Free for up to 100 stakeholders
Your cap table
management solution
Simplify investor and stock plan administration into a straightforward and intuitive experience. Reduce the risks of manual error. Manage investors, VC funding, employee equity and 409a valuations from one central location.
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01
Simplify cap table administration
The cap table is the very DNA of your company and contains everything a potential investor needs to know about the ownership. The more your company grows, the more complicated this becomes. An accurate cap table means a solid foundation for growth.
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02
Prepare for future founding rounds
With valuable reporting features simplicity is key. Use cap table modelling to understand the impact that future funding rounds could have on the structure and ownership of your company, while accurately tracking existing VC investor details and employee share plans.
Simple cap table management
Spreadsheets are no place to manage your cap table. Simplify complex administration and time-consuming tasks into a straightforward and intuitive experience. Cut down on manual processes and stay on top of this information confidently.
Round modeling
Facilitating your fundraising needs. Run multiple investment scenarios simultaneously, to understand the impact of dilution on all your stakeholders. Bring transparency to the conversion of Convertible Notes or SAFEs and display the percentage change in equity ownership across each shareholder line.
Manage vesting schedules
Display detailed vesting schedule breakdowns prior to publishing a grant. Edit individual vesting tranches on both share transaction and grant lines to support ad hoc and complex vesting instances.
Grant acceptance workflow
Take your grant acceptance workflow online with simple drag and drop fields. Create the approval process that works for you. Give employees the power to accept their grants online and see the benefit as your company grows.
Peace of mind for your data
Accuracy. Data integrity. Reliability.
We’re ISO 27001 certified so you can be confident that your information is secure.
Access to JPM services
Gain access to a suite of wider J.P. Morgan offerings, such as Banking, Funding and Wealth Management if and when the need arises.
Why choose us?
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Scalable
Go from private to public, local to global, in one system. This is cap table management and administration simplified, meaning when the time comes, if you decide to take your company through a liquidity event, and beyond, you’re covered.
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Engagement & retention
Attract, retain, reward. Stand out from competitors to engage and motivate the top quality staff, VCs and investors that you’ll want onside to help your business succeed by giving them a genuine stake in your company’s future.
Find out how we can help streamline your cap table management
Schedule 1:1 demo
CONTACT BLOCK
Schedule a 30 minute call with one of our cap table
specialists to learn more about our solution.
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