Full equity management, share classes, rounds, option grants, vesting schedules, and shareholder registers, sitting on the same database as your accounting ledger and investor reporting. When a round closes, the capitalization table updates and the journal entry posts. No Carta export, no manual reconcile, no stale spreadsheet hiding a $400K discrepancy.
No add-on tiers, no feature gates. This is what the module ships with, included in every plan.
Model common, preferred, SAFEs and convertible notes in a single register. Each round logs price per share, pre/post-money valuation, and participation rights.
Issue ISO, NSO and RSU grants to employees or contractors. Vesting schedules, cliff, monthly, custom, track automatically and show remaining unvested shares at a glance.
Store FMV valuations and supporting documents against the date they were approved. Grant pricing references the current FMV without a manual lookup.
See the ownership table on a fully-diluted basis, common, preferred, options, warrants, at any historical round or as of today.
A closed financing round posts to the equity section of the balance sheet directly. No double-entry in QuickBooks and Carta, the accounting module handles both sides.
Generate signed stock certificates and maintain the shareholder register. Each issuance, transfer and cancellation logs with a timestamp and approval.
Agency tiers can surface the cap table module under their own brand for portfolio companies or clients, no per-module charge per company added.
Cap table software usually means a dedicated platform with its own data silo, its own support contract, and a reconciliation loop back to your accounting system every quarter.
Start free with VCard & Link-in-Bio. Turn on Equity & cap table and the rest of the catalog from one flat plan. No per-module fee, ever.
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