Cap Table Management Software
Powerful Cap Table Management Made Easy
EquityEffect makes managing complex cap tables look easy. Save time, money, and eliminate errors when managing your cap table.
- Streamline workflows around new grants and board approvals.
- Manage and monitor stocks, options, warrants, and convertible notes. Import shareholder allocations. Set alerts and email notifications for ongoing maintenance.
- Your data is stored on secure servers.
Gain Clarity Around Your Stock Option Pool
Utilize scenario modeling, waterfall analysis, and robust reporting to map your path to a huge exit.
- Run detailed scenarios to evaluate term sheets and future funding rounds.
- Compute valuations and waterfalls at the click of a button.
- Run an arsenal of auditor-ready reports in under 30 seconds.
Independent High-Quality 409A Valuations at the Right Price
We’ve partnered with reputable valuation firms to provide accurate, fully independent 409A valuation services at a reasonable cost and timely manner.
- Start the 409A valuation process at the click of a button.
- Enjoy a low-touch, pain-free process. Our accounting partners have everything they need right there in EquityEffect.
- Your valuation is fully integrated with and stored on EquityEffect, whether produced by our partners or an accounting firm of your choice.