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Cap Table Management Software

So, you need cap table management software and you’re strapped for cash. We can help. Our team has built the intuitive suite of tools you need to accurately manage your capitalization. With EquityEffect, you can always work off the most up-to-date cap table and easily run what-if scenarios for better visibility. Finally, a solution that lets you spend less time managing spreadsheets, and more time growing your business.

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.
Cap Table Management Software
Cap Table Management Software

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.
Cap Table Management Software
Hear From Our Customers

EquityEffect’s powerful what if scenario planning feature completely suits our VC needs, allowing us to easily create multiple investment scenarios and compare them side-by-side, eliminating the need for cumbersome spreadsheet calculations.

- Viola Ventures

Our cap table is complex, and EquityEffect’s platform handles it all - our financing rounds, certificates and employees’ options. Their automatic document generation workflow and electronic signatures saves us time and money, and eliminates errors.

- Clicktale

As all of our options, terminations and transactions are managed in EquityEffect, we know that the ASC 718 reports we create with EquityEffect are correct and have taken all factors into consideration, and can send them directly to our auditors. EquityEffect is a One Stop Shop for stock administration and accounting purposes – highly recommended.

- Kaltura

Get Started with EquityEffect Today

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