Every share. Every decision. One record.
Keep your minute book, share register, cap table and approvals connected, from incorporation through every financing round.
From incorporation to exit.
Every stage adds to the same record, so nothing has to be rebuilt when a bank, an investor or an acquirer starts asking questions.
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1
Organize
Structure the record from day one.
- Minute book, registers and templates
- Directors, officers and board members
- Resolutions signed without a login and filed to the minute book
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2
Issue and grant
Shares, certificates and equity for your team.
- Share certificates with QR status verification
- Stock options, option pools and vesting
- Restricted stock and warrants
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3
Raise
Model the round before you sign it.
- SAFEs converted in a batch at a priced round
- Financing scenarios compared side by side
- Exit waterfalls with liquidation preferences
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4
Diligence
Answer questions with evidence, not a search.
- Record Graph from transaction to supporting records
- Ownership and governance on any past date
- Compliance Dossier for audits and diligence
Scale and above
A cap table that agrees with the register.
Every issuance flows from the share register, so the cap table, certificates and records never disagree. Model a round, convert SAFEs in a batch and compare outcomes before anything is recorded.
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.
Give every holder a clear view.
Equity Vault gives shareholders and option holders a read-only view of their own holdings, certificates and the documents you choose to share, from the same record your team maintains.
Your holdings
- Common shares, 120,000Certificate C-07Verified
- Stock options, 40,000Granted Dec 3, 2025Granted
- Shareholders' agreementShared Jan 20, 2026
- Option agreementShared Dec 3, 2025
Read-only. Each holder sees only their own holdings.
Plans that grow
with your company.
Every plan covers the records, equity and approvals above. Higher plans add the evidence and history diligence asks for, then oversight across a holdco and its subsidiaries.
Growth
The minute book, registers and certificates, the cap table with SAFEs, options and warrants, financing and exit scenarios, and compliance reminders.
Scale
Adds Record Graph, ownership and governance at any past date, the Compliance Dossier and role-based access.
Intelligence
Adds Entity Relationships, Structure Scenarios, Corporate Oversight and Corporate Intelligence Reports.
Stakeholder limits, users and prices are on the pricing page, and Enterprise covers contract-defined requirements. See plans and pricing
Running a holdco with subsidiaries? Add them to any company plan. For holding companies and corporate groups
Be ready for what comes next.
From your first share issuance to a financing, a restructuring or due diligence, keep your corporate records, ownership and governance connected.