Capital Equity Management

The Platform

A Complete System for Equity Administration

Capital Equity Management brings every aspect of equity administration into one structured, reliable platform. From cap table records and transaction history to investor management, reporting, and compliance.

One authoritative record of all ownership

Cap Table Management

Maintain a single, accurate record of all shareholders, share classes, ownership percentages, options, warrants, and other securities. Replace error-prone spreadsheets with a structured system designed specifically for ownership data.

  • Track all shareholders and their holdings in one place
  • Support for multiple share classes including common, preferred, and more
  • Options, warrants, convertible instruments, and SAFEs
  • Real-time ownership percentages and fully diluted calculations
  • Historical snapshots at any point in time

Complete transaction history with a clear audit trail

Equity Transactions

Record every equity event including issuances, transfers, cancellations, exercises, and conversions, with a structured transaction history that grows with your company and supports compliance and due diligence.

  • Share issuances, transfers, and cancellations
  • Option exercises and warrant conversions
  • Convertible note and SAFE conversions
  • Full audit trail for every transaction
  • Supporting documentation linked to each event

Centralized investor profiles and relationship records

Investor Management

Maintain complete investor profiles with holdings, contact information, communications, and documents in one place. Give your team the information it needs without searching across multiple systems.

  • Investor profiles with contact and entity information
  • Holdings history and transaction records per investor
  • Document storage including agreements, certificates, and statements
  • Communication logs and notes
  • Investor classification and grouping

Employee stock options and vesting schedule management

Equity Plans

Manage employee stock option plans, individual grants, and vesting schedules with less manual administration. Track outstanding options, vested shares, and upcoming vesting events across your entire workforce.

  • Stock option plan administration
  • Individual grant records with vesting schedules
  • Cliff and graded vesting support
  • Vesting event tracking and notifications
  • Outstanding and exercised option reporting

Organize funding rounds from commitment to close

Capital Raise Tracking

Track funding rounds from initial investor commitments through closing, recording the resulting ownership changes and updating the cap table automatically as investments are finalized.

  • Funding round setup and investor commitment tracking
  • Pre-money and post-money valuation records
  • Automatic cap table updates on close
  • Round documentation and closing records
  • Historical round summary and timeline

Model scenarios before decisions are made

Dilution Modeling

Understand how proposed financing rounds, new equity grants, or option pool expansions will affect existing shareholders before commitments are made. Model multiple scenarios side by side.

  • Financing round scenario modeling
  • Option pool expansion impact analysis
  • Pre-transaction and post-transaction ownership comparison
  • Multiple scenario comparison
  • Fully diluted ownership projections

All equity-related documents in one secure location

Document Management

Store and organize shareholder agreements, board approvals, stock certificates, subscription agreements, and all other equity-related documents alongside the records they support.

  • Shareholder agreements and subscription documents
  • Board resolutions and corporate approvals
  • Stock certificates and option grant letters
  • Documents linked to specific transactions and investors
  • Secure storage with access controls

Accurate reports with a reliable audit trail

Reporting & Compliance

Generate ownership summaries, transaction histories, capitalization tables, and other reports for board meetings, investor updates, due diligence, and compliance purposes.

  • Capitalization table reports
  • Transaction history and audit trail
  • Ownership summary by shareholder and share class
  • Board and investor reporting packages
  • Due diligence data room support

Secure investor access to holdings and documents

Investor Portal

Give investors secure, self-service access to their holdings, transaction history, documents, and company information. This reduces administrative requests and improves investor communication.

  • Secure investor login and access controls
  • Holdings and transaction history view
  • Document access including statements, agreements, and certificates
  • Company updates and announcements
  • Configurable access levels per investor

Ready to see the platform in action?

Contact us to learn how Capital Equity Management can help your company manage equity with greater accuracy, organization, and confidence.