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For founders: own your cap table, own your records.

Onboarding checklists, cap table calculators, share certificate guides, and SAFE and option resources for founders who want to own their records from day one.

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At a glance

Cap table accuracy is the founder's job, not the lawyer's.
Most early-stage records break at the first transfer, not at incorporation.
Octelligence Starter covers one corporation under 10 shareholders for $16/mo annual, with a 14-day free trial.

Why this hub exists

What founders get wrong about corporate records

Most founders treat the minute book as a thing the lawyer keeps in a binder. That works until you raise. Then the diligence list lands, your lawyer charges $400 an hour to assemble it, and you discover the share register has never matched your cap table spreadsheet.

The fix is not more spreadsheets. It is owning a single source of truth from incorporation, keeping it current after every transfer, and exporting it on demand. That's what Octelligence Starter is built for.

This hub is the curated path: read the primer, run the calculator, check your records against the health check, then move when ready.

Featured

Founder Onboarding Checklist

A 30-item checklist for getting a freshly incorporated company's records to investor-ready, in the first 90 days. Free, no signup.

Open the checklist

Start here

Start here

Cap Table Basics for Founders

What belongs in a cap table, what doesn't, and the line where founders stop and lawyers start.

Why most founders don't know who owns their company

Where ownership records typically drift from reality, and how to catch it before diligence does.

What is a corporate minute book?

Plain-language primer. What's inside, why investors and auditors ask for it, what 'current' actually means.

Tools you can run today

Tools you can run today

Cap Table Dilution Calculator

Model SAFE conversions, priced rounds, and option pool top-ups before signing a term sheet.

SAFE Conversion Simulator

See exactly how each outstanding SAFE converts at your next round. Pre-money vs. post-money, valuation cap vs. discount.

Corporate Records Health Check

Score your existing records against what diligence will ask for. Free, no signup.

Share Certificate Template (PDF)

A clean template if you're still issuing certificates manually. Better: issue them through Octelligence and skip the PDF.

Before your first transfer or financing

Before your first transfer or financing

How share transfers quietly corrupt ownership records

Why a transfer that 'just got done' often leaves the share register out of sync. What to fix before the next round.

Why ownership breaks without a timeline

The single most common reason cap tables fail diligence: no continuous record of who owned what, when.

From paper to verifiable ownership

QR-verified certificates and what they replace. Why a PDF in a folder is not the same thing.

Octelligence for founders

Octelligence for founders

Cap Table & Equity

Equity ledger, certificates, transfers, and SAFE/option pool tracking in one place.

Digital Corporate Records

Minute book, registers, resolutions, audit log. Built for a single corporation, scales to a portfolio.

Share Certificates

QR-verified certificates issued from the cap table, with cancellation and reissue tracked.

Starter at $16/mo annual covers one corporation under 10 shareholders, with a 14-day free trial. Growth is the typical tier once you raise.

Common questions

Frequently asked

Three things: confirm your articles and bylaws are on file, draft and sign the organizational resolutions (directors, officers, banking, share issuances), and stand up a clean share register that matches the share issuances. The Founder Onboarding Checklist walks through all 30 items in order.

Yes. Your lawyer keeps a copy. You should hold the master. When you raise, switch lawyers, or get acquired, you want to be the one with the live source of truth. That doesn't mean firing your lawyer. It means not depending on them for a copy of your own cap table.

Yes. CSV import for shareholders, share classes, and transactions. Most founders import an existing Carta or spreadsheet cap table and finish setup in under an hour.

Every new account starts with a 14-day free trial of Starter. Add a card to start; you're not charged during the trial. On day 15, we auto-bill $19/mo unless you cancel or pick Growth or Scale. You can cancel anytime before day 15 with one click. Starter covers one corporation, up to 10 shareholders, full minute book and share register, unlimited share certificates with QR verification, and the audit log. You move to Growth when you cross 10 shareholders or add a second corporation.

23 US states (Delaware, California, New York, Texas, Florida, Nevada, Washington, Massachusetts, Wyoming, Colorado, Utah, Illinois, New Jersey, Georgia, North Carolina, Virginia, Arizona, Tennessee, Minnesota, Oregon, Michigan, Ohio, and Pennsylvania), federal CBCA and all 10 Canadian provinces, and the United Kingdom. 35 jurisdictions in total. The platform handles Delaware C-corps, LLCs, and other US-state private corporations as the primary use case, with Canadian and UK coverage built in.

For founders

Start with Octelligence Starter. Free for 14 days, then $19/mo.

Card required, auto-billed $19/mo on day 15 unless you cancel. Cap table, minute book, share certificates. Move to Growth when you outgrow it.

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