Cap Table Management

Build Trust with a Clean Cap Table

Your cap table is the foundation of every funding conversation, equity grant, and exit scenario. We help you build and maintain a clean, transparent cap table that keeps you in control as you grow, preparing for investor conversations, team grants, and future funding rounds.

Cap Table Management

Our Cap Table Services

Foundational Setup

  • Starting from scratch or fixing an existing file, we’ll help you build a clear, accurate cap table that reflects your current ownership and is easy to manage.

Scenario Modeling

  • See how things play out before you commit. We help you model what happens to ownership in future rounds, exits, or team grants, so you make decisions with confidence.

Ongoing Updates

  • We keep your cap table current with every new round, share grant, or change, so you’re never caught off guard during investor conversations or audits.

Tool Support

  • We’ll guide you on the best tools for your stage and help you stay organized no matter what platform you use.

When to Start Thinking About Your Cap Table

Even at the idea stage, your cap table matters.

We’ve seen too many founders delay cap table planning only to face tough surprises later. Whether you’re forming your company, raising your first round, or expanding your team, we’ll help you make smart, forward-looking decisions from the start.

Get Your Cap Table Right, From Day One

Your cap table is how you show investors your company is fundable, how you reward early team members, and how you plan for the future.

We help founders:

Avoid messy equity splits and unclear ownership

Model multiple funding scenarios

Keep the cap table investor-ready at every stage

Use tools like Carta or build models in Google Sheets

Understand dilution, SAFE/convertible notes, and option pools

Don’t Let a Messy Cap Table Cost You

From scenario modeling to option pool planning, we help you own your equity story with a cap table you can trust.

Start Managing My Cap Table