Comprehensive Cap Table Features for Every Stage

From incorporation to exit, our platform provides all the tools you need to manage equity, model scenarios, and make informed decisions about your startup's future.

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Core Platform Features

Everything you need for professional cap table management and exit planning

Dynamic Cap Table Management

Build and maintain accurate cap tables with real-time calculations and automatic updates. Handle complex equity structures with ease.

  • Real-time ownership calculations
  • Multiple share classes support
  • Automatic dilution tracking
  • Fully diluted share counts
  • Historical cap table versions
  • Carta import compatibility

Exit Scenario Modeling

Model different exit strategies and understand how proceeds flow to each stakeholder. Compare multiple scenarios side-by-side.

  • IPO scenario modeling
  • Acquisition scenario analysis
  • Liquidation waterfall calculations
  • ROI analysis for all stakeholders
  • Multiple exit value comparisons
  • Sensitivity analysis tools

Financing Round Modeling

Model complex financing rounds with detailed terms, preferences, and anti-dilution provisions. Plan future rounds with confidence.

  • Series A, B, C+ modeling
  • Liquidation preferences
  • Participation rights
  • Anti-dilution protection
  • Convertible note modeling
  • SAFE agreement tracking

Comprehensive Stakeholder Management

Track all stakeholders from founders to employees to investors with detailed equity records and communication tools.

  • Founder equity tracking
  • Employee option pool management
  • Investor shareholding records
  • Advisor equity tracking
  • Vesting schedule management
  • Stakeholder portal access

Advanced Analytics & Reporting

Professional-grade tools for detailed analysis and board-ready presentations

Visual Analytics

Interactive charts and graphs to visualize ownership distribution and dilution trends.

Professional Reports

Generate board-ready reports and export data for compliance and investor updates.

Sensitivity Analysis

Test different scenarios and understand how changes impact stakeholder returns.

Audit Trails

Complete history of all changes with timestamps and user attribution for compliance.

Collaboration Tools

Share cap tables and scenarios with team members, investors, and advisors securely.

Data Export

Export to Excel, PDF, and other formats for use in presentations and analysis.

Enterprise-Grade Security & Integrations

Built with security and compliance in mind, featuring integrations with popular tools and enterprise-grade data protection.

  • Bank-level encryption (AES-256)
  • SOC 2 Type II compliance
  • GDPR compliant data handling
  • Single Sign-On (SSO) support
  • API access for custom integrations
  • Regular security audits
Security Details
Excel/CSV
Import & Export
Carta
Direct Import
REST API
Full Access
SSO
Enterprise Login

Feature Comparison by Plan

Choose the plan that fits your needs and scale as you grow

Feature Free Professional Enterprise
Companies 1 5 Unlimited
Stakeholders per Company 25 Unlimited Unlimited
Exit Scenarios 5 Unlimited Unlimited
Cap Table Engineering
Advanced Scenario Modeling
Data Export & Reporting Basic
API Access
White Label Branding
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