Documentation | Octelligence

If you're new to Octelligence, the fastest path is to follow the guides in order. If you're coming from Carta, Pulley, or a spreadsheet, jump to the migration guide first.

Getting started

First steps

Cap table & equity

Set up share classes

Authorize common and preferred share classes, with voting rights and conversion ratios where they apply.

Convert SAFEs at a priced round

Track SAFEs with cap, discount, and MFN. Batch convert at your priced round and watch the dilution math land.

Stock options with vesting

Grant options with cliff and vesting schedules. Track exercises through to issued shares.

Warrants

Record warrants with strike price and expiration. Exercise into share certificates with one transaction.

Cap table scenarios

Model priced rounds, chain multiple raises, compare A/B, and share read-only public links with investors.

Cap table snapshots

Export CSV and branded PDF snapshots for closing binders, year-end, and diligence rooms.

Share certificates

Issue your first certificate

Generate a QR-verified share certificate with a public verification page banks and counsel can confirm without an account.

Record share transfers

Move shares between holders with a clean audit trail. Original certificate is revoked, new one issued automatically.

Records & compliance

Set up corporate records

Structured folders for documents, resolutions, ledgers, registers, financials, and compliance materials.

Directors & officers register

Track appointments, resignations, and terms across directors, officers, and board members.

Minute book & resolutions

Templated resolutions for appointments, issuances, and financings. Structured entries with signed-PDF attachments.

Filings calendar

Annual returns, transparency registers, and renewals with pre-due email reminders by jurisdiction.

Diligence exports

One signed, SHA-256 verifiable PDF with cap table, certificates, minute book, and registers for financings and M&A.

Team & access

Invite team members

Add users as Owner, Editor, or Viewer. Role-based access controls on Scale and Portfolio Licensing.

Two-factor authentication

Per-user TOTP setup with ten recovery codes, plus corporation-level enforcement on Scale.

Activity log

Every meaningful action recorded with actor, timestamp, and IP. Queryable and filterable.

Portfolio (firms)

Portfolio Licensing

Manage client corporations from one workspace. Foundation, Professional, and Institution tiers for firms.

Can't find what you need?

The docs cover the workflows most teams need on day one. If you hit a wall, the fastest path to an answer is a quick note. We read every one.

Contact support

Set up Octelligence in your corporation.