Our solutions provide a single source of truth for equity management, corporate governance, and diligence by automating the updates and organization of your data and documentation. Unlike cap tables maintained manually on spreadsheets, cap table management software is hosted online on secure servers. A vendor's overall customer success score is reached via a weighted average of their Content, Market Presence, and Company Scores. To help you choose the best system for your startup, we've collated a list of, 2021's top 10 cap table management software programs, 5 Criteria Founders Should Consider When Choosing a Cap Table Tool, An equity management system should help you automate and streamline the complexity of the. Forms Every company is different. Our cap table software can easily support your most complex case. Legal issues are also . #1 Cap Table Management Software for Private Companies Diligent Equity is an easy-to-use platform for equity management that you can get up and running quickly. Check your inbox or spam folder to confirm your subscription. As all of our options, terminations and transactions are managed in Diligent Equity, we know that the ASC 718 reports we create with Diligent are correct and have taken all factors into consideration and can send them directly to our auditors. Insert your e-mail and we will send you news about business. GET STARTED Accurate Cap Table Option Administration Compliance Reporting Scenario Modeling Keep Your Cap Table Accurate You cannot afford to misplace or let anyone tamper with this data. Increase your chances of success with our cap table management software, valuation services, and startup finance education. There are many benefits to moving from spreadsheets and using cap table management software including: software-based cap tables can help to automate manual tasks such as scenario modelling and equity calculations; there can be multiple software users accessing and using the cap table, so it acts as a single source of information . We will discuss more why Eqvista is the best compared to the existing products in the industry in the following section. This article explores the important role of cap table management in a business and presents a comparative study of the best cap table management software in the market. This is the core of it. At AbstractOps, we help founders like you automate and streamline back office functions so you can focus on what matters. Cap table software. The technology of specialized cap table management software is a recent inclusion in the business world. Save legal costs by quickly understanding the impact of your funding. The cap table management software provider can function as your transfer agent and assist you to apply for DTC eligibility, begin and finish your IPO, trade securities on OTC markets and national stock exchanges, and prepare for annual meetings. The company's platform offers predictive insights into the biggest cause for breaches and incidents in the cyber realm, enabling clients to have a platform that assures cyber security and human risk factors. Typically, Cap Table Management involves managing these evolutions. Learn more about Rundit Save We'll help you choose the right cap table system for your startup. Manage your funding rounds including convertible debt and SAFE agreements. Cap Table & Option Management Software | Diligent Cap Table & Option Administration Simplify Equity & Cap Table Management Keep your cap table accurate, manage your option plans and set a foundation for raising capital. Carta, Captable.io, and Shareworks are some of the other cap table management software in the business. Whether it's spousal agreements or notice of exercises, Pulley can support your legal workflow. Shareworks used to have a free version, but now it starts at $3 per month. Grant modifications. Professional cap table management software makes it easy and hassle-free to keep track of every shareholder's equity as your firm grows. The best cap table management software must be, As we see, cap table software is an important tool in managing businesses today. EMI and CSOP Annual Return, SH01, SH02, SH06, CS01) can be produced and stored, Employee equity plan management capabilities are comprehensive and easy to use allowing one platform to issue shares, review/edit documents, and provide access to information to employees, makes the online agreement process seamless, Processes of issuing certificates, exporting cap tables, adding new shareholders, etc. It aims at enabling an easy cap table creation, sharing & collaboration, great round & exit modeling, powerful stock plan management, and fast 409A valuations. Austin, TX. is a wholly-owned subsidiary of Morgan Stanley. Changes to corporate strategy and structure create time-sensitive needs to adjust agreements. If you need help with 409A valuations, you can count on Eqvista to handle that as well. Cap Table Management 9870310368 8860712800. . If you want to start issuing and managing shares, Try out our Eqvista App, it is free and all online! However, it is very easy to make mistakes in structuring a cap table. Our platform updates accordingly as changes happen. Shareworks helps simplify cap table management by organizing and unifying all your stakeholders in one place. Morgan Stanley at Work and Shareworks services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley. Unlock effective cap table management. Diligent2021 TERMS OF USE PRIVACY POLICY, Diligent Equity Releases LLC Cap Table and Waterfall Features, Diligent Equity Releases Native Integration with Microsoft Excel, Seed Funding for Startups 101: Your Questions Answered, Create and model your option plan with customizable vesting schedules, Propose, issue, and manage options grants in seconds via our workflow tool with native DocuSign integration, Generate Black Scholes expensing calculations and ASC718 reporting in a single click. A capitalized table, also known as a cap table, is a table or chart that shows the capital base of a company. Cap Table Management Stock administration, without the headaches. The two best cap table management software providers right now are Carta and Shareworks (formerly known as CapShare, now owned by Morgan Stanley). A cap table, or capitalization table, is a chart typically used by startups to show ownership stakes in the business. When you seek funding for your company, it is common for interested investors to ask you to provide a Capitalization Table ("CAP"). In such situations, cap table software helps manage these complexities with ease. Astrella is in the business of assisting your firm in attracting high-quality investors by making our cap tables simple to use, precise, accurate, and private. It will ensure that the financial statements are accurate. Cap Table Management - GEMS | Computershare Start Your 90-Day Free Trial Establish a cap table Invite investors and stakeholders to access your cap table with their own secure login Elect a registered agent Issue stock options to employees Access expert client support via live, in-app chat when you need it 1 2 3 The Best Cap Table Management Software Built By Professionals & Trusted by Companies Worldwide CAP TABLE SOFTWARE THAT'S SIMPLE AND SECURE One platform with unmatched technology to manage your ownership data. Use in Microsoft Excel or Google Sheets; all cells and formulas are unlocked for editing and transparency, add on or edit for your specific situation . Pulley is a cap table platform giving founders and employees the tools and insights to make smarter decisions about their equity. The MarketWatch News Department was not involved in the creation of this content. One accurate, secure, online version. The good news is the best platforms in the market offer the most robust waterfall analysis that provides reliable visualization of all aspects of your . 2022 Eqvista Inc. All Rights Reserved. A good system should help you model out different scenarios, assess the impact on stakeholders, and ultimately, help you choose the best path for your startup. #7 Captable.io Other than the ones mentioned above, Captable.io is also another one of the cap table management software that is popular in the market. Diligent Equity makes this process painless and complaint. We charge a flat fee for companies so they. 409A valuations should be done annually or each time the company has a material event like a new financing round, keeping you protected from costly audits and penalties. Customize your cap table with custom groupings - view cap table fully diluted, outstanding or outstanding as-converted. The Unlimited $240/year Cap Table Unlimited shareholders, unlimited rounds, unlimited dilution and exit simulations PLUS free migration & white-glove onboarding. 10 Best Cap Table Software for Founders in 2020, : Based on stakeholder count, complexity, and plan; Annual Subscription, (issue preferred stock, restricted stock awards, restricted stock units, profits interests, warrants, convertible notes, and, and reports are auditor-ready with formulas, (Rule 701, Rule 144, and ISO $100K limit) to ensure compliance when issuing equity, which are regularly audited by the Big 4 accounting firms, that pull data directly from the cap table making it effortless to plan for financing rounds and exits, for option grants, board consents, and approvals that can be stored and encrypted for historical documents, on financials, customer wins, and company performance through the, A combination of intuitive and comprehensive which makes Carta ideal for both experienced and first time tech entrepreneurs, Easy to use, clean interface makes equity management process efficient and a big time saver, Comprehensive capabilities may not be of great value to smaller startups, Some of the features are a bit hidden and expensive, Startup - Free, Growth - $7/stakeholder/mo, Scale - by quote, that read documents to create cap tables, resulting in fewer data entry errors, pre-money SAFEs, post-money SAFEs and factors in pro-ratas and discounts, ) which help founders model dilution in future rounds, to help their portfolio companies manage their cap table, Free for early-stage companies regardless of size of funding amount raised, Seed to Series A: $160/mo, Series B: $280/mo, Series C+: by quote, that enables startup founders to set up their cap tables, with employees, co-founders, and investors, , 409A valuation takes just an hour or less to submit and is delivered within days instead of weeks, which allow founders to explore the effect of liquidation preferences, , a headcount-planning tool for startups with built-in marketing data, , a cash planning tool to help companies understand, manage, and extend their cash runway, which makes it easy for founders to provide the information and files that the investors are requesting and saves them from duplication of effort and wasted time, Free tool that makes cap table creation and scenario modeling as easy as possible, Captable.io doesnt have tools to help companies streamline communication with their board and investors, Startup (Free), Premium (2 / stakeholder / month), Enterprise (by quote); Annual Subscription, companies/startups with high-growth ambitions, and anywhere, which is great for investors who are always on the go, to sign shareholder agreements and convertible loans online, assess the impact of liquidation preferences, with waterfall analysis and breakpoint charts, Cap tables with granular access levels allow owners to, control and double-check the publishing of new transactions, implementation and management of employee participation, plan, encompassing stock options, and vested stocks, instant customizable PDF and excel exports, Great tool for portfolio management and seamless communication with stakeholders, Single click access to information which is presented in an easy to understand, visual way, History on transactions, splits, valuations can be viewed together without tedious search, Doesn't have the ability to automatically send pre-formatted update reports on a weekly, monthly, or quarterly basis, Logon procedure has been a little bit confusing for new users, Best for public and private companies from start-up to enterprise in all industries, to model and compare various term sheets and analyze capitalization outcomes, comprehensive Equity Compensation Management, that simplifies and streamlines all crucial aspects of stock administration and reporting including, disclosure, dilution, expensing, and corporate tax), which provides a comprehensive suite of accounting standards to increase the quality of and readability of the companys filings, bootcamps, customized training, and coaching curriculum, associated with XBRL and to manage all SEC and proxy requirements for Equity Financial Reporting, which reduces time spent in managing ESPP programs, Merrill Lynch that make the equity management process more seamless, Ability to handle a number of award types, from stock options to RSA/RSUs to PSUs, Integration with vast network of brokers is helpful based on company needs, Support has been very knowledgeable on the software, tax, and accounting principles around equity management, No functionality for viewing different tabs simultaneously without having to navigate away from other windows, Best for businesses looking for control over their employee's equity plans, which is an easy-to-use online database of legal and international tax regulations and is updated regularly by a network of top global law firms, Enables private companies to run tender offers, to protect employees from trading during the blackout period and the, ability to set up default release elections, Organized equity plan management makes work easy for admins. CAP TABLE MANAGEMENT SOFTWARE Your cap table: accurate, visual, built to scale Ledgy turns your static Excel sheets into a flexible digital asset that scales with your company. Supports DEMAT and digital shares. It does not reflect the views or opinions of our editorial team and management. Cookies are required to submit forms on this website. Supports for over 15 award types. Cap table management software users can run comprehensive scenarios to appraise term sheets and future funding rounds. Your cap table includes some critical information on your company's ownership, including shareholders' information. Manage your cap table, investor relations, and equity plans professionally, from the start. The Benefits of Cap Table Management Software for Startups | by Sarath CP | HackerNoon.com | Medium 500 Apologies, but something went wrong on our end. Along with a user-friendly interface and intuitive design, the best cap table management software provides tools that make generating recurring reports easy. It lists your company's securities (i.e., stock, options, warrants, etc. The most efficient cap table management platform combined with transfer agency and capital raising solutions for private and public companies. In early days of starting up, your cap table is often simple and can be managed on Excel. Some unique features that set Eqvista apart are: Cap table management is a complex task as it is. This is why Eqvista has designed a seamless experience. Your CAP table needs to reference and adhere to your corporate documents, as well as display, at the very least: Shareholder name as it appears on the security; The equity ownership capital table is a tool used by startup companies to track the legal ownership of their company's equity. Issue electronic certificates in seconds via our native DocuSign integration. Thus right from the incorporation of a company, startup cap table management is crucial to know the exact ownership structure involving various stakeholders primarily founders, investors, and employees. With Cap Table Management Software You Can Reach New Levels of Insight and Analysis Enjoy More Organized Data, Easier Decision Making, and Enhanced Communications with a Cap Table Management Solution That Supports Your Needs Book a Demo Download Datasheet Do Your Cap Table Processes Suffer from These Challenges? Its free, its simple, it works. Full audit trail to track changes. Diligent is a one-stop-shop for stock administration and accounting purposes highly recommended. All your equity needs (and beyond) in one platform With your cap table on Shoobx, you have access to our entire suite of equity management solutions. Along with determining who holds how much of the company, it also requires accurate updating, monitoring, and constant communication with all stakeholders. Responsible Disclosure. But in comparison to these three, Eqvista offers a wide spectrum of startup cap table management services that are one of a kind. What you choose will depend on what you value more of the key criteria we discussed - ease of use, comprehensiveness of cap table management capabilities, 409A valuations, compliance stack, and scenario modeling capabilities. Improve investor relations and reporting with a digital cap table. A Cap table or a capitalization table is a record of company ownership. Eventually, companies start looking for software solutions to help manage this. As your transfer agent, the vendor will: Organize and manage your staff plans with their software. Cap table management can be of great assistance. A key benefit from using an equity management system is to achieve compliance with relevant regulations and taxes without needing professional legal assistance at each step. Mistakes at this stage are costly and relying on professional legal help for each action can slow you down significantly. This website uses features that may not be supported by your current browser (IE 11), so the page may not load as intended. Such software is sold and managed by professional companies, eliminating the stress of inaccuracies by the ability of the software to update itself as you hire new employees and bring in new investors. Option administration can be an extraordinarily painful exercise with significant risk. Here are the top ways a cap table management software can benefit your processes: 1. Businesses utilize equity management software, also known as cap table management software, to track and manage the complicated operations associated with issuing equity, maintaining compliance . Our cap table is complex, and Diligents platform handles it all - our financing rounds, certificates and employees options. Accelerators and Incubators Partner Program, Our solutions help startup companies get it right, from the start, Shareworks is a complete integrated solution for innovative private companies, Unify plans to get trusted and timely reports, Achieve audit-ready accuracy in real-time, Manage liquidity events and tender offers, Keep pace with regulatory and tax information, Shareworks is a complete integrated solution for domestic and global companies, Discounted pricing for Shareworks partners, Discounted editions for VC firms and portfolio companies, Dedicated support for law firms and their clients, Blog, white papers and thought leadership, Webinars, industry events and home grown events, Self-serve Shareworks support for participants. Write to us at. Cap table management software, in essence, provides a platform for companies to manage the cap table, increase accuracy, boost compliance with security regulations and reduce time spent on repetitive tasks. The help section is really helpful.". Manage your option administration, cap table and ensure you understand how new term sheets impact your future all in one place whether you are a C Corp or LLC. Simplified web-based platform for complete SEC, FASB, and IFRS calculations. Your CAP Table is one of the most critical assets needed for raising money. How insightsoftware is using cookies. Check out our list of Cap Table Management Software, analyze them by marketshare, region, company size along with information about competitors, prospects, tech stacks, funding information, contract renewal dates and more. Equity management software facilitates the administration of a company's equity, or its assets minus its liabilities. Cap table management software is basically an automated cap table that enables complete equity management of a business. Schedule your custom demo or explore Ledgy on your own. So here you are looking for a significant upgrade to your Excel cap table. Lets take a look at the function of cap table management first. Carta's real-time capitalization table software is trusted by over 30,000 private companies and startups. Here are some mistakes to avoid while designing a cap table for your company: Eqvista is sophisticated cap table software and the most preferred for startup cap table management. Arm yourself with the best-in-class data security and streamline your equity management processes. ), how much investors paid for them, and each investor's percentage of ownership in the company. Developer of a risk assessment platform designed for cyber security and cyber insurance. These cannot be accessed without proper authorization. Cap Table Management. More funding led to more capital to spend on Marketing and Business Development. Startup cap table management is a crucial function for every new business. GET STARTED A good system will enable you to centrally track and manage who holds equity and has the right to exercise equity in the future covering transactions like exercise of options, cancellations, conversions of debt to equity, transfers, and stock issuances with legal compliance. 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