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Jurisdictions and entities
Which jurisdictions does Octelligence support?
First-class support means full templates and validation for:
- Canadian federal corporations (CBCA)
- Canadian provincial corporations (Ontario, BC, Alberta, Quebec, and others)
- US Delaware C-corps and LLCs
- US corporations in other states
- UK private limited companies
EU jurisdictions are supported for cap table management and verifiable certificates. Minute book templates vary by country — contact us if you need a specific jurisdiction validated before signing up.
Does Octelligence work for LLCs or only corporations?
Both. LLCs use units instead of shares; Octelligence handles the terminology automatically based on the entity type.
Can I manage multiple corporations from one account?
Yes. Starter includes one entity, Growth up to three, Scale up to five, and Intelligence up to 15. You can add entities to any self-service plan at your plan's add-on price, so you don't need a higher plan just to manage more corporations. See Plans & limits.
Versus other tools
How is Octelligence different from Carta, Pulley, Mantle, and Cake?
Octelligence is the only platform in this category that handles cap table and corporate records (minute book, share certificates with verification, filings calendar) in one system. Carta, Pulley, Mantle, and Cake are cap-table-focused. They cover equity well, but founders pair them with a separate minute book solution — usually Google Drive, sometimes counsel's filing cabinet — and reconcile by hand.
For detailed comparisons see our comparison pages.
Can I keep using my existing tool alongside Octelligence?
You can, but most customers find that maintaining two systems creates more problems than it solves. The reconciliation overhead grows with every issuance. Most teams pick one system as the source of truth and use the other only in read-only mode until the subscription expires.
Cap table and equity
Does Octelligence support SAFE conversions?
Yes — batch SAFE conversion at priced rounds with cap, discount, and MFN handling. See Convert SAFEs at a priced round.
Does Octelligence support convertible notes?
Yes, with interest accrual, maturity, and qualified-financing conversion handling.
Stock options with vesting?
Yes — ISOs, NSOs, and stock options in non-US jurisdictions, with cliff and standard four-year vesting plus custom schedules. See Stock options with vesting.
Does Octelligence handle 409A valuations?
Not directly — we don't perform 409A valuations. We integrate with the data and document side: storing the valuation report, applying the resulting strike price to subsequent grants, and surfacing the valuation expiry date as a filings-calendar reminder.
Do you support waterfall analysis for exit modelling?
Yes, on Growth and above.
Share certificates
Are Octelligence certificates legally valid?
Yes. Octelligence certificates include all elements required by Canadian and US corporate statutes (corporation name, holder name, share class, number of shares, issuance date, certificate number, signature block). Most jurisdictions allow electronic share certificates; some require a corresponding board resolution authorizing electronic issuance, which Octelligence drafts automatically.
What is QR verification?
Every Octelligence certificate has a QR code that points to a public verification URL. Scanning the code shows the certificate's current status (active, superseded, or revoked) and the basic ownership details. Banks, auditors, and counsel use this to confirm a certificate is current without needing an Octelligence account. Verification shows the certificate's status against the recorded register; it does not replace review of the underlying records.
Can I brand certificate verification?
Yes, on Intelligence, which includes branded certificate verification and bulk certificate PDFs. Certificate generation, QR status verification and certificate lifecycle management are included on every plan.
Corporate records
What's in the minute book?
Meeting minutes (board, shareholders, committees) and written resolutions. Each entry is structured (date, type, attendees, topics) and includes the signed PDF.
Do you template common resolutions?
Yes — director appointments, share issuances, option grants, financing approvals, dividend declarations, and others. Templates are jurisdiction-specific.
Can my lawyer draft resolutions in Octelligence?
Yes. Invite them as Editor and they can draft resolutions, edit minute book entries, and prepare certificates. If you want them to review without making changes, invite them as Viewer instead.
Security and data
How is data secured?
Data is encrypted at rest (AES-256) and in transit (TLS 1.3). Two-factor authentication (TOTP with recovery codes) is available to every user, and Owners on Scale and above can enforce 2FA for every team member on a corporation. Every meaningful action is logged with the actor, timestamp, and IP. Backups run continuously and are retained for 90 days.
Where is data hosted?
Documents are stored in the United States, Canada or the European Union, according to the region assigned to each entity when it is created. The application database and processing are hosted in the United States.
Who owns my data?
You do. You can export your records in standard formats, including CSV, PDF and Word, at any time. If you cancel, you can still export your data for up to 90 days after your subscription ends.
Do you offer an API?
No. Octelligence does not offer a public API. Records come in through CSV import and go out through CSV, PDF and Word exports; see Integrations.
Pricing and plans
Is there a free trial?
Yes. Try Starter free for 14 days, or start directly on Growth, Scale or Intelligence. Starter trial: card required, billed automatically after 14 days unless you cancel. Starter includes one entity, QR-verified certificates, share transfers, and Word, PDF and CSV exports.
How do I move my records from another tool?
Follow Migrate from another tool. Migration is self-serve on every plan: CSV import covers corporations, people, share classes, option grants, warrants, restricted stock and SAFEs, and you record historical issuances and transfers with their original dates before reconciling against your source totals.
How do plans and entity add-ons work?
Choose your plan for its capabilities: Starter maintains the record, Growth adds advanced equity and modelling, Scale adds evidence and history, and Intelligence adds relationships across entities. Each plan includes a number of entities (Starter 1, Growth up to 3, Scale up to 5, Intelligence up to 15), and you can add entities to any self-service plan at your plan's add-on price. An added entity receives your plan's capabilities only; it does not add users, saved scenarios or features. For contract-defined capacity or dedicated onboarding, talk to us about Enterprise. See Plans & limits.
Can I pay annually?
Yes. Annual billing is available on Starter, Growth, Scale and Intelligence and saves at least 15% compared with monthly billing. Billing-cycle changes follow the applicable subscription terms. Enterprise billing is agreed in the contract.
Support
How do I contact support?
Email support@octelligence.com or use the in-app help widget. Starter and Growth include email support; Scale and Intelligence include priority email support.
Is dedicated onboarding available?
Dedicated onboarding is part of the contracted Enterprise offering, together with contract-defined capacity. Talk to us about Enterprise.
Where do I report a security issue?
security@octelligence.com. Responsible disclosure details are at octelligence.com/security.