Cap table management that scales with you

Simplify your equity plan with cap table software that lets you issue and track shares, as well as process payments securely from one platform.

• Manage company ownership: Cap table and security holder management
• Issue shares directly to stakeholders: Electronic securities, stock transfers
• Build employee equity plans: Equity plan generation, electronic exercising

Scale efficiently with streamlined workflows for fundraising, issuing securities, and managing equity, all connected to your cap table.

• Automatic stakeholder updates: HRIS integration, payroll integration
• Secure money movement: SEC transfer agent, ACH and wire transfers
• Streamline stakeholder communications: Data room, board consents, investor updates

Experience peace of mind with built-in compliance support that helps you follow the rules, even if you don’t know them all.

• Get audit-ready reports on demand: 409A valuations, GAAP and IFRS reporting
• Easily generate compliance forms: QSBS attestation, Rule 701 management
• Stay ready for tax season: 83(b) Form, Form 3921

Features

• Automated Equity Grants: Streamline the process of issuing equity grants to employees, investors, and advisors with automated workflows and templates.
• Real-Time Cap Table Updates: Ensure that the cap table is always up-to-date with real-time updates reflecting new equity transactions, vesting schedules, and other changes.
• Scenario Modeling: Allow users to model different financing scenarios, such as new funding rounds or exits, to see how these events would impact ownership percentages and dilution.
• Compliance and Reporting Tools: Provide tools to help companies stay compliant with regulatory requirements and generate necessary reports for stakeholders and auditors.
• Employee Portal: Create a dedicated portal for employees to view their equity holdings, vesting schedules, and potential future value, enhancing transparency and engagement.