Cap Table Management Services

A Closer Look

Empower your startup

Simplifying equity management for founders through structured compliance, clear communication, and scalable support.

Fundraising Support

Streamline Your Fundraising

📊 Automating Equity Calculations: Real-time updates and scenario modeling for pre-money and post-money valuations.

‍🔍 Enhancing Transparency: Provide investors and stakeholders with clear, accurate ownership breakdowns—before and after financing events.

‍🧩 Supporting Complex Transactions: Easily model convertible notes, SAFEs, option pools, and equity grants to understand dilution and future ownership.

‍📁 Ensuring Compliance: Stay audit-ready with built-in regulatory support and secure documentation of every equity move. From term sheet to closing, CapTablePro turns cap table chaos into clarity—so you can focus on growing your business, not wrangling spreadsheets.

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Stock Plan Administration

Scale Your Stock Plan Administration

🧮 Automate Grant Tracking: Manage stock options, RSUs, SARs, and custom award types with precision and real-time updates.

📋 Ensure Compliance: Stay aligned with tax, legal, and securities regulations through built-in reporting tools and audit-ready documentation.

🔄 Coordinate Across Teams: Facilitate seamless collaboration between HR, finance, legal, and external advisors with centralized data and workflows.

📊 Empower Employees: Provide intuitive dashboards and clear communication to help employees understand and engage with their equity compensation.

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Cap Table Audits

Stress-free Cap Table Audits

🧾 Validate Ownership Records: Reconcile historical transactions, equity grants, and stakeholder data to eliminate discrepancies and ensure accuracy.

📚 Centralize Documentation: Maintain a secure, organized repository of equity agreements, board approvals, and transaction histories for easy audit access.

⚖️ Ensure Regulatory Compliance: Stay aligned with SEC, IRS, and local jurisdiction requirements through built-in audit trails and compliance checks.

📈 Generate Insightful Reports: Produce detailed audit-ready summaries and cap table snapshots tailored for legal, financial, and investor stakeholders.

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TESTIMONIAL

Customer Spotlight

DanielKivatinos-20201018-015

Co-founder & CEO

Daniel Kivaitnos - JustPaid

"CapTable Pro 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."

Pricing

Subscription Packages

$
450.00/hr.

Billed in arrears monthly.

Pay-as-you-go

$
425.00/hr.

Prepaid set of hours per month.

Quarterly

Business Statistics

Grow with

CapTablePro

36 +

happy customers

1268 +

stakeholders under management

260.3 m

$ in capital transactions

996 m

outstanding shares managing