Cap Table & Equity
Management

Streamline Your Fundraising

CapTablePro empowers startups and growth-stage companies to manage their capitalization tables with precision and confidence. Whether you're preparing for a seed round, Series A, or a complex equity financing, CapTablePro simplifies the process.

From term sheet to closing, CapTablePro turns cap table chaos into clarity—so you can focus on growing your business, not wrangling spreadsheets.

📊 Automating Equity Calculations: Eliminate spreadsheet errors with real-time updates and scenario modeling for pre-money and post-money valuations.

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🔍 Enhancing Transparency: Provide investors and stakeholders with clear, accurate ownership breakdowns—before and after financing events.

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🧩 Supporting Complex Transactions: Easily model convertible notes, SAFEs, option pools, and equity grants to understand dilution and future ownership.

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📁 Ensuring Compliance: Stay audit-ready with built-in regulatory support and secure documentation of every equity move. From term sheet to closing, CapTablePro turns cap table chaos into clarity—so you can focus on growing your business, not wrangling spreadsheets.

🧮 Automate Grant Tracking: Manage stock options, RSUs, SARs, and custom award types with precision and real-time updates.
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📋 Ensure Compliance: Stay aligned with tax, legal, and securities regulations through built-in reporting tools and audit-ready documentation.
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🔄 Coordinate Across Teams: Facilitate seamless collaboration between HR, finance, legal, and external advisors with centralized data and workflows.

📊 Empower Employees: Provide intuitive dashboards and clear communication to help employees understand and engage with their equity compensation.

Stock Plan Administration

CapTablePro transforms stock plan administration into a streamlined, scalable process—perfect for companies managing employee equity programs across departments and jurisdictions. Whether you're issuing stock options, tracking vesting schedules, or preparing for audits, CapTablePro helps you.

From onboarding to vesting to exercise, CapTablePro delivers clarity, control, and confidence—so your stock plan runs smoothly and scales with your growth.

Cap Table Audits

CapTablePro makes cap table audits seamless, accurate, and stress-free—ensuring your equity records stand up to investor scrutiny, legal reviews, and financial due diligence. Whether you're preparing for a financing round, M&A, or internal compliance check, CapTablePro helps you.

With CapTablePro, cap table audits become a strategic asset—not a last-minute scramble. Gain confidence in your equity structure and keep your company audit-ready at every stage of growth.

🧾 Validate Ownership Records: Reconcile historical transactions, equity grants, and stakeholder data to eliminate discrepancies and ensure accuracy.

📚 Centralize Documentation: Maintain a secure, organized repository of equity agreements, board approvals, and transaction histories for easy audit access.

⚖️ Ensure Regulatory Compliance: Stay aligned with SEC, IRS, and local jurisdiction requirements through built-in audit trails and compliance checks.

📈 Generate Insightful Reports: Produce detailed audit-ready summaries and cap table snapshots tailored for legal, financial, and investor stakeholders

Cap Table & Equity Management

Streamline Your Fundraising

Stock Plan Administration

Cap Table Audits

Get in touch

Cap Table & Equity
Management