book, share classes, basic cap table view. One corporation. Good for validation parallel to your Ownr account.

Starter monthly

$19/mo

Adds QR-verified certificates, transfer lifecycle, audit-ready exports. Most "I used to be on Ownr" founders pick this. $9.50/mo for first 3 months with OWNR2OCT.

Growth common monthly

$69/mo

Adds SAFE notes, options, warrants, scenarios, public share links. If you've taken capital, you want this tier. $34.50/mo for first 3 months with OWNR2OCT.

Scale monthly

$149/mo

Up to 25 corporations on one organization. Right for holdco/opco structures Ownr can't model. $74.50/mo for first 3 months with OWNR2OCT.

Prices shown are monthly billing in USD. After month 3, monthly rates return to standard. Switch to annual any time at standard pricing (~15% savings) on the pricing page.

FAQ

Switching from Ownr, common questions

The two pieces of Ownr we can't replicate are the incorporation-filing service (we don't file with Corporations Canada / ServiceOntario / REQ) and the RBC banking integration. If you still need those, keep your Ownr subscription active in parallel; many switchers do this for the first 12 months. Everything else (minute book, registers, certificates, resolutions, annual return tracking) is covered by Octelligence in equal or greater depth.

For a single Canadian corporation with one share class and a handful of shareholders, typically 3 to 5 business days from export to validated cutover. For corporations with SAFEs, multiple share classes, option pools, or transfers, plan 1 to 2 weeks. Multi-entity holdco structures take longer; we'll quote you on a call.

No. We recommend keeping Ownr active during the parallel-run period (typically 30 to 90 days) so you can compare records and validate the migration. After that, the decision is yours. If you keep Ownr only for annual return filing, that's a legitimate setup.

It applies 50% off your first 3 months on monthly billing of any paid tier (Starter, Growth, or Scale). Code is applied at checkout or when you upgrade from Free. After month 3, monthly billing returns to standard rates ($19/$69/$149) and you can switch to annual any time for ~15% savings off list. One use per organization.

Free. We do it because we'd rather invest a few hours of our time than have you stall on data migration. The catch (if you want to call it one) is that we'd like you to try Octelligence in good faith for 30 days before deciding. If it isn't the right fit after that, you can keep your data and walk; no charge, no lock-in.

Yes. Octelligence has specific support for QBCA corporations, including the Bill 78 beneficial-ownership register and French Charter requirements, plus a Quebec-French glossary and jurisdiction guides. The platform is available in English and Quebec French.
Ready to make the switch?

Sign up free, send us your Ownr export, and we'll have your structured record up in days. Use code OWNR2OCT at monthly checkout for 50% off your first 3 months.