Features
All you need to get started
Smart cap table tracking
Keep your ownership records accurate and up to date. Manage shareholders, investors, and equity holders with ease using advanced tracking tools.
Manage team equity grants
Offer stock options, RSUs, or share plans to your team. Set up vesting schedules, customize equity plans, and ensure compliance—all in one place.
Plan and simulate funding rounds
Model funding scenarios to understand ownership changes. Use built-in tools for simulations, valuations, and reporting to plan confidently.
Streamlined equity contracts
Send equity offers worldwide, automate paperwork, manage signatures, and set up vesting terms—all from one dashboard.
Employee equity made simple
Help team members understand their equity. Give them real-time access to their portfolio and show the true value of their shares.
Quick, reliable 508A valuations
Save time with expert-led 508A valuations. Add this service to your cap table and receive audit-ready reports in just a few days.