Empower your startup
Simplifying equity management for founders through structured compliance, clear communication, and scalable support.
We handle essential tasks during and following your financing round
📊 Scenario Modeling: We model your financing transactions, option pools and equity grants so you can understand dilution and future ownership.
🕵️♂️ Due Diligence Preparation: CapTablePro streamlines investor due diligence for startups by organizing equity records, compliance docs, etc. into a clean, investor-ready package.
🔍 Software Updates: We update your software's stock ledgers (i.e. Carta, Pulley, etc.) to reflect your post-financing ownership.
🧩 Compliance: We make sure your cap table is audit ready every step of the way. Whether it's for investor due diligence, 409A valuations, tax reporting, financial audits or board and stakeholder reporting, we got you covered.
Software updates and guidance to avoid costly oversights
📋Equity Grants to Team Members: We proactively manage the issuance of equity awards to employees efficiently, ensuring prompt processing to help motivate and retain talent all within your software provider (i.e. Carta, Pulley, etc.).
🔄Managing Outstanding Equity: We monitor team member changes to avoid costly oversights. Whether it's stopping vesting, cancelling unvested shares, processing stock option exercises or repurchasing unvested shares, we got you covered.
📋 Ensure Compliance: We ensure your equity issuances stay aligned with tax, legal, and securities regulations.
🧮 Stock Plan Adoption & Amendments: We create, track the unallocated pool and provide guidance when it begins to deplete, and helping with amendments when needed.
Stress-free Cap Table Audits
🧾 Validate Ownership Records: We dig deep to reconcile historical transactions, equity grants, and stakeholder data to eliminate discrepancies and ensure accuracy.
📚 Centralize Documentation: We help create and maintain a secure, organized repository of equity agreements, board approvals, and transaction histories for easy audit access.
⚖️ Ensure Regulatory Compliance: We help you stay aligned with SEC, IRS, and local jurisdiction requirements through built-in audit trails and compliance checks.
📈 Generate Insightful Reports: We produce detailed audit-ready summaries and cap table snapshots tailored for legal, financial, and investor stakeholders.
Customer Spotlight
"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."
"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."