Captable.io

About Captable.io

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.

Screenshots & Videos

Pricing

Free Trial Not Available
Starts at $160.00. Offers Free-forever and Custom plan.
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)

API Support

NA

Modes of Support

Online

Captable.io Pricing

Free Trial

Not available

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription / Quotation Based )

Pricing Plans

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 $160.00 $160.00 per 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

Screenshots of Vendor Pricing Page

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