Trusted by
businesses worldwide
Join our cap table experience
5.0 out of 5
“Amazing onboarding experience.”
Keel R.
Small-Business, 50 or fewer employees
5.0 out of 5
“Excellent team and platform.”
Michalis P. (CEO)
Mid-Market, 51 – 1,000 employees
5.0 out of 5
“Seamless experience and amazing team.”
Daniel H. (Founder and CEO)
Small-Business, 50 or fewer employees
What our clients say about us
-
100%
say we have quality support
-
96%
find us easier to use than other solutions
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98%
find it easier to do business with us
Source: G2 at 29 May 2025
Facilitating your
fundraising needs
Your cap table is the very DNA of your company, but equity isn’t only about paperwork – it’s leverage. As a founder your job is to move fast and make decisions. Ours is to give you clarity, control and confidence. An accurate cap table means a solid foundation for growth. Our platform gives you the tools to run scenario modeling, help plan smarter raises and boost investor confidence.
Supporting the
start-up community
J.P. Morgan Workplace Solutions manages cap tables and employee stock plans for some of the world’s most dynamic start-ups and enterprise brands.
Our platform is designed to meet your changing needs as your company grows. From inception through funding rounds, to IPO and beyond track your investors, manage stock option plans and model future funding scenarios.
As a long standing partner of the venture capital community we support our clients with a comprehensive suite of software features and services, including:
See why our clients love us
Ease of Setup
9.4
Ease of Use
9.5
Ease of Admin
9.5
Quality of Support
9.9
Product Direction
9.9
Equity Management
9.1
Source: G2 at 29 May 2025
Cap table software designed with founders in mind
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Free, up to 40 users
We offer a range of pricing options, dependent on the number of stakeholders you want to add to the platform. Learn more about our pricing model and product features.
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Control your stakeholders’ access
The ability to segregate by role means investors, employees and other stakeholders only get to see the information that’s relevant to them, giving you full control of your data.
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Advanced financial modeling calculators
Run multiple investment scenarios simultaneously. Explore the outcome of potential fundraising rounds to understand the impact of dilution on your stakeholders. Break up proposed investment among new and existing investors. Bring transparency to the conversion of Convertible Notes and SAFEs. Model funding rounds all the way to IPO or exit.
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Scalability to match your ambitions
We believe there should be no restrictions on your company’s ambition. Our cap table software can help you grow from private to public, local to global, if and when you need it.
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409A valuations
Stay compliant with IRS regulations and help your company and employees avoid potential tax penalties. Run 409A valuations to determine fair market value (FMV) for stock options and other equity-based compensation.
Partner with an industry
leader today
4.9 out of 5,
based on customer reviews
Simple ownership
dashboard
Stay up-to-date with easy to read cap table dashboards and transparent, ownership data at your fingertips.
Engagement and
retention
Attract, retain, reward. Engage and motivate the top-quality staff that you’ll want onside to help your business succeed.
Excellent customer
support
We’re proud of our customer service model and don’t outsource our sales support.
Request a demo of
the platform that'll
help grow your business
Talk to us
CONTACT BLOCK
We’re here to make moving cap table providers as simple as possible.
Get in touch for a platform demo and learn more about J.P. Morgan Workplace Solutions.
Logos are trademarks of their respective owners and are used for illustrative purposes and should not be construed as an endorsement or sponsorship of J.P. Morgan Securities LLC.
All third-party companies referenced are shown for illustrative purposes only, and are not intended as a recommendation or endorsement by J.P. Morgan in this context.
Awards or rankings are not indicative of future success or results.