Improved trust across founders, investors, and employees
Results depend on scope, integrations and adoption.
The operating context
A clearer view of the whole operation.
As startups raise capital and issue employee equity, ownership structures become harder to manage accurately. Founders and finance teams need one controlled system for share classes, investors, ESOPs, vesting, funding rounds, and dilution instead of relying on disconnected spreadsheets.
Where friction builds
Equity complexity creates risk and confusion
Cap tables often begin as simple spreadsheets, but they become difficult to maintain once new investors, option grants, convertible instruments, and multiple funding rounds are introduced. Small formula or version errors can create conflicting ownership numbers across founders, finance teams, and investors.
Before a financing event, teams also need to understand dilution, option pool expansion, conversion scenarios, and post-money ownership. Without structured records and scenario modeling, fundraising preparation and due diligence take longer and create unnecessary uncertainty.
Current approach
Managing cap tables in spreadsheets
Tracking dilution manually across rounds
Handling ESOPs without structured systems
Sharing limited or outdated ownership data
Operational impact
Ownership calculations become unreliable
Funding scenarios take longer
Stakeholders see inconsistent records
Due diligence becomes harder
Inside the solution
The capabilities behind the operation.
Review the functional scope, then discuss the requirements specific to your team.
Centralized cap table
Maintain a single, real-time view of ownership and equity distribution
Equity class management
Support shares, ESOPs, advisors, and convertible instruments
Dilution automation
Automatically calculate ownership changes across funding rounds
ESOP and vesting tracking
Manage grants, vesting schedules, and cliffs with accuracy
Scenario modeling
Simulate future funding rounds and their impact on equity
Access and reporting
Provide role-based dashboards and audit-ready reports
Design a centralized and scalable cap table system
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Automate key workflows like dilution and vesting
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Enable visibility and reporting for all stakeholders
Our approach
We create structured, secure systems that centralize equity data and automate key workflows. The goal is to give founders, investors, and teams a clear, reliable view of ownership while reducing manual work and errors.
How it connects
The complete workflow, in one view.
Make an informed decision
Is this the right fit?
The right solution starts with the right operating requirements.
Cap table management software helps startups track founders, investors, share classes, employee options, ownership percentages, funding rounds, and dilution in one structured system. It replaces spreadsheet-based ownership tracking with more consistent records and scenario modeling.
How does cap table software calculate dilution after a funding round?
The system can recalculate ownership based on new share issuances, investment amounts, valuations, option pool changes, and convertible instruments. This helps founders model how a proposed round may affect existing shareholders before finalizing the transaction.
Can cap table software manage ESOPs and employee vesting?
Yes. It can track option pools, employee grants, vesting schedules, cliffs, exercised options, cancellations, and remaining allocation. Exact workflows depend on the company’s equity plan and legal documentation.
Can startups model future funding rounds before raising capital?
Yes. Scenario modeling can compare different valuations, investment amounts, option pool changes, and conversion assumptions to estimate post-round ownership and dilution before a financing decision is made.
Can investors access their ownership information through the platform?
Yes, role-based access can be configured so investors, founders, employees, or advisors see only the ownership information and reports appropriate to them. Access should follow the company’s confidentiality and governance requirements.
Start with your requirements
Let’s define your next step.
Tell us what needs to work better, the systems you use, and the scope you have in mind.
