Solutions

Equity Management for Every Stage of Growth

Capital Equity Management is built for the range of companies and teams that deal with equity complexity. From early-stage startups to established private companies managing multiple share classes, funding rounds, and a growing investor base.

Move beyond spreadsheets before complexity forces you to

Growing Companies

Most companies start managing equity in spreadsheets. That works until it doesn't, and the transition point usually arrives faster than expected. Capital Equity Management gives growing companies the structure they need before errors become costly.

Replace spreadsheets with a structured, reliable system
Maintain accurate records as ownership evolves
Prepare for investor due diligence with organized data
Scale the platform as your company grows

Understand your ownership structure at every stage

Founders & Leadership

Founders need to understand how equity decisions affect their ownership and their company's capital structure. Our platform gives leadership teams clear visibility into ownership, dilution, and the impact of proposed transactions.

Clear view of current ownership and fully diluted structure
Model financing scenarios before committing
Understand dilution impact of new grants and rounds
Reliable data for board and investor discussions

Accurate records and reliable reporting for compliance

Finance & Legal Teams

Finance and legal teams need equity data they can trust. Capital Equity Management provides structured records, complete transaction histories, and reporting tools that support compliance, audits, and due diligence.

Authoritative cap table and transaction records
Complete audit trail for every equity event
Reporting for board meetings and investor updates
Due diligence data room support

Manage complex ownership structures with confidence

Multi-Shareholder Organizations

Companies with multiple share classes, a large investor base, or complex ownership structures need more than a spreadsheet. Our platform handles the complexity of multiple security types, investor profiles, and transaction histories.

Multiple share classes including common, preferred, and more
Options, warrants, convertibles, and SAFEs
Large investor base management
Complex transaction history and reporting

Administer stock options and vesting with less manual work

Employee Equity Programs

Managing employee stock option plans requires tracking individual grants, vesting schedules, exercises, and cancellations across a growing workforce. Our platform reduces the administrative burden and keeps records accurate.

Stock option plan and grant administration
Vesting schedule tracking and event management
Exercise and cancellation recording
Outstanding option reporting

Organize funding rounds from commitment to close

Capital Raising

Raising capital involves managing investor commitments, tracking round progress, and updating ownership records when rounds close. Capital Equity Management keeps everything organized and the cap table current.

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