Equity & Stakeholders
Manage cap tables, financing and stakeholders from your share register, so ownership always agrees with the transactions behind it.
- Cap tables and ownership
- Financing instruments
- Stakeholder access
- Governance and approvals
Everything you need to manage ownership, equity and stakeholders.
Cap table management
Track ownership, share classes, issuances and transfers, with current and fully diluted views built from the share register.
Financing instruments
Manage SAFEs, stock options and option pools, restricted stock and warrants, with vesting and conversions recorded as they happen.
Stakeholder access
Give shareholders and option holders a read-only view of their own holdings, certificates and shared documents in Equity Vault.
Governance and approvals
Link each issuance, transfer and grant to the approval behind it, and see which transactions are still missing one.
From first instrument
to issued shares.
SAFEs, options, restricted stock and warrants sit beside the shareholders they affect, so fully diluted ownership reflects everything on the books. Every instrument is included on every plan.
-
1
Record
Enter each instrument with its terms.
- SAFEs with valuation cap, discount and MFN terms
- Stock options and option pools
- Restricted stock and warrants
-
2
Vest
Schedules tracked on the same record.
- Vesting schedules for options
- Reverse vesting and a repurchase right on restricted stock
-
3
Convert
SAFEs and exercises become shares.
- SAFEs converted in one priced-round batch
- Option exercises through to issued shares
-
4
Issue
Register, cap table and certificate in step.
- Certificates with a QR code and public verification link
- Transfers revoke the old certificate and issue a new one
Model the round before you sign.
Build financing scenarios on the cap table you already have, compare two outcomes side by side and estimate how an exit could distribute proceeds. Scenarios stay separate from your recorded transactions.
- Multi-round chains, from seed through priced rounds
- Priced-round SAFE conversion, previewed before anything is recorded
- Exit waterfalls with liquidation preferences
- Scenario links, and cap table and scenario PDF exports
Series B, $5,000,000
Scenario A
$20,000,000 pre-money
- Price per share
- $2.00
- New shares
- 2,500,000
- New investors
- 20.0%
- Common shares
- 57.9%
Scenario B
$25,000,000 pre-money
- Price per share
- $2.50
- New shares
- 2,000,000
- New investors
- 16.7%
- Common shares
- 60.3%
Illustrative figures. No option pool increase.
Clear for holders.
Traceable for your team.
The people who hold your equity and the people who maintain it work from the same register.
Equity Vault for holders
Shareholders and option holders see their own holdings, certificates and the documents you choose to share, read-only. They don't take up Ledger user seats.
Every plan
The approval behind each transaction
Link issuances, transfers, option grants and dividends to the resolution or consent that approved them. Transactions without one are flagged, so gaps surface before diligence does.
Every plan
Ownership at any past date
Reconstruct issued-share ownership at a past date from the recorded transactions, compare two dates and export the result as PDF or CSV.
Scale and above
Multi-entity plans include the same features tier for tier. Compare every feature by plan
Bring your cap table into the record.
Start from your share register and see current and fully diluted ownership, with every instrument and approval beside it.