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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Starter trial: card required, billed automatically after 14 days unless you cancel.

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.
Starter covers core records and ownership for one entity. Try it free for 14 days.

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.

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

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

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

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

Cap Table & Equity

Equity ledger, certificates and transfers on every plan. SAFEs, options and option pools from Growth.

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.

Plans & Pricing

Plans from Starter to Intelligence, with entity add-ons on every plan.

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 covers people, including shareholders, and share classes on every plan, plus option grants, warrants, restricted stock and SAFEs from Growth. You preview the rows before they are imported, then reconcile the result against your spreadsheet or previous platform.

You can try Starter free for 14 days. A card is required, and billing starts automatically when the trial ends unless you cancel. Starter includes core records and ownership for one entity: the minute book and registers, share certificates with QR status verification, current and fully diluted ownership, and the activity log. You can also start directly on Growth, Scale or Intelligence; those plans are billed from the start. Add entities to any plan as you grow, and choose Growth when you need SAFEs, options and financing scenarios.

29 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, Pennsylvania, Indiana, Wisconsin, Missouri, Maryland, Connecticut, and South Carolina), federal CBCA and all 10 Canadian provinces, and the United Kingdom. 41 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.

Start with clear records. Add equity tools when you need them.

Starter provides core records and ownership. Growth adds instruments and financial modelling. Scale adds transaction evidence, historical reconstruction and access controls.

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Starter trial: card required, billed automatically after 14 days unless you cancel.