Free Cap Table Tool: What You Get and What You Give Up

The appeal of a free cap table tool is obvious for a bootstrapped startup. But "free" in software usually means one of three things: a limited feature set, a data model for reselling your information, or a loss-leader to push you toward a paid upgrade. Understanding which applies to the tool you're considering matters more than the price tag itself.

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What Free Tools Typically Cover

Most free cap table tools handle the basics: recording shareholders, tracking ownership percentages, and showing a simple table of who owns what. Some include basic vesting schedule entry. A few offer PDF export or a simple round calculator. For a company with two founders, no outside investment, and no complex equity arrangements, this may be entirely sufficient.

  • Recording shareholders and their holdings
  • Tracking ownership percentages
  • A simple table of who owns what
  • Basic vesting schedule entry, in some tools
  • PDF export or a simple round calculator, in a few

What You Usually Give Up

The features most commonly absent in free tiers are: convertible instrument modeling (SAFEs and notes), round simulation with dilution preview, dynamic equity tracking, anti-dilution calculation, audit log history, and multi-user collaboration with access controls. These are also the features that matter most at the exact moment a startup is closing a deal or bringing on a new member — when you least want to discover a limitation.

FeatureTypical free tierEquafy
Convertible modeling (SAFEs & notes)Usually absentIncluded
Round simulation with dilution previewUsually absentIncluded
Dynamic equity trackingUsually absentIncluded
Audit log historyUsually absentIncluded

These are also the features you need at the exact moment you're closing a deal or bringing on a new member.

The Audit Trail Problem

One underappreciated feature of proper cap table software is the audit trail: a record of every equity change, who made it, and when. In due diligence, investors and lawyers want to understand the full history of the cap table — not just its current state. A free tool without audit logging forces you to reconstruct history from documents, which is slow and sometimes impossible. Equafy logs every action — share issuances, reversions, member changes — with timestamps and descriptions.

Due diligence asks for history, not just state

Investors and lawyers want the full history of the cap table, not a snapshot. Without audit logging you have to reconstruct it from documents — slow, and sometimes impossible.

Frequently Asked Questions

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Equafy gives you a full-featured cap table — contributions, vesting, SAFEs, round simulation, and a complete audit trail — built for the early stage.

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