A single source of truth for every share, option, and shareholder
Manage cap tables, shareholder records, options, SAFEs, convertible notes, and governance in one connected workspace — purpose-built for U.S. and Canadian private companies.
- Model SAFEs, notes, and priced rounds
- Share classes, pro-rata, and waterfall analysis
- Stakeholder portal for investors and employees
- Audit-ready records and exports
Unlimited
Share classes
1-click
Investor exports
409A-ready
Valuation packages
US & CA
Company structures
Capabilities
Everything you need, built for enterprise workflows
Cap table management
Common, preferred, options, warrants, SAFEs, and convertible notes — modeled with precision.
Scenario modeling
Compare dilution across term sheets and layer multiple future rounds on top of today.
Waterfall analysis
Understand payout outcomes under liquidation preferences, participation, and caps.
Issuance workflows
Issue new shares, options, and convertibles with template documents and e-signature.
Stakeholder portal
Give investors and employees self-serve access to their holdings and documents.
Governance
Track board consents, shareholder resolutions, and voting rights in one place.
Investor records
Centralize subscription agreements, notices, and reporting for every investor.
Ownership reporting
Deliver clean, on-brand ownership reports at any point in time.
Workflow
How it works
01
Import
Migrate from spreadsheets or another provider in days, not months.
02
Model
Run dilution and waterfall scenarios for your next round.
03
Share
Grant permissioned views to investors, employees, and counsel.
04
Close
Issue new securities and log every round with a full audit trail.
FAQ
Frequently asked
Do you support both U.S. and Canadian entities?
Yes — Delaware C-Corps, LLCs, and Canadian federal and provincial corporations are fully supported.
Can our lawyers collaborate in-platform?
Yes — invite counsel with permissioned access and full audit logging.
Do you deliver 409A valuations?
We export 409A-ready packages; formal valuations are delivered through vetted partner firms.
Ready to move faster on equity & ownership management?
Talk to our team about rolling this out at your company.