Home/Equity Management Software/Captable.io
Updated on: October 20, 2021

What is Captable.io ?

Captable.io

Organize and plan your startup equity
(3 Ratings) Write Review

Captable.io is a robust equity management solution used by startups to store precise records and plan financial actions. Founders get access to convertible security, quick guided creation, easy collaboration, effortless sharing, options calculators, sturdy round and exit modeling features within the same. Users can generate unlimited cap tables by following a guided process. From making plans for their startups, capturing founders and early employee ownership to negotiating investments Captable.io can be used for all. Users can even streamline common stock option workflows besides monitoring and recording strike prices, grant amounts, start dates and vesting schedules. Updated third-party 409A valuation ensures safe grant stock options. By plugging-in various valuations and investment options, users can evaluate the impacts of different scenarios on ownership and plan their model future investment. Specially designed for founders, Captable.io is a facile and fast management tool that helps in understanding Convertible Notes, Liquidation Preferences as well as Collaboration and sharing.

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 Category Equity Management Software

Captable.io Pricing

Pricing ModelFreemium , Subscription , Quotation Based
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
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Disclaimer: The pricing details were last updated on 06/07/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Captable.io pricing.

Captable.io FAQs

No, Captable.io does not provide API.

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Disclaimer

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