Easily manage hundreds of shareholders
Get ready for the public markets, move over to a fully electronic system and eliminate clunky and error-prone spreadsheets.
01. ONBOARD IN 3-5 BUSINESS DAYS
For $500 and within 3-5 business days of receiving your equity records, Capshare will upload everything to your clean web-based cap table. Capshare will record your full equity history including every grant, transfer, sale, repurchase, cancellation, exercise, or option grant. If we don’t get your upload done within 5 days, we’ll refund the entire onboarding fee. Seriously. Try us.
As part of the on-boarding process Capshare provides a complete audit of your equity records. We’ll let you know if you are missing important information. Download our audit checklist here.
CASE STUDY
See how PureWow saved hundreds of hours by simplifying their cap table management and automating equity compliance.
02. MANAGE YOUR SHAREHOLDERS
Is an investor asking for an updated cap table? Or maybe an employee wants to know how many vested shares they have. With Capshare, just grant the right level of access to all of your shareholders. Capshare will create a custom log-in and portal just for them. No need to pull together documents and custom reports.
Looking for signed option grants? Need to find the option plan doc you authorized a few years ago? Capshare organizes and stores all relevant equity documents in one place in the cloud.
With Capshare, optionees can see their vesting schedules online. You can pause vesting, accelerate vesting, handle exercises, and cancellations all with a few button clicks.
03. OFFLOAD COMPLIANCE HEADACHES
You probably aren’t in the compliance business but sometimes it can feel like it. Let Capshare's services team take care of all of your equity-related compliance problems. 409A, ASC 718, Forms 3921 and 3922, year-end annual tax reports, even K1s for LLCs. We’ve got you covered so you can get back to your real job—growing your business.
04. SCENARIO MODELING
Your equity is your most precious resource. Don’t reinvent the wheel by building out models that might not be accurate. Use models that we have deployed at 4,000+ companies to guide your most important equity decisions.
Calculate the pay outs in any exit scenario for any shareholder in seconds.
Model out a new round. Adjust pre- and post-money valuations, option pools, bridge note conversions and new investors.
05. GET STARTED
Let’s discuss what Capshare would look like at your company. Our suite of software and services can be tailored to fit any company's needs.