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Cap table
management

Get a detailed and dynamic view of your company's ownership structure, enabling informed decision-making and efficient equity management.

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Your Cap Table Simplified

With our user-friendly, self-service platform, manage your digital cap table effortlessly and gain detailed insights.
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CAP TABLE MANAGEMENT

Overview

Introducing our user-friendly platform, designed to help you efficiently manage your cap table. It provides a comprehensive overview, giving you insights into your company’s roles, share classes, and shareholder compositions. Empower yourself to make informed decisions and enhance communication with this versatile tool, offering you a comprehensive perspective on your Cap Table insights.

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Get a demo

Want to see how our solution can be adapted to fit seamlessly into your workflow? 

CAP TABLE MANAGEMENT

Details

Gain a comprehensive breakdown of ownership within your Cap Table, showcasing share classes, corresponding percentages, and Dilutive Quantities. Effortlessly identify specific ownership structures, acquiring valuable insights. Utilize the dynamic time filtering feature to view your cap table at any desired point in time, offering a unique perspective on changes in the ownership landscape. 

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CAP TABLE MANAGEMENT

Track Equity History

In this segment, explore a chronologically arranged timeline showcasing your company's equity journey, complete with a synopsis of new share class introductions. This holistic snapshot empowers you to trace the transformation of your company's equity framework through time.

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CAP TABLE MANAGEMENT

Add transactions

Maintain control over your cap table with ease. Add Transaction types, Share Issues, Transfers, Share Splits, and Share Reclassification, designed to provide flexibility in managing your cap table's various equity-related activities.

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Still wondering?

We can answer your question in the chat, let us know how we can help.

Other features

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    Employee Portal

    Enhance transparency with accessible equity details, streamlined document management, and robust support for effective incentive management

    Feature included Visualize values
    Feature included Easy vesting
    Feature included Events
    Feature included Documents
    Feature included Portfolio details
    Feature included Support
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    Valuation and accounting

    Upgrade from spreadsheets to secure software with simulation tools and expert financial compliance support.

    Feature included Valuations
    Feature included Security
    Feature included Accounting
    Feature included Simulations & budgeting
    Feature included Audit trail

Empower your team with equity incentives
today!

Book a meeting with us, and you will learn the secrets of incentivizing your employees with equity in no time.
  • Free demo
  • Easy equity program rollout
  • Worry-free administration and accounting