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Cap Table Management Software for Portfolio Management
Solutions for tracking equity ownership, option pools, liquidation preferences, and dilution scenarios across funding rounds.
Other Portfolio Management
Deal flow management, portfolio updates and metrics tracking, investor updates, collaboration tools, data visualization, and custom templates for consistent reporting across portfolio companies.
Streamlined cap table, scenario modeling, reporting tools, automated compliance for 409A valuations, and integration with other financial tools.
Efficient cap table management with features allowing for equity calculation, dilution analysis, and investor tracking all in a single platform.
Capshare Cap Table Management
By: Capshare (part of Solium, now Morgan Stanley at Work)
https://www.capshare.com/features/cap-table-management/
By: Capshare (part of Solium, now Morgan Stanley at Work)
https://www.capshare.com/features/cap-table-management/
Cap table automation, option issuance and vesting schedules, scenario modeling, e-signatures for equity transactions, investor and board dashboards, fundraising and dilution modeling tools.
Shareworks for Venture Capital
By: Shareworks by Morgan Stanley
https://www.shareworks.com/audience/venture-capital-firms/
By: Shareworks by Morgan Stanley
https://www.shareworks.com/audience/venture-capital-firms/
Portfolio monitoring, cap table management, scenario modeling, exit planning, investor reporting, data rooms, and portfolio company support. Includes valuation services and financial reporting for venture capital firms.
Portfolio company cap table tracking, scenario modeling, exit planning, investment returns calculations, data aggregation across portfolio, and custom reporting. Includes document storage and sharing capabilities.
Sapphire Portfolio Growth Platform
By: Sapphire Ventures
https://sapphireventures.com/portfolio-growth/
By: Sapphire Ventures
https://sapphireventures.com/portfolio-growth/
Cap table management, portfolio analytics, benchmarking tools, scenario planning, exit modeling, and financial reporting for venture capital portfolio management.
SPV administration, portfolio company cap table tracking, reporting and analytics, document management, banking integration, tax document preparation, and investor communications for venture capital firms.
Portfolio company tracking, cap table management, scenario modeling, investment performance metrics, data visualization, custom reporting, and portfolio company comparison tools.
Portfolio management, cap table tracking, investment modeling, document management, stakeholder communications, and reporting functionalities tailored for venture capital firms investing in European startups.
Portfolio cap table access, equity tracking, scenario modeling, exit planning, investment performance metrics, document management, and stakeholder communication tools for venture capital firms.
Portfolio management, cap table tracking, round modeling, document management, and stakeholder communication tools. Features real-time investment data, scenario planning, and investment reporting for venture capital firms.