Features

Create, manage and control access to equity projects with guided onboarding and role-based permissions.

• Create new equity projects with a guided wizard
• Interactive onboarding: start from scratch or import a legacy cap table
• Access all your projects from the main dashboard
• Role-Based Access: Owner, Co-owner, Worker and more
• Delete projects you no longer need

Choose between Just Split, Flat, or Custom models to match your company's stage and needs.

• Just Split Model — Recommended: Cash x4, Work x2, Assets x2, IP x2
• Flat Model — All multipliers x1, ideal for service agencies
• Custom Model — Fully editable multipliers per category
• Smart Multiplier suggestions based on project valuation
• Switch between models at any time

Log, edit and simulate contributions across all categories with recurring schedules and simulation mode.

• Log Cash, Work, Tangible, Intangible and Other contributions
• Edit or delete past contributions to keep a clean history
• Recurring contributions: weekly, monthly, quarterly or yearly
• Log-only contributions that don't affect equity (reimbursements, notes)
• Simulation mode: preview impact before committing
• Work contributions by hours (FMV × multiplier) or fixed value
• Full contribution log with filters by member, category and status

Real-time cap table with automatic percentage calculation, pie charts and detailed team breakdowns.

• Slicing Pie model: equity recalculates automatically from contributions
• Real-time cap table updated instantly
• Pie chart showing ownership distribution
• Detailed breakdown per member with points and percentages
• Direct Allocation and Anchor Method for share distribution

Track how equity and contributions evolve over time with interactive charts and period comparisons.

• Interactive charts: daily, weekly, monthly or annual periods
• Equity percentage per member over time
• Total value and contribution count per period
• Breakdown by contribution type (Cash, Work, Tangible, etc.)
• Period comparison: vs previous day, week, month or year

Fine-tune multipliers, set fixed equity, reserved pools, and hard caps with real-time conflict detection.

• Custom multipliers per category
• Fixed equity: percentages that don't change with new contributions
• Reserved equity pool for future hires or investors
• Hard caps: maximum % limit per member
• Real-time conflict detection for simultaneous edits
• Preset models as starting points

Transfer shares, configure time-based vesting with cliff periods, and issue one-time grants from any equity source.

• Transfer shares between shareholders with full audit trail
• Time-based vesting: month-by-month unlock after cliff period
• One-time grants for milestones or advisor bonuses
• Choose equity source: Dynamic Pool, Reserved, or member's Fixed Equity
• Multiple grants per member, each tracked independently
• Smart validation prevents over-committing equity
• Revert applied vesting with one click
• Circular dependency protection

Track pre-round investments with Y Combinator standard support, automatic interest accrual, and round simulation.

• Register SAFEs and Convertible Notes before your priced round
• Y Combinator Post-Money SAFE with automatic dilution calculations
• Smart conversion: auto-evaluates Valuation Cap vs Discount Rate
• Automatic interest accrual for Convertible Notes
• Cap table integration: see pending dilution without altering active shares
• Round Simulator integration for conversion preview

Add, edit and manage team members with roles, permissions and optional hourly rates for work valuation.

• Add and edit members with name, email and role
• Roles: Owner, Co-owner, Worker, Venture Capital and more
• Optional per-member hourly rate (FMV) for work contributions
• Remove members from the project

Track project valuation, simulate funding rounds with advanced dilution strategies, and freeze the cap table.

• Project valuation updated automatically with each contribution
• Round Simulator: plug in pre-money valuation and investment amount
• Advanced dilution: Standard, Pool-First, Pool Protection, Custom
• Freeze project to lock contributions and fix equity state
• Executive summary of the project's final state
• Unfreeze to edit again when needed

Full audit log of every action, secure authentication and role-based access control on all routes.

• Complete audit log: who did what and when
• All modifications recorded including equity changes and vesting events
• Secure login with Supabase Auth
• Role-based access control on routes and actions

Generate signed-ready PDF documents of your cap table and contribution log.

• Export cap table and contribution log as PDF
• Signed-ready documents for legal use

Jurisdiction guides, document templates, secure vault and freeze certificates for legal compliance.

• Jurisdiction guide: US, Spain, UK, Ireland, India, Mexico and more
• Partnership Agreement and other ready-to-use templates
• Document Vault: upload and store signed PDFs securely
• Project freeze certificate for legal use