AI TOOL PROFILE
Easy CapTable: Equity Management & Cap Table Software
- Finance and Accounting
- Cap Table Management
- Startups
- Private Companies
- Growth Companies
- Fund Managers
Pricing
Pricing starts at $25/month for up to 10 stakeholders. Higher tiers are available at $35, $75, and $150 per month depending on the number of stakeholders.
At a glance
- Best for
- Startups, Private Companies, Growth Companies, Fund Managers
- Key use cases
- Founder Equity Splits, Fundraising Preparation, Employee Option Management, Fund Management
- Integrations
- DocuSign, QuickBooks, Xero, Stripe, Plaid
- Official website
- Visit Easy Captable official website
How AI is used
Easy CapTable is an equity management tool designed to help companies track ownership within their organization. It supports digital cap tables, offering ownership breakdowns and dilution modeling to support fundraising and growth.
The software is built for startups, growth-stage companies, and fund managers. It supports various entity types, including C-Corps, LLCs, and VC or PE funds, as well as international entities.
The platform helps with regulatory tasks like 409A valuations and provides reminders for compliance filings, such as 83(b) elections. It also includes a self-service portal where employees can view their vesting schedules and options.
Buyers should confirm their number of stakeholders when selecting a plan, as pricing is tiered based on the size of the stakeholder list.
Key Features
Real time Equity Tracking
Tracks ownership percentages and share structures with automatic updates and visual charts.
Scenario Modeling
Supports projections on how future fundraising rounds may affect ownership and dilution.
409A Valuations
Provides fair market value assessments and IRS compliance documentation.
Employee Equity Portals
A self-service dashboard for stakeholders to monitor vesting schedules and exercise options.
Compliance Automation
Supports regulatory tracking with reminders for 83(b) elections and SEC reporting assistance.
Digital Stock Certificates
Generates and manages digitally signed stock certificates and board resolutions.
AI-Powered Analytics
Includes predictive modeling and AI-generated insights for equity data.
Use Cases
Founder Equity Splits
Setting up initial ownership percentages and vesting schedules between co-founders.
Fundraising Preparation
Maintaining cap table records and modeling dilution for potential investors.
Employee Option Management
Issuing stock options to new hires and providing a portal to track their equity.
Fund Management
Tracking ownership across multiple portfolio companies for VC or PE funds.
Integrations
- DocuSign
- QuickBooks
- Xero
- Stripe
- Plaid
- BambooHR
- Workday
- Slack
- Microsoft 365
- Google Workspace
- Zapier
FAQ
Who is Easy CapTable designed for?
- It is designed for startups, private growth companies, and fund managers who need to track ownership and manage equity grants.
How does the pricing work?
- Pricing is tiered based on the number of stakeholders, starting at $25/month for up to 10 stakeholders and going up to $150/month for unlimited stakeholders.
Can I import my existing data into Easy CapTable?
- The platform supports importing existing cap tables from Excel, CSV, or by migrating from another equity platform.
What compliance features does it offer?
- It provides reminders for 83(b) elections, assistance with SEC reporting, and supports 409A valuations.
Source category: Finance & Accounting
Source subcategory: Cap Table Management
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