Replace scattered spreadsheets with a proper cap table.
The cap table module keeps equity, rounds and options structured and shareable with stakeholders — so everyone sees the same numbers, instead of outdated spreadsheets in different inboxes.
Plan fundraising and ownership with confidence.
Simulate new rounds and exits without losing track.
Record pre-money, post-money and stake per investor for every round.
Assign, vest and track employee stock options with clear schedules and balances.
See up-to-date cap table views by shareholder, class and fully diluted basis.
Model new money in, secondary sales and exits to understand impact before deciding.
Link round changes to board approvals, consents and key legal documents.
Provide controlled access or exports for investors, lawyers or auditors.
Cap table features.
List of all shareholders with holdings, classes and roles.
Model seed, series A/B and future financing rounds.
Grant, vest and exercise options with clear schedules and logs.
Simulate exits and secondary sales to see outcomes for each stakeholder.
Generate ownership snapshots and round summaries for investor updates.
Attach term sheets, SHA documents and board approvals to the right rounds.
Define cliffs and vesting rules for founders, employees and advisors.
Model liquidation preferences, participation and payouts at different values.
Support ordinary, preference and other custom share classes.
View how ownership changed after each round, grant or conversion.
Control who can view or edit sensitive equity information.
Export structured cap table data for lawyers, auditors or offline backup.