Real-Time Reporting and Visibility for SPAC Sponsors
In this episode of The SPAC Podcast, Caitlyn Van Valin, Vice President at Odyssey Trust, highlights how technology and transparency are reshaping the SPAC transfer agent and trust process.
She explains how Odyssey’s state-of-the-art reporting portals give sponsors, legal teams, CFOs, and boards instant access to accurate reports, without waiting overnight. With more than 150 customizable reports available, Odyssey empowers sponsors with real-time data to support audits, board updates, shareholder reporting, and compliance visibility.
For repeat sponsors used to limited reporting from traditional providers, this level of access and efficiency is a game-changer.
Connect with the Guest:
Caitlyn Van Valin – Vice President, Odyssey Trust
LinkedIn: https://www.linkedin.com/in/caitlyn-van-valin-10963664/
View all of their episodes here:
https://www.thespacpodcast.com/guests/caitlyn-van-valin/
Connect with the Hosts & The SPAC Podcast:
Michael Blankenship LinkedIn:
https://www.linkedin.com/in/mikeblankenship/
Joshua Wilson LinkedIn:
https://www.linkedin.com/in/joshuabrucewilson/
YouTube Channel:
https://www.youtube.com/@Thespacpodcast
Contact The SPAC Podcast:
https://www.thespacpodcast.com/contact/
#SPACs #CapitalMarkets #SPACPodcast #TransferAgent #DeSPAC #CorporateTrust #RealTimeReporting #AuditSupport
The views, opinions, and statements expressed by the guest are solely their own and do not necessarily reflect the views of The SPAC Podcast, its hosts, or affiliated organizations. This content is for informational purposes only and should not be construed as investment, legal, tax, or accounting advice.
Disclaimers:
The views, opinions, and statements expressed by the guest are solely their own and do not necessarily reflect the views of The SPAC Podcast, its hosts, or affiliated organizations. This content is for informational purposes only and should not be construed as investment, legal, tax, or accounting advice.
Michael J. Blankenship is a licensed attorney and is a partner at Winston & Strawn LLP. Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is intended for informational and educational purposes only and should not be interpreted as legal, financial, or compliance advice. The views and opinions expressed by the hosts and guests are their own and do not necessarily reflect the official policies or positions of any regulatory agency, law firm, employer, or organization.
Listeners are encouraged to consult their own legal counsel, compliance professionals, or financial advisors to ensure adherence to applicable laws and regulations, including those enforced by the SEC, FINRA, and other regulatory bodies. This podcast does not constitute a solicitation, offer, or recommendation of any financial products, securities transactions, or legal services.
Let’s Connect on LinkedIn:
👉 Michael J. Blankenship - https://www.linkedin.com/in/mikeblankenship/
👉 ...
Michael Blankenship:
What level of reporting and visibility do you offer sponsors and legal teams throughout the trust and transfer agent process?
Caitlyn Van Valin:
This is one of my favorite questions, because many repeat SPAC sponsors don’t realize this level of access exists.
At Odyssey, we provide state-of-the-art portals for both issuers and shareholders. For SPAC sponsors, that means when it comes to audit reports or shareholder reporting, everything is batched instantly.
They don’t have to wait overnight for activity reports, sponsors can log in and pull up-to-date reports in real time.Beyond that, there are over 150 additional reports available, covering everything from board reporting to CFO visibility to auditor requests.
It’s been exciting to show sponsors how Odyssey’s technology-first approach delivers clarity, speed, and transparency across the entire SPAC lifecycle.
Caitlyn Van Valin
EVP
Caitlyn Van Valin is a principal member leading the U.S. sales expansion for Odyssey Trust Company. In this role, she is responsible for profitably growing market share for Odyssey’s Transfer Agent and Trust business by partnering with executive management teams at domestic and multinational corporations. Caitlyn delivers tailored shareowner service solutions and complex transactional support designed to meet the needs of clients and their investors.
With more than 15 years of experience in the private equity and financial services industry, Caitlyn has developed deep expertise in navigating sophisticated corporate transactions. She is recognized for her ability to simplify the complex and deliver exceptional results for her clients and their shareholders.
Caitlyn holds a graduate degree from the London School of Economics and has built her career on a foundation of strategic insight, operational excellence, and an unwavering commitment to client success.