Cap table software built from your live share register, not a spreadsheet you'll regret.
Most cap tables drift from the share register the moment a SAFE lands. Octelligence is cap table software built from the same register that backs your certificates. Every issuance, transfer, SAFE, option, and warrant flows through one source of truth, whether you're issuing your first share or modeling your next round.
Spreadsheets work fine, until they don't
The spreadsheet cap table is the universal first version. It works while you have one founder, one share class, and a handshake. It stops working the moment you have three SAFEs with different caps, an option pool, a warrant from your bank, and a term sheet asking for a fully-diluted view.
By then, the spreadsheet has drifted from your register. The certificate numbers don't match. Someone exercised options last quarter and nobody updated the file. The lawyer sends a redline and you spend the weekend reconciling instead of negotiating.
Octelligence removes the divergence. Issuances flow from your share classes. SAFEs and options live next to your shareholders. Scenarios run on the same data. The cap table is always tied to the record, not a separate spreadsheet someone forgot to update.
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Two sources of truth
The register says one thing. The cap-table tab says another. Diligence finds the gap.
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SAFE conversions done by hand
Cap, discount, MFN. One bad cell formula and the priced round math is wrong.
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Vesting tracked nowhere
Options granted but not tracked through cliffs and exercises. Fully-diluted is a guess.
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No audit of who saw what
A cap table emailed as XLSX leaves no record of which investor viewed which version.
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No record of who authorized what
The issuance sits in the sheet. The board approval that allowed it is nowhere. Diligence asks for both.
Every SAFE, every term, every conversion accounted for.
Track every SAFE on the books with valuation cap, discount, MFN clauses, and conversion status. When you raise priced, convert all outstanding SAFEs in one batch. Each conversion creates a real preferred share issuance on your register.
- Cap, discount, and MFN tracked per SAFE
- Outstanding vs converted views
- Batch conversion at priced round
- Conversion creates real share issuances on the register
Model the round before you sign the term sheet.
Build saved scenarios with multi-round chains: seed, priced A, priced B. Run two scenarios side by side and compare dilution dollar-for-dollar. Convert all outstanding SAFEs in one priced-round batch and watch the math land.
- Saved scenarios with multi-round chains
- A vs B comparison: same starting cap table, two outcomes
- Priced-round batch SAFE conversion with cap and discount handling
- Public scenario links with access audit log
Vesting, exercises, warrants, and pools, tracked, not estimated.
Grant stock options with cliff and vesting schedules. Track exercises through to share issuance. Manage warrants from investors and lenders. Define and adjust your option pool. Fully-diluted ownership reflects every grant on the books.
- Cliff and vesting schedules with vested calculations
- Exercise lifecycle from grant to issued share
- Warrants for investors, lenders, advisors
- Option pool sizing tied to cap-table dilution
Founder and early-hire shares, issued with reverse vesting built in.
Issue restricted stock awards as real shares on the register, subject to a repurchase right that lapses on a reverse-vesting schedule. Track the vested and unvested split as the clock runs, so a founder departure never leaves the cap table guessing who keeps what.
- Restricted stock issued as shares on the register, not a promise
- Reverse-vesting schedules with cliffs and company repurchase rights
- Vested vs unvested split tracked as the schedule runs
- 83(b)-ready: check your window with the 83(b) election timing tool
Every transaction backed by the authorization that approved it.
A cap table records what happened. Octelligence also records who approved it. Every issuance, transfer, option grant, restricted stock award, and dividend declaration links to the board authorization behind it, so the answer to "who authorized this?" is a document, not a search.
- Issuances, grants, transfers, and dividends tied to their authorization
- The resolution that approved a transaction sits next to the transaction
- Diligence-ready: no reconstructing approvals on a closing calendar
- Read the field notes: who authorized this issuance?
Secondary transfers without breaking the chain of title.
Record secondary share transfers between holders. Revoke and reissue certificates with a clean audit trail. Every transfer ties back to the original issuance, so chain of title stays intact for diligence and audit.
- From-and-to transfers with full audit trail
- Original certificate revoked, new certificate issued automatically
- Chain of title preserved through every change
- Activity log records who, what, when, and from where
Share the cap table without losing control.
Public scenario and certificate links are first-class. Investors and counsel see exactly what you want them to see, and you get a record of every view.
Send scenarios and cap-table snapshots by URL. No XLSX attachments floating around inboxes.
See who opened the link, when, and from where. Know which investor saw which version.
Restrict scenario links to specific IPs on Scale. Useful for sensitive diligence rooms.
Pull access on a shared scenario or expire a link. The data stays with the corporation.
Cap-table tools across every plan
Free gives you the share register. Starter adds the basic cap-table view and up to three SAFEs. Growth unlocks scenarios, options, warrants, and batch SAFE conversion. Scale adds branded outputs and IP allowlisting.
Start a 14-day free trial, populate your share register, and try the cap table in your own corporation. Upgrade to Growth when you raise.