Pick the right cap table, minute book, or corporate records software
Seven buyer guides covering cap table software (general, by jurisdiction, and for law firms), minute book software, and corporate records software. Scored on pricing, jurisdiction depth, governance integration, and workflow fit. Written for founders, counsel, and CFOs who'd rather see the trade-offs than another feature checklist.
Cap table software buyer guides
Start with the general guide, then drill into your jurisdiction or audience. Each guide scores the same products (Octelligence, Carta, Pulley, Mantle, Cake Equity, plus regional specialists where they exist) against the constraints that actually matter where you operate.
The general buyer's guide. Seven products (Octelligence, Carta, Pulley, Mantle, Cake Equity, Eqvista, AngelList Stack) scored on pricing, jurisdiction depth, governance integration, scenario modelling, and law-firm workflow.
Read: TLDR recommendations by use case plus a full feature matrix.
DGCL-specific. DGCL § 219 stock ledger discipline, § 242 amendment thresholds, § 204 ratification mechanics, ISO/NSO designation discipline, US securities-law exemption tracking.
Read: recommendations by stage for US-incorporated venture-backed startups.
CBCA, OBCA, BCBCA, QBCA specific. CCPC option taxation under ITA s. 7 with s. 7(1.1) deferral, ISC register integration, Quebec French support, provincial filing rhythm.
Read: recommendations for Canadian-incorporated and dual-jurisdiction startups.
Companies Act 2006, EMI, PSC, SEIS/EIS. EMI option support with HMRC 92-day notification, PSC register integrated with confirmation statement, ASA handling for SEIS/EIS, Companies House filing rhythm.
Read: recommendations including UK-built specialists (Capdesk, SeedLegals, Ledgy, Vauban).
Portfolio licensing. Firms managing 25 to 500+ client corporations: branded workspaces, multi-client management, multi-jurisdiction support, billing flexibility, audit-grade controls.
Read: Octelligence Portfolio Licensing vs. Athennian vs. Carta Law vs. enterprise alternatives.
Minute book and corporate records buyer guides
Cap tables are only half the picture: the minute book and the broader corporate records bundle are what diligence asks for. Two guides covering the named-statutory record (minute book) and the wider corporate-records discipline.
The Canadian and UK framing. Same vendors, same trade-offs, viewed through CBCA, provincial Acts, and the UK Companies Act. Includes PSC and ISC register coverage notes.
Read: recommendations for Canadian holdcos, UK private limited companies, and multi-jurisdiction groups.
The buyer's guide. An honest comparison of every credible corporate records option, Octelligence, Athennian, Diligent, Carta-plus-shared-drives, by use case, by stage, by jurisdiction.
Read: recommendations by founder, counsel, firm size, and jurisdiction.
Head-to-head comparisons
Looking for a one-to-one comparison rather than a multi-product buyer's guide? The alternatives page covers nine head-to-head comparisons: Octelligence vs. Carta, Pulley, Mantle, Cake Equity, Athennian, Stripe Atlas, Clerky, shared drives, and spreadsheets.
See head-to-head comparisonsTell us about your corporation in a sentence or two. If Octelligence isn't the right fit, we'll say so and point you at the platform that is. Free for one corporation if it turns out to be us.