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Capdesk for Investors from Capdesk
Portfolio management, cap table tracking, investment modeling, document management, stakeholder communications, and reporting functionalities tailored for venture capital firms investing in European startups.
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.
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Equity and Securities Tracking
(9 Yes /9 Known /11 Possible features)
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Support for Multiple Security Types Ability to model and manage various security instruments (e.g., common stock, preferred stock, options, warrants). |
Product offers portfolio management and cap table tracking including equity, options, and warrants as per feature list and marketing materials. | |
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Convertible Instruments Handling Support for convertible notes, SAFEs, and conversion mechanics. |
Capdesk supports convertible notes/SAFEs and related mechanics, per documentation and feature overview. | |
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Option Pool Tracking Track outstanding, available, and allocated options in employee or founder option pools. |
Option pool tracking is a standard cap table feature in Capdesk, as listed in their feature set. | |
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Warrant Tracking Ability to grant, track, and exercise warrants. |
Warrant tracking is included, as Capdesk covers different classes and grant types. | |
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Share Ledger Maintain a digital record of all share issuances, transfers, cancellations, and exercises. |
Digital share ledger is a core function, with full tracking of issuances and transfers. | |
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Certificate Management Generate, issue, and store digital/electronic share certificates. |
Generation and management of digital/electronic certificates is supported on Capdesk. | |
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Vesting Schedules Configure and track custom vesting schedules for options and RSUs. |
Vesting schedule configuration and tracking is part of Capdesk's offering. | |
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Automatic Vesting Calculations Platform automatically calculates vested and unvested shares for stakeholders. |
Capdesk auto-calculates vesting as per schedule and stakeholder. | |
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Rule-based Triggers Automate vesting, acceleration, and lapse conditions based on company events. |
No information available | |
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Partial Exercise and Early Exercise Support Support for partial option exercises and early exercises where permitted. |
No information available | |
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Restrictions on Securities Identify and enforce transfer restrictions on securities according to company rules or regulations. |
Supports transfer restrictions enforcement, according to documentation/marketing. |
Ownership & Dilution Modeling
(7 Yes /7 Known /10 Possible features)
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Real-time Ownership Calculation View current equity breakdowns for all stakeholders. |
Provides real-time ownership tables and breakdowns. | |
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Pro-forma Cap Table Modeling Create modeled cap tables reflecting hypothetical fundraises, conversions, and exits. |
Pro-forma cap table modeling is a highlighted feature for investment scenarios. | |
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Custom Scenario Analysis Build and save unlimited dilution or exit scenarios for comparative analysis. |
Scenario analysis functionality is included for modeling portfolio outcomes. | |
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Automatic Conversion of Notes and SAFEs Automate and visualize how convertible notes and SAFEs convert into equity upon a qualified financing. |
Supports automation of SAFE/note conversions at financing, according to documentation. | |
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Drag-along/Tag-along Rights Modeling Visualize how contractual protections affect ownership in various exit or funding scenarios. |
No information available | |
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Cumulative Dilution Impact Calculation Quantify, and visually represent, dilution over time and across rounds. |
Visual and quantitative dilution tracking and modeling is explicitly provided. | |
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Custom Waterfall Modeling Flexible tools to model proceeds distribution across varying terms. |
No information available | |
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Ownership Change History Access version history and audit trail of changes to equity ownership. |
Audit trail of all equity and ownership changes is supported. | |
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Stakeholder Role-based Scenarios Easily show outcomes for specific current or future stakeholders. |
No information available | |
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Automatic Error Detection in Model Assumptions Warn users if scenario assumptions (e.g., pre vs post-money, option pool location) are invalid. |
Automatic error detection and cap table validation checks are present. |
Funding Round Management
(5 Yes /5 Known /9 Possible features)
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Round Modeling (Pre-money/Post-money) Accurately model both pre-money and post-money convertible/price rounds. |
Pre-money and post-money round modeling is supported (see funding round tools). | |
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Round-specific Terms Handling Model round mechanics including lead/side investor splits, share classes, and closing schedules. |
No information available | |
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Round Document Storage Link to, or store, funding round documentation (term sheets, share purchase agreements). |
Document upload and storage for rounds is supported. | |
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Automatic Cap Table Update Platform updates all relevant ownership, price per share, and dilution metrics upon closing a round. |
Cap table auto-updates on round close, per product overview. | |
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Investment Tranche Tracking Track multiple investment tranches and their impacts on ownership and proceeds. |
No information available | |
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Safe/Note Conversion Rules Customization Handle different conversion triggers, discounts, valuation caps, and MFN provisions. |
SAFE/note conversion settings, such as discounts and caps, are configurable. | |
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Investor Communication Tools Built-in bulk or individual notification to investors during round closing. |
No information available | |
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Automatic Legal Calculations Calculate minimum investment, share allocations, and legal constraints per round. |
No information available | |
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Pre/Post Money Valuation Entry Input and visualize impact of changing company valuations. |
Pre/post-money valuations can be entered and recalculated, as detailed in FAQs. |
Liquidation Preferences & Waterfall Analysis
(3 Yes /3 Known /9 Possible features)
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Custom Waterfall Analysis Model and visualize proceeds distribution for various exit scenarios. |
Waterfall analysis and payout modeling are listed as available for investment and exit planning. | |
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Multiple Liquidation Preference Types Support for 1x, 2x, capped, non-capped, participating and non-participating preferences. |
Multiple liquidation preference types (1x, 2x, capped, etc.) are modeled in scenarios. | |
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Stacked Preference Modeling Handle multiple stock classes in different seniority positions in the stack. |
No information available | |
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Automatic Participation Rights Calculation Correctly split proceeds between preferred and common according to terms. |
No information available | |
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Conversion Threshold Scenarios Visualize effect of converting to common stock in different exit scenarios. |
No information available | |
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Change-of-control Provisions Model terms that govern sale, IPO, or company dissolution events. |
No information available | |
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Exit Carve-outs Modeling Support for management or founder performance-based carve-outs on exit. |
No information available | |
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Multiple Rounds/Classes Waterfall Simultaneously model multiple preferred series and complex seniority scenarios. |
No information available | |
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Distribution Reports Generate summary reports for each stakeholder showing expected payouts. |
Distribution/payout reports for stakeholders are available as part of reporting tools. |
Compliance and Document Management
(7 Yes /7 Known /9 Possible features)
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Rule 701 & 409A Compliance Tools Automated tracking to ensure compliance with U.S. securities laws on equity issuance and valuation. |
Rule 701 and 409A compliance monitoring present for US/UK/EU companies per compliance FAQs. | |
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FMV/409A Valuation Integration Support for collecting and recording current and historical IRS-compliant equity valuations. |
Integration (either direct or via exports) supporting 409A valuations is available. | |
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Document Generation & E-signature Generate common equity documents (option agreements, stock certificates) and collect e-signatures. |
Document generation and e-signature integration are present for equity documents. | |
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Bulk Document Distribution Distribute equity-related documents to all relevant stakeholders securely. |
Bulk document distribution is a feature, per marketing and help center. | |
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Audit and Change Logs Maintain a secure, immutable audit trail of changes to the cap table. |
Audit/change logs for cap table are maintained as per platform compliance. | |
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Regulatory Filings Preparation Tools to help generate or pre-fill regulatory or tax forms for the relevant jurisdictions. |
No information available | |
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Data Export/Import Ability to easily export or import cap table data in multiple formats (Excel, CSV, PDF). |
Import and export of data to CSV/Excel/PDF is described in documentation. | |
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Secure Document Storage Encrypted, permission-controlled storage for equity and legal documents. |
Document storage with access controls is a core offering. | |
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Version Control for Documents Maintain and navigate through multiple versions and amendments of vital documents. |
No information available |
Stakeholder Access and Communication
(7 Yes /7 Known /9 Possible features)
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Role-based Access Control Assign permissions to view, edit, or administer according to stakeholder role. |
Role-based permissions configurable for access control. | |
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Self-service Stakeholder Portals Allow investors and employees to log in, review their holdings, and execute equity actions. |
Stakeholders (investors, employees) have self-service portals to view and act on holdings. | |
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Automated Notifications Notify stakeholders of important events (grants, exercises, company actions). |
System notifications for equity events are in stakeholder communications module. | |
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Bulk Communication Tools Send round or company updates to multiple users at once. |
Bulk communications (round/portfolio updates) included in feature set. | |
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Stakeholder Statement Generation Generate downloadable statements or confirmations for individual or all stakeholders. |
Stakeholder statements and downloadable equity confirmations listed in reporting functionality. | |
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View & Download Permissions Granular controls for who can view or export confidential information. |
Granular permissions for document and data visibility/export are available per user. | |
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Customizable Email Templates Customize automatic communication templates for company branding and compliance. |
Email and notifications templates are customizable for branding, as per support center. | |
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Access Logs Monitor and record when and how users access sensitive information. |
No information available | |
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User Activity Limits Ability to set limits on bulk downloads or data scraping per user. |
No information available |
Reporting and Analytics
(5 Yes /5 Known /9 Possible features)
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Custom Cap Table Reports Generate up-to-date and scenario-based cap table reports for internal and external stakeholders. |
Custom cap table reports for investments and scenarios are highlighted as core function. | |
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Dilution History Charts Visual charts showing how dilution has impacted key stakeholders over time. |
Dilution tracking and history reports with charts are available in report section. | |
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Exit and Waterfall Charting Generate graphical outputs of payout scenarios under exits/IPOs. |
Exit and waterfall analysis with visualization (charting) present as exit modeling feature. | |
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Vesting Progress Reporting Provide snapshots and detailed histories of option/RSU vesting by stakeholder. |
Vesting and progress reporting for options/RSUs is covered in both participant and admin views. | |
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Round Comparison Analytics Compare how key variables (ownership, dilution) change between funding rounds. |
No information available | |
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Export to Excel/CSV/PDF Reports and tables can be exported in multiple formats. |
Data and reports exportable to Excel, CSV, and PDF formats. | |
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API Reporting Capabilities Integrate and retrieve data for internal BI and portfolio dashboards. |
No information available | |
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Audit Trail Reports Export a record of every change to the cap table for compliance. |
No information available | |
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Customizable Dashboard Widgets Select, arrange, and configure analytics widgets for tailored dashboards. |
No information available |
Integration & Platform Compatibility
(6 Yes /6 Known /9 Possible features)
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API Access Provide programmatic access to all or most system features and data. |
No information available | |
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Integration with Financial Platforms Connect with portfolio management, accounting, and banking software. |
Integration with financial and accounting platforms (Xero, Quickbooks, etc.) mentioned in support docs. | |
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HRIS/Payroll Integration Sync employee and grant data with HRIS & payroll systems. |
HRIS and payroll system integrations included for employee data syncing. | |
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Single Sign-On (SSO) Support Support authentication via SAML, OAuth, or similar for enterprise security. |
Single Sign-On (SSO) support (SAML/OAuth) is promoted as an enterprise feature. | |
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Cap Table Import Tools Easily import legacy cap tables from Excel or other systems. |
Excel/CSV legacy cap table importers are available for onboarding. | |
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Legal Document API Integration Connect with e-signature or contract management platforms. |
API and native integration with DocuSign and other e-signature solutions available. | |
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Portfolio Management Tool Compatibility Sync data with VC or PE firm portfolio management and CRM systems. |
Portfolio management system integration supported for fund and portfolio analytics. | |
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Webhook/Event Triggers Push notifications of critical events to external systems. |
No information available | |
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Data Import Speed Time to import a typical legacy cap table file. |
No information available |
Security & Privacy
(6 Yes /6 Known /10 Possible features)
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Data Encryption in Transit and at Rest End-to-end encryption for all sensitive data. |
Data encryption at rest and in transit listed in Capdesk security documentation. | |
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Multi-factor Authentication Require two or more methods of identity verification for access. |
Multi-factor authentication available for enhanced account security. | |
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Granular Permission Settings Specify data access permissions at user and group levels. |
Granular permission system to specify data access/roles supported. | |
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Audit Trails for Sensitive Actions Track and report all sensitive or administrative actions. |
All sensitive/admin actions are logged in audit trail, per compliance documentation. | |
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Penetration Testing & Vulnerability Scans Regular third-party testing for security vulnerabilities. |
No information available | |
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EU/US Data Residency Options Allow data storage in jurisdiction meeting compliance needs. |
No information available | |
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GDPR/CCPA Compliance Meet requirements for major data privacy regulations. |
Capdesk advertises GDPR and CCPA compliance for EU/US customers. | |
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User Session Timeout Control Automatic logoff after inactivity. |
No information available | |
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Incident Response Time Maximum time to respond to a detected breach. |
No information available | |
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SOC 2/ISO 27001 Certification Third-party certification for information security controls. |
SOC2 certification is referenced in their security center. |
User Experience & Support
(7 Yes /7 Known /10 Possible features)
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Intuitive User Interface Modern interface with logical navigation suitable for non-technical users. |
Capdesk is known for its modern, intuitive UI, targeting non-technical users in VC/portfolio context. | |
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Onboarding/Training Resources Comprehensive tutorials, guides, or live training available. |
Onboarding, guides, and live support are mentioned in their help and sales documentation. | |
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In-app Guidance/Tool Tips Context-sensitive help available throughout the platform. |
Contextual help and tips, and workflow aids, present throughout the platform. | |
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Real-time Chat Support Direct access to support via in-app chat. |
No information available | |
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Knowledge Base/Help Center Searchable, updated documentation for troubleshooting and feature usage. |
Online searchable knowledge base/help center available for all users. | |
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Service Level Agreement (SLA) Guaranteed response and issue-resolution times. |
Commercial contracts include SLA for response and uptime. | |
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Mobile Accessibility Optimized for mobile devices or dedicated iOS/Android app. |
Mobile-optimized web app and support for mobile platforms mentioned in product overview. | |
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Customizable Branding Company branding/logo on user portals and communications. |
Some customization of branding/logo for portals and communications is available. | |
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User Feedback Channels Collect feature requests and feedback from users in-app. |
No information available | |
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Average Support Response Time Typical time for initial support reply to user queries. |
No information available |
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