Cap Table Intelligence and Ownership Management
Real-time cap table, equity grants, ownership graph, and stakeholder management — all connected to your formation, governance, and compliance records.
Your Complete Equity Picture — Always Accurate
Visualize your entire entity structure in an interactive ownership graph. Track equity percentages, multi-parent hierarchies, and beneficial ownership across every entity — with cycle detection and compliance-grade accuracy.
- Real-time cap table with full dilution modeling
- Interactive ownership graph with DAG visualization
- Beneficial ownership tracking for BOI compliance
- Multi-entity and holding company structure support
Equity Engine
Governance-native equity managementEvery Equity Grant — Tracked from Issuance to Exercise
Equity grants with configurable vesting schedules, cliff periods, and exercise windows. Every grant tracks automatically through its entire lifecycle — from the date of board approval through full exercise or expiration.
- Option and warrant grant builder with vesting templates
- Automated vesting schedule calculations
- Stakeholder portals showing individual equity positions
- Exercise event recording with cap table update
Complete Equity Management
Every equity tool your organization needs — from cap table to BOI compliance.
Cap Table Management
Real-time cap table with full ownership history and dilution modeling.
Ownership Graph
Interactive visualization of entity structure and beneficial ownership.
Grant Management
Equity grant builder with vesting schedules, cliffs, and exercise tracking.
Ledger View
Complete equity ledger with every issuance, transfer, and cancellation.
Stakeholder View
Individual stakeholder dashboards showing their equity position and vesting.
LLC Membership
Full LLC membership management with operating agreement alignment.
BOI Compliance
Beneficial ownership information tied directly to equity records for BOI filings.
Equity Snapshots
Point-in-time ownership snapshots for any historical date.
Equity intelligence from day one.
Cap table, grants, ownership graph, and BOI compliance — all connected to your governance and formation records.