Corporate records & equity, verified

Corporate records and equity, in one platform.

Octelligence keeps your corporate records, share register, and cap table in one structured system. Every issuance, transfer, and conversion stays tied to the record, ready when counsel, auditors, or investors ask.

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Cap table with fully-diluted ownership, options, warrants, and SAFE conversion summary

Everything included: Corporate Records Directors & Officers Shareholders Share Certificates Cap Table Scenarios SAFE Notes Options & Warrants Share Transfers Compliance Reminders

Corporate Records

A structured corporate record, not a pile of PDFs.

Every corporation gets a proper set of digital corporate records (or minute book, depending where you incorporated) with pre-built folders for corporate documents, resolutions, ledgers and registers, financials, agreements, and compliance.

Pre-structured folders mirroring a real set of corporate records
Ledgers and registers for directors, officers, shareholders, and more
Upload, organize, and version every governance document
Download a full corporate records package in one click

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Minute book folder structure with Corporate Documents, Minutes and Resolutions, Ledgers and Registers, Financial Records

Directors, Officers & Shareholders

Every person on the record, with the evidence behind them.

Keep structured registers for every role that sits on your corporate record. Appointments, resignations, and changes are tracked with dates, documents, and a clear history.

Directors, officers, board members, and shareholders in one place
Appointment and resignation dates tied to supporting documents
Role history preserved for every individual on the record
Export registers for counsel, audit, or filings

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People Directory showing directors, officers, and shareholders for a single corporation

Share Classes & Certificates

Every class, every issuance, every certificate accounted for.

Authorize share classes, track issued and available shares, and issue certificates that carry real proof. Each certificate links to a public verification page that anyone can check without an account.

Authorized, issued, and available shares at a glance
Voting, non-voting, and preferred class distinctions
QR-verified certificates backed by your register
Bulk issuance, transfers, revoke and reissue lifecycle

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Document Templates

Stop drafting registers from scratch.

Every set of corporate records needs the same structural documents. Octelligence ships with curated templates for registers, ledgers, bylaws, and shareholder agreements that stay connected to your corporation.

Register of Directors, Officers, Shareholders, Board Members
Shareholder Ledger, Share Transfer Register, Debt Obligation Ledger
ISC and PSC registers where required
Governance documents: corporate bylaws, shareholder agreements

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Document templates including Register of Directors, Officers, Shareholders, and corporate bylaws

Equity tools, in detail

Every equity instrument a private corporation actually uses, in one platform.

Most cap table software is a spreadsheet with a UI. Octelligence builds it from your live share register, with the equity instruments and timeline a real corporation needs, whether you're issuing your first share or modeling your next round.

Equity Timeline & charts

See ownership evolve through every issuance, transfer, and conversion. Charts and a complete timeline tell the whole story of your equity, in one view.

SAFE notes

Track every SAFE with cap, discount, and conversion terms. When you raise priced, convert all outstanding SAFEs in one batch and see the dilution land on your cap table.

Stock options & warrants

Grant options with vesting schedules, track exercises, and manage warrants and option pools. Fully-diluted ownership reflects every grant on the book.

Share transfers

Record secondary transfers, revoke and reissue certificates, and keep a clean audit trail tying every share back to its original issuance.

Cap Table & Financing

A real cap table.
Not a spreadsheet you'll regret at term sheet time.

Model priced rounds, convert SAFEs in batches, track options and warrants on vesting, and compare two scenarios side by side. Every issuance flows from your share register, so the cap table is always tied to the record.

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Cap table with shareholders, share classes, and ownership percentages

Verification & Trust

Records your bank, auditor, and counsel can actually verify.

Every share certificate carries a public verification link. Every document has a signed execution certificate. Every change is logged. Proof, not paperwork.

Verifiable certificates

Each share certificate has a unique public URL. Anyone can confirm its status without logging in.

QR-based access

QR codes on certificates take banks and counsel straight to the verification record.

Signed execution

Every electronically executed document generates a tamper-evident execution certificate.

Share-link access audit

Public scenario links and certificate views are logged. See who looked, when, and from where, with optional IP allowlisting.

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Who it's for

Built for the people responsible for corporate records

Established corporations and holdcos keeping records and equity current. Founders getting it right from day one. Law firms and accounting practices standardizing client work.

Private corporations & holdcos

Established corporations and holding groups keep records, share registers, and ownership current. Up to 25 entities under one organization with role-based access and longer audit retention.

For holdco owners

Founders & startups

Get the structure right from incorporation. Templates, share classes, and verified certificates from day one. Cap table tools for SAFEs, options, and priced-round scenarios when you raise. Try Starter free for 14 days.

For founders

Law firms & paralegals

Deliver structured corporate records and clean cap tables for every client file. Standardize firm-wide with branded outputs, controlled access, and one export ready for handoff.

For paralegals

Accounting firms

Manage corporate records across your client portfolio. Year-end ready ledgers and registers, audit-ready exports, and the same record clients' counsel and lenders can verify.

For accountants