Features

Create, manage and control access to equity projects with guided onboarding and role-based permissions.

• Create new equity projects with a guided wizard
• Interactive onboarding: start from scratch or import a legacy cap table
• Access all your projects from the main dashboard
• Role-Based Access: Owner, Co-owner, Worker and more
• Delete projects you no longer need

Choose between Just Split, Flat, or Custom models to match your company’s stage and needs.

• Just Split Model — Recommended: Cash x4, Work x2, Assets x2, IP x2
• Flat Model — All multipliers x1, ideal for service agencies
• Custom Model — Fully editable multipliers per category
• Smart Multiplier suggestions based on project valuation
• Dynamic risk multipliers that taper as capital accumulates — early contributions carry more risk
• Switch between models at any time

Log, edit and simulate contributions across all categories with recurring schedules and simulation mode.

• Log Cash, Work, Tangible, Intangible and Other contributions
• Edit or delete past contributions to keep a clean history
• Recurring contributions: weekly, monthly, quarterly or yearly
• Log-only contributions that don’t affect equity (reimbursements, notes)
• Simulation mode: preview impact before committing
• Work contributions by hours (FMV × multiplier) or fixed value
• Full contribution log with filters by member, category and status

Real-time cap table with automatic percentage calculation, pie charts and detailed team breakdowns.

• Slicing Pie model: equity recalculates automatically from contributions
• Real-time cap table updated instantly
• Pie chart showing ownership distribution
• Detailed breakdown per member with points and percentages
• Direct Allocation and Anchor Method for share distribution
• Cap Board: a clean ownership view, ready to show investors

Track how equity and contributions evolve over time with interactive charts and period comparisons.

• Interactive charts: daily, weekly, monthly or annual periods
• Equity percentage per member over time
• Total value and contribution count per period
• Breakdown by contribution type (Cash, Work, Tangible, etc.)
• Period comparison: vs previous day, week, month or year

Fine-tune multipliers, set fixed equity, reserved pools, and hard caps with real-time conflict detection.

• Custom multipliers per category
• Fixed equity: percentages that don’t change with new contributions
• Reserved equity pool for future hires or investors
• Hard caps: maximum % limit per member
• Real-time conflict detection for simultaneous edits
• Preset models as starting points

Transfer shares, configure time-based vesting with cliff periods, and issue one-time grants from any equity source.

• Transfer shares between shareholders with full audit trail
• Time-based vesting: month-by-month unlock after cliff period
• One-time grants for milestones or advisor bonuses
• Choose equity source: Dynamic Pool, Reserved, or member’s Fixed Equity
• Multiple grants per member, each tracked independently
• Smart validation prevents over-committing equity
• Revert applied vesting with one click
• Circular dependency protection

Define common and preferred classes with their economic and voting rights, and manage shares held by the company itself.

• Create the classes you need: common, preferred, founder shares…
• Liquidation preference with a configurable multiple (1x, 2x…)
• Participating preferred, with an optional participation cap
• Seniority ranking between classes for exit waterfalls
• Per-class anti-dilution provisions and original issue price
• Voting rights per share: multiple-vote or non-voting classes
• Every issuance, transfer and adjustment is booked to its class
• Treasury: the company can hold its own shares after a buyback
• Treasury shares can fund employee vesting plans
• Legal safeguards built in: treasury never receives newly issued shares, and its rights stay suspended while the company holds them

Track pre-round investments with Y Combinator standard support, automatic interest accrual, and round simulation.

• Register SAFEs and Convertible Notes before your priced round
• Y Combinator Post-Money SAFE with automatic dilution calculations
• Smart conversion: auto-evaluates Valuation Cap vs Discount Rate
• Automatic interest accrual for Convertible Notes
• Cap table integration: see pending dilution without altering active shares
• Round Simulator integration for conversion preview

Actually execute the round: issue shares, convert your instruments, protect who needs protecting, and reconcile the cap table with the registry.

• Issue shares to a new member, an existing member, the reserved pool or the dynamic pool
• Assign the share class at the moment of issuance
• Include SAFEs and convertible notes in the round and convert them in the same operation
• Anti-dilution protection: automatic top-up issuance for protected holders
• Preview the resulting cap table before confirming, with every issued tranche broken down
• Stock split: change the total share count and everything rescales — fixed equity, reserved pool and caps
• Manual adjustment: reconcile the cap table with the company registry line by line, per holder and class
• Every issuance is written atomically: all of it lands, or none of it does

Add, edit and manage team members with roles, permissions and optional hourly rates for work valuation.

• Add and edit members with name, email and role
• Roles: Owner, Co-owner, Worker, Venture Capital and more
• Optional per-member hourly rate (FMV) for work contributions
• Access levels: edit, read-only, or portal-only access
• Remove members from the project

Give every shareholder their own login to check their position whenever they want — without ever losing control of what they can see.

• Invite your shareholders by email in one click
• Each shareholder sees their shares, their percentage and their estimated value at the latest valuation
• Their position broken down by share class
• Their vesting and grants tracked with a progress bar
• A history of their own contributions
• They download their own ownership certificate whenever they need it
• Configurable transparency: show the full cap table, or only company totals plus their own position
• Shareholders keep their own details current: name, phone, country and signature
• Isolated at the database level: a shareholder can never reach the rest of the dashboard, not even by typing the URL

Keep a full valuation history, simulate funding rounds with advanced dilution strategies, and close the cap table when the time comes.

• Valuation history with effective dates: record every valuation and see which one applied when
• Distinguish the source: internal valuation or external appraisal (409A-style)
• Chart of how the valuation has evolved over time
• Round Simulator: plug in pre-money valuation and investment amount
• Advanced dilution: Standard, Pool-First, Pool Protection, Custom
• Switch from dynamic to static equity: the dynamic pool crystallizes into fixed equity, with a preview of where every shareholder lands
• Freeze project to lock contributions and fix equity state
• Executive summary of the project’s final state
• Unfreeze to edit again when needed

Full audit log of every action, secure authentication and role-based access control on all routes.

• Complete audit log: who did what and when
• All modifications recorded including equity changes and vesting events
• Secure login with Supabase Auth
• Role-based access control on routes and actions

Everything around the equity: team discussions, your company record, your own currency and language, and help when you need it.

• Threaded team discussions with nested replies, so every topic gets settled in one place
• Private notes only you can see
• Company record: legal identity, tax and registry details, registered address and legal representative
• Per-project currency: euro, dollar, pound, yen, Swiss franc, Mexican peso or rupee
• Interface in English and Spanish, switch whenever you like
• Help center with tutorials and a step-by-step walkthrough of how equity gets split
• Contact support directly from inside the dashboard

Generate the four key equity documents as PDFs, ready to sign and present.

• Equity Report: distribution summary, detailed contribution log and issuance history
• Cap Table: current shares, ownership %, fixed and dynamic equity, and pool status
• Cap Table Certificate: a certified snapshot of the structure as of today
• Audit Trail: the complete immutable history of everything that happened in the project
• Signed-ready documents for legal use

Jurisdiction guides, document templates, secure vault and freeze certificates for legal compliance.

• Jurisdiction guide: US, Spain, UK, Ireland, India, Mexico and more
• Partnership Agreement and other ready-to-use templates
• Document Vault: upload and store signed PDFs securely
• Project freeze certificate for legal use