Book a demo

Free tools for equity and corporate records.

Calculators, planners and self-checks for founders, counsel and finance teams. They run in your browser, and many can email you a PDF of the result.

Tools
16
Fundraising models
5
Tax tools, US and Canada
4
Records and governance checks
4

16 tools

Fundraising and dilution

Model what a SAFE, a priced round or an exit does to ownership.

SAFE Conversion SimulatorModel how a post-money SAFE converts at a priced round, by cap or by discount, and how ownership shifts.CalculatorOpen the tool Multi-SAFE Batch SimulatorStack several post-money SAFEs with their own caps and discounts and see how the batch converts.CalculatorOpen the tool Cap Table Dilution CalculatorModel a priced round and see ownership before and after, across founders, investors and the option pool.CalculatorOpen the tool Option Pool PlannerSize the pool, track grants against it, and compare a pre-money and a post-money top-up.PlannerOpen the tool Liquidation Preference WaterfallSee how exit proceeds flow through a preferred stack, with 1x to 3x preferences, participating or not.CalculatorOpen the tool

Tax

Deadlines and treatments that turn on US or Canadian tax rules.

83(b) Election Timing CheckerConfirm the 30-day IRS deadline and compare the tax with and without the election.Checker · USOpen the tool ISO vs NSO Designation FlowWalk the IRC § 422 requirements for an option grant, one question at a time.Decision flow · USOpen the tool QSBS Exclusion CalculatorModel the IRC § 1202 exclusion on qualified small business stock at exit.Calculator · USOpen the tool Section 85 Rollover PlannerModel a tax-deferred transfer of property to a Canadian corporation: the elected amount and the cost base of the shares received.Planner · CanadaOpen the tool

Filings and governance

Deadlines, filings and board obligations by jurisdiction.

Annual Filing LookupPick a jurisdiction and see the annual return deadline, fee, late penalty and governing statute.ReferenceOpen the tool Annual Compliance CalendarGenerate a 12-month calendar of corporate filings for a jurisdiction, downloadable as an .ics file.GeneratorOpen the tool Board Governance ChecklistA checklist for your jurisdiction and corporation profile: meetings, resolutions, conflicts, committees and audit.GeneratorOpen the tool

Records and governance checks

Score your records and governance, and get a list of what to fix.

Corporate Records Health CheckTen questions, an instant score and where your records would hold up in diligence.Diagnostic · 2 minutesOpen the tool Ownership Integrity AuditEnter four totals from your records; it checks whether they reconcile and names the drift.Audit · under a minuteOpen the tool Diligence Readiness AssessmentEighteen questions across the five areas diligence counsel reviews, with a remediation list.Assessment · 4 minutesOpen the tool Governance Maturity Self-AssessmentTwenty-eight questions scored against the Governance Maturity Framework, placing you in one of four tiers.Assessment · 10 to 15 minutesOpen the tool

Documents, not calculations?

Templates Resolutions, bylaws, agreements and a share certificate to download, by jurisdiction. How-to guides Step-by-step procedures for issuing shares, passing resolutions and preparing for diligence. Research The frameworks behind the self-assessments, with their methods in full.

The tools give estimates for planning. They aren't tax, legal or financial advice, so check results with an adviser before acting on them.

From a model to the record.

Octelligence manages corporate records, equity and governance together, so ownership changes can be traced to the decisions behind them.

Book a demo See plans and pricing