Captable.io

Captable.io

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What is Captable.io and how does it work?

Captable.io is a comprehensive equity management platform that is widely used by startups to keep precise records and plan financial actions. This powerful tool provides founders with access to a wide range of features, including convertible security, quick guided creation, easy collaboration, and effortless sharing, as well as options calculators, robust round and exit modeling, and much more.

With Captable.io, users can create unlimited cap tables in a guided process, making it easy to plan for their startups, capture founder and early employee ownership, and negotiate investments. The platform also enables users to streamline common stock option workflows, monitor and record strike prices, grant amounts, start dates, and vesting schedules.

Moreover, Captable.io includes an updated third-party 409A valuation that ensures safe grant stock options. Users can plug in various valuations and investment options to evaluate the impacts of different scenarios on ownership and plan their model future investment.

Captable.io is specially designed for founders and provides a fast and facile management tool that helps them understand Convertible Notes, Liquidation Preferences, as well as Collaboration and sharing. It simplifies the equity management process and enables founders to make informed decisions about their startup’s financial future. By leveraging Captable.io’s advanced features, users can save time and effort while ensuring the accuracy and compliance of their equity management.

Captable.io Pricing

Pricing Model
Freemium , Subscription , Quotation Based

YEARLY


Standard

Free

Features

  • Shareholders: Unlimited
  • Securities: Unlimited
  • Team seats: Unlimited
  • Document storage: Unlimited
  • Full metadata export in portable data formats
  • Single source of truth cap table
  • Certificate-free and digital stock certificate issuance
  • Equity plan management
  • Safe & convertible instrument management
  • Financial transactions
  • Financing round modeling
  • Exit modeling with waterfall analysis
  • Convertible instrument calculator
  • Equity plan vesting, exercise & balance analytics
  • Audit log history: 100
  • Self-service portal with real-time holdings
  • Self-service record update
  • Granular access and permission control
  • Investor updates (Add-On)
  • Security registration exemption tracking
  • Automatic error audits
  • Fast409A (Add-on)
  • ASC 718 stock-based compensation expense report (Add-on)
  • Self-service support with Knowledge Base


Diligence


$160  /Month

Seed to Series A: $160/ mo

Series B: $280/ mo

Series C+: Custom

Features

  • Shareholders: Unlimited
  • Securities: Unlimited
  • Team seats: Unlimited
  • Document storage: Unlimited
  • Full metadata export in portable data formats
  • Single source of truth cap table
  • Certificate-free and digital stock certificate issuance
  • Equity plan management
  • Safe & convertible instrument management
  • Financial transactions
  • Financing round modeling
  • Exit modeling with waterfall analysis
  • Convertible instrument calculator
  • Equity plan vesting, exercise & balance analytics
  • Advanced reporting
  • Audit log history
  • Audit log history: Unlimited
  • Self-service portal with real-time holdings
  • Self-service record update
  • Granular access and permission control
  • Investor updates (Add-On)
  • Security registration exemption tracking
  • Automatic error audits
  • Rule 701 analysis
  • Fast409A (Add-on)
  • ASC 718 stock-based compensation expense report (Add-on)
  • Self-service support with Knowledge Base
  • Cap table migration & setup
  • Close collaboration with legal and finance
  • Guaranteed support


Services Firms

Custom

Features

  • Bulk cap table import and migration
  • Firm and client dashboard
  • Team-based access control
  • In-person training
  • Clients: Unlimited
  • Cap tables: Unlimited
  • Team seats: Unlimited


Investors

Custom

Features

  • Real time cap table data
  • Bulk cap table import and migration
  • Accept digital securities
  • Portfolio dashboard
  • Fundraising and exit modeling
  • Founder education and talks
  • Fund administration service (Add-on)
  • Portfolio companies: Unlimited
  • Cap tables: Unlimited
  • Team seats: Unlimited

 

Captable.io Technical details

Support Online Customer Type Large Enterprises
Medium Business
Small Business
API NA Location / Phone Number San Francisco, California
Deployment SaaS/Web/Cloud Official Website https://captable.io/
Category Equity Management Software

Captable.io FAQs


Here`s a list of the best alternatives for Captable.io:

  1. Campaign Genius
  2. IO Technologies
  3. Carta
  4. Gust Equity Management
  5. Astrella


No, Captable.io does not provide API.

Photos: Captable.io

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