If you are running a startup and not using this, you are failing.
I absolutely love the tight relationship it presents between the transaction and the documentation, as opposed to going into DocuSign and pulling the doc across as a PDF.
The product seems like a perfect way for somebody who doesn't have resources for a bunch of legal help to set up and understand their cap table.
With all your options and securities in one place along with their documents, it’s easy to share the right information with the right people.
Other online cap table solutions require substantial support and paperwork filing from your lawyers, even to take basic actions in the software. We don’t. You and your lawyers will appreciate it, and so will your bank account.
Our software offers a full suite of cap table management tools, modeling for rounds and exits, 409A valuations, and ASC718s. Issue options, easily see your cap table at any point in time, and share customizable views with stakeholders.
Next-day valuations that stand up to Big 4 scrutiny, prepared by the experts at Preferred Return. We’ve delivered over 2000 valuations and our coverage keeps you protected under Safe Harbor with free annual refreshes and updates upon material changes.