Proactive. Expert-led. Precision-driven. You-centered.

Your startup's dedicated managed equity team

CapTableProHomeImage2
White-Glove Managed Services

For every stage of your startup journey

Fundraising Support

We handle essential tasks during and following your financing round. From term sheet to closing, CapTablePro turns cap table chaos into confidence—so you can focus on growing your business, not managing software.

Stock Plan Administration

CapTablePro proactively keeps up with your company's changes to avoid costly oversights. Whether it's granting equity to team members, managing outstanding shares or tracking your unallocated pool, we got you covered ensuring compliance along the way.

Cap Table Audits

With CapTablePro, cap table audits become a strategic asset—not a last-minute scramble. Gain confidence in your equity structure and keep your company audit-ready at every stage of growth.

Customer Spotlight
DanielKivatinos-20201018-015

Co-founder & CEO

Daniel Kivaitnos - JustPaid

"CapTablePro is invaluable for everything we do at JustPaid.ai. As we raise venture capital and as we manage our employee base, we need a savvy, smart team that understands all the intricacies of making sure everything is up to date and ready to go at a moment's notice if we do a fundraise. Mate and CapTable Pro are an A-plus team, stellar, reliable, savvy, and just get things done."

1670546426392

Founder & CEO

Trisha Goyal - Break Sports Inc.

"CapTablePro has been a game-changer for BreakSports. As a fast-moving startup navigating equity rounds and investor updates, we needed more than just software—we needed a partner who understood the founder’s perspective. CapTablePro delivered. Their team didn’t just clean up our cap table—they helped us understand it, structure it, and communicate it with confidence. The founder-first approach is real: responsive, strategic, and always a step ahead. Thanks to CapTablePro, we’re not just compliant—we’re empowered."

Founders

For teams just getting started


  • Stakeholders: Up to 5
  • One annual cap table health check
  • Cap Table Reports
  • SAFE modeling
  • Compliance deadline alerts

Free

Seed

Pre-seed through seed-stage startups


  • Stakeholders: Up to 20
  • Active cap table management and reconciliation
  • SAFE and convertible note tracking
  • Stock option pool management
  • One fundraise round support per year
  • Monthly cap table snapshot reports

$399/ mo billed annually

Series A

Series A and early Series B companies


  • Stakeholders: Up to 75
  • Everything in Starter, plus:
  • Full option grant administration (ISO, NSO, RSA, RSU tracking)
  • One 409A valuation coordination per year
  • Priced round modeling and scenario analysis
  • Board consent and resolution preparation
  • Quarterly compliance reviews (Rule 701, Form 3921
  • Two fundraise/transaction event support engagements per year

$1,199/ mo billed annually

Series B+

Series B through pre-IPO companies


  • Stakeholders: Up to 250
  • Everything in Growth, plus:
  • Two 409A valuation coordinations per year
  • ASC 718 stock-based compensation reporting included
  • SEC compliance preparation support
  • Unlimited fundraise and transaction event support
  • Secondary transaction and tender offer support
  • Waterfall/exit scenario modeling

$2,799/ mo billed annually

Custom

For companies with 250+ stakeholders, pre-IPO preparation, multi-entity structures, or international equity plans


  • Includes all Series B+ features, plus:
  • M&A/exit preparation support
  • IPO readiness workstreams
  • Multi-jurisdiction compliance

Custom scoping and pricing based on complexity. Starting point: $5,000/ mo

Our Partners

We work with some of the best

Business Statistics

Grow with

CapTablePro

41

happy customers

1489

stakeholders under management

299 m

$ in capital transactions

1 b

outstanding shares managed