at Financial Technnology Year
Please contact them if you have any questions.
Founders Suite Cap Table from FounderSuite
Efficient cap table management with features allowing for equity calculation, dilution analysis, and investor tracking all in a single platform.
Product analysis by function
Cap Table Management Software for Portfolio Management
Solutions for tracking equity ownership, option pools, liquidation preferences, and dilution scenarios across funding rounds.
More Cap Table Management Software
More Portfolio Management ...
Equity and Securities Tracking
(7 Yes /7 Known /11 Possible features)
|
Support for Multiple Security Types Ability to model and manage various security instruments (e.g., common stock, preferred stock, options, warrants). |
Founders Suite Cap Table supports common stock and options at minimum. Website and user documentation indicate support for multiple security types commonly issued by startups. | |
|
Convertible Instruments Handling Support for convertible notes, SAFEs, and conversion mechanics. |
Product marketing mentions ability to track SAFEs and convertible notes, suggesting support for handling convertible instruments. | |
|
Option Pool Tracking Track outstanding, available, and allocated options in employee or founder option pools. |
Option pool tracking is a listed feature, with options allocation, grants, and remaining pool available on user screens. | |
|
Warrant Tracking Ability to grant, track, and exercise warrants. |
No information available | |
|
Share Ledger Maintain a digital record of all share issuances, transfers, cancellations, and exercises. |
Maintains a digital ledger, with ability to record share issuances, transfers, and cancellations directly in the interface. | |
|
Certificate Management Generate, issue, and store digital/electronic share certificates. |
Digital certificate creation and storage is referenced in various walkthroughs and support materials. | |
|
Vesting Schedules Configure and track custom vesting schedules for options and RSUs. |
Custom vesting for options and RSUs is explicitly listed in feature set and help center. | |
|
Automatic Vesting Calculations Platform automatically calculates vested and unvested shares for stakeholders. |
Automatic vesting calculations appear as part of the user dashboard, calculating vested/unvested based on grant and vesting schedule. | |
|
Rule-based Triggers Automate vesting, acceleration, and lapse conditions based on company events. |
No information available | |
|
Partial Exercise and Early Exercise Support Support for partial option exercises and early exercises where permitted. |
No information available | |
|
Restrictions on Securities Identify and enforce transfer restrictions on securities according to company rules or regulations. |
No information available |
Ownership & Dilution Modeling
(5 Yes /5 Known /10 Possible features)
|
Real-time Ownership Calculation View current equity breakdowns for all stakeholders. |
Real-time ownership breakdowns for all stakeholders displayed on main dashboard and in cap table exports. | |
|
Pro-forma Cap Table Modeling Create modeled cap tables reflecting hypothetical fundraises, conversions, and exits. |
Scenario analysis and pro-forma modeling tools allow creation of hypothetical cap tables (fundraises, exits, conversions). | |
|
Custom Scenario Analysis Build and save unlimited dilution or exit scenarios for comparative analysis. |
No information available | |
|
Automatic Conversion of Notes and SAFEs Automate and visualize how convertible notes and SAFEs convert into equity upon a qualified financing. |
Automated calculations for how SAFEs/convertibles convert into equity is described in docs and support articles. | |
|
Drag-along/Tag-along Rights Modeling Visualize how contractual protections affect ownership in various exit or funding scenarios. |
No information available | |
|
Cumulative Dilution Impact Calculation Quantify, and visually represent, dilution over time and across rounds. |
Dilution impacts visualized after financing rounds, including cumulative and per-event impacts, as shown in product demo screenshots. | |
|
Custom Waterfall Modeling Flexible tools to model proceeds distribution across varying terms. |
No information available | |
|
Ownership Change History Access version history and audit trail of changes to equity ownership. |
Audit history and ownership change logs available through 'History' or 'Audit' tabs. | |
|
Stakeholder Role-based Scenarios Easily show outcomes for specific current or future stakeholders. |
No information available | |
|
Automatic Error Detection in Model Assumptions Warn users if scenario assumptions (e.g., pre vs post-money, option pool location) are invalid. |
No information available |
Funding Round Management
(5 Yes /5 Known /9 Possible features)
|
Round Modeling (Pre-money/Post-money) Accurately model both pre-money and post-money convertible/price rounds. |
Pre-money/post-money scenario modeling is present, as per walkthroughs and visual interface. | |
|
Round-specific Terms Handling Model round mechanics including lead/side investor splits, share classes, and closing schedules. |
Handles multiple round-specific terms, including share class and split types, which are visible as configurable items in product documentation. | |
|
Round Document Storage Link to, or store, funding round documentation (term sheets, share purchase agreements). |
Round document storage/upload is supported; investors can upload term sheets and agreements. | |
|
Automatic Cap Table Update Platform updates all relevant ownership, price per share, and dilution metrics upon closing a round. |
Automatic cap table updates occur upon saving or closing new investments; documented as a feature. | |
|
Investment Tranche Tracking Track multiple investment tranches and their impacts on ownership and proceeds. |
No information available | |
|
Safe/Note Conversion Rules Customization Handle different conversion triggers, discounts, valuation caps, and MFN provisions. |
No information available | |
|
Investor Communication Tools Built-in bulk or individual notification to investors during round closing. |
No information available | |
|
Automatic Legal Calculations Calculate minimum investment, share allocations, and legal constraints per round. |
No information available | |
|
Pre/Post Money Valuation Entry Input and visualize impact of changing company valuations. |
Pre- and post-money valuations can be entered and scenario impacts viewed in funding modules. |
Liquidation Preferences & Waterfall Analysis
(1 Yes /1 Known /9 Possible features)
|
Custom Waterfall Analysis Model and visualize proceeds distribution for various exit scenarios. |
Waterfall analysis for exits is available per platform's exit analysis tools. | |
|
Multiple Liquidation Preference Types Support for 1x, 2x, capped, non-capped, participating and non-participating preferences. |
No information available | |
|
Stacked Preference Modeling Handle multiple stock classes in different seniority positions in the stack. |
No information available | |
|
Automatic Participation Rights Calculation Correctly split proceeds between preferred and common according to terms. |
No information available | |
|
Conversion Threshold Scenarios Visualize effect of converting to common stock in different exit scenarios. |
No information available | |
|
Change-of-control Provisions Model terms that govern sale, IPO, or company dissolution events. |
No information available | |
|
Exit Carve-outs Modeling Support for management or founder performance-based carve-outs on exit. |
No information available | |
|
Multiple Rounds/Classes Waterfall Simultaneously model multiple preferred series and complex seniority scenarios. |
No information available | |
|
Distribution Reports Generate summary reports for each stakeholder showing expected payouts. |
No information available |
Compliance and Document Management
(4 Yes /4 Known /9 Possible features)
|
Rule 701 & 409A Compliance Tools Automated tracking to ensure compliance with U.S. securities laws on equity issuance and valuation. |
No information available | |
|
FMV/409A Valuation Integration Support for collecting and recording current and historical IRS-compliant equity valuations. |
No information available | |
|
Document Generation & E-signature Generate common equity documents (option agreements, stock certificates) and collect e-signatures. |
Basic document generation (e.g., certificates) supported and e-sign capability is integrated or available via partner platform. | |
|
Bulk Document Distribution Distribute equity-related documents to all relevant stakeholders securely. |
No information available | |
|
Audit and Change Logs Maintain a secure, immutable audit trail of changes to the cap table. |
Product offers immutable audit logs for changes to the cap table. | |
|
Regulatory Filings Preparation Tools to help generate or pre-fill regulatory or tax forms for the relevant jurisdictions. |
No information available | |
|
Data Export/Import Ability to easily export or import cap table data in multiple formats (Excel, CSV, PDF). |
Cap table and basic data can be exported/imported via Excel/CSV. Data portability docs confirm export/import support. | |
|
Secure Document Storage Encrypted, permission-controlled storage for equity and legal documents. |
Documents and cap tables stored in secure, permissioned document locker (per their security statement). | |
|
Version Control for Documents Maintain and navigate through multiple versions and amendments of vital documents. |
No information available |
Stakeholder Access and Communication
(5 Yes /5 Known /9 Possible features)
|
Role-based Access Control Assign permissions to view, edit, or administer according to stakeholder role. |
Role-based access and permissioned views are available for different user types. | |
|
Self-service Stakeholder Portals Allow investors and employees to log in, review their holdings, and execute equity actions. |
Stakeholders (employees, investors) can be invited to a portal to view their individual holdings. | |
|
Automated Notifications Notify stakeholders of important events (grants, exercises, company actions). |
Automatic emails on grant, transfer, round closing, and other key cap table events are supported. | |
|
Bulk Communication Tools Send round or company updates to multiple users at once. |
Bulk notification tool allows updates to be sent to all investors/founders at once from within product. | |
|
Stakeholder Statement Generation Generate downloadable statements or confirmations for individual or all stakeholders. |
Individual statements and confirmations can be generated and exported for each stakeholder. | |
|
View & Download Permissions Granular controls for who can view or export confidential information. |
No information available | |
|
Customizable Email Templates Customize automatic communication templates for company branding and compliance. |
No information available | |
|
Access Logs Monitor and record when and how users access sensitive information. |
No information available | |
|
User Activity Limits Ability to set limits on bulk downloads or data scraping per user. |
No information available |
Reporting and Analytics
(2 Yes /2 Known /9 Possible features)
|
Custom Cap Table Reports Generate up-to-date and scenario-based cap table reports for internal and external stakeholders. |
Customized and standard cap table reports are a core product feature. | |
|
Dilution History Charts Visual charts showing how dilution has impacted key stakeholders over time. |
No information available | |
|
Exit and Waterfall Charting Generate graphical outputs of payout scenarios under exits/IPOs. |
No information available | |
|
Vesting Progress Reporting Provide snapshots and detailed histories of option/RSU vesting by stakeholder. |
No information available | |
|
Round Comparison Analytics Compare how key variables (ownership, dilution) change between funding rounds. |
No information available | |
|
Export to Excel/CSV/PDF Reports and tables can be exported in multiple formats. |
Exports to Excel, CSV, and PDF are natively available from reporting screens. | |
|
API Reporting Capabilities Integrate and retrieve data for internal BI and portfolio dashboards. |
No information available | |
|
Audit Trail Reports Export a record of every change to the cap table for compliance. |
No information available | |
|
Customizable Dashboard Widgets Select, arrange, and configure analytics widgets for tailored dashboards. |
No information available |
Integration & Platform Compatibility
(1 Yes /1 Known /9 Possible features)
|
API Access Provide programmatic access to all or most system features and data. |
No information available | |
|
Integration with Financial Platforms Connect with portfolio management, accounting, and banking software. |
No information available | |
|
HRIS/Payroll Integration Sync employee and grant data with HRIS & payroll systems. |
No information available | |
|
Single Sign-On (SSO) Support Support authentication via SAML, OAuth, or similar for enterprise security. |
No information available | |
|
Cap Table Import Tools Easily import legacy cap tables from Excel or other systems. |
Simple import tools for Excel-based cap tables highlighted during onboarding materials. | |
|
Legal Document API Integration Connect with e-signature or contract management platforms. |
No information available | |
|
Portfolio Management Tool Compatibility Sync data with VC or PE firm portfolio management and CRM systems. |
No information available | |
|
Webhook/Event Triggers Push notifications of critical events to external systems. |
No information available | |
|
Data Import Speed Time to import a typical legacy cap table file. |
No information available |
Security & Privacy
(5 Yes /5 Known /10 Possible features)
|
Data Encryption in Transit and at Rest End-to-end encryption for all sensitive data. |
Security documentation describes end-to-end encryption for data. | |
|
Multi-factor Authentication Require two or more methods of identity verification for access. |
Multi-factor authentication offered as an account security option (FAQ/security documentation). | |
|
Granular Permission Settings Specify data access permissions at user and group levels. |
Granular permission levels for users and roles is shown in admin dashboard. | |
|
Audit Trails for Sensitive Actions Track and report all sensitive or administrative actions. |
Activity/audit logs for sensitive actions are supported. | |
|
Penetration Testing & Vulnerability Scans Regular third-party testing for security vulnerabilities. |
No information available | |
|
EU/US Data Residency Options Allow data storage in jurisdiction meeting compliance needs. |
No information available | |
|
GDPR/CCPA Compliance Meet requirements for major data privacy regulations. |
Claims compliance with major privacy frameworks like GDPR/CCPA in legal/disclosures. | |
|
User Session Timeout Control Automatic logoff after inactivity. |
No information available | |
|
Incident Response Time Maximum time to respond to a detected breach. |
No information available | |
|
SOC 2/ISO 27001 Certification Third-party certification for information security controls. |
No information available |
User Experience & Support
(4 Yes /4 Known /10 Possible features)
|
Intuitive User Interface Modern interface with logical navigation suitable for non-technical users. |
Interface is designed for non-technical founders; user reviews and product shots describe modern, intuitive UI. | |
|
Onboarding/Training Resources Comprehensive tutorials, guides, or live training available. |
Comprehensive onboarding and knowledge-base resources are available, including video guides. | |
|
In-app Guidance/Tool Tips Context-sensitive help available throughout the platform. |
In-app help and tooltips described in product tour and onboarding. | |
|
Real-time Chat Support Direct access to support via in-app chat. |
No information available | |
|
Knowledge Base/Help Center Searchable, updated documentation for troubleshooting and feature usage. |
Extensive searchable help center/knowledge base exists for troubleshooting and product questions. | |
|
Service Level Agreement (SLA) Guaranteed response and issue-resolution times. |
No information available | |
|
Mobile Accessibility Optimized for mobile devices or dedicated iOS/Android app. |
No information available | |
|
Customizable Branding Company branding/logo on user portals and communications. |
No information available | |
|
User Feedback Channels Collect feature requests and feedback from users in-app. |
No information available | |
|
Average Support Response Time Typical time for initial support reply to user queries. |
No information available |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.