Cap Table and Shareholder Recordkeeping
Easy-to-use solution for tracking the history of your funding, investors, issuances, cancels and corporate actions.
Cap Table Management Software Features
Securities and Shareholder Management
Create, issue, transfer, restrict and cancel securities of any type
Track Cost Basis
Place and lift both individual and Class restrictions and releases
Control all securities issuances with Class and Plan Reserves
Funding & Capitalization Reporting
Manage and model all funding events, instruments and restrictions
Calculate partial and full dilution
Track all investor activity
Liquidation and acquisition modeling
Corporate Action Processing
Perform Class conversions
Calculate splits, dividends, interest payments
Manage exchanges, acquisitions, payouts, liquidations, etc.
Ease of Use
Integrated with the equity compensation plan module to automatically keep your plan and cap table in balance
Manage multiple entities with a single log-in
Maintain documents in one easy-to-access place