Do Your Cap Table Processes Suffer
from These Challenges?
Struggle to Quickly Access Your Data
You need reliable and accurate data to hold up your end of shareholder and employee communication needs. But how quickly and easily can you create and update accurate ledger-based cap tables?
Manually Modeling Every Funding Scenario?
As your company grows and prepares for the next round of funding, do you struggle to easily model and compare pre/post-round-of-funding scenarios?
Spreadsheets Can’t Scale and are Error Prone
As the number of plan participants increases, do you find it harder to keep track of employee awards and equity grants while ensuring that shareholders can easily access essential information?
Generate Accurate Ledger-Based Cap Tables
Deliver a new level of insight and analysis that grows with your business, underpinned by more organized data for better decisions, and enhanced communications. Generate cap tables by date, ensuring that you have a comprehensive view of stakeholder holding from a trusted single source of truth.
Create high-impact distribution waterfalls to identify the pay-out for each class of security at any exit amount, so you can model and compare various term sheets and analyze the capitalization outcomes.
Enjoy extensive support and rich capabilities for LLCs and complex capital structures, robust Profit Interest Units (PIUs), and Management Incentive Units (MIUs) awards.
Manage your funding rounds including convertible debt and SAFE agreements. Detailed reporting and administrative capabilities ensure you have all the data you need to make decisions and communicate quickly.
3 Ways To Up Your Financial Reporting Game
As a finance professional, you have a talent for turning numbers into information and guiding the business to make important decisions with confidence. But a problem arises when we assume that the rest of the business feels the same way about data and has the skills look at a spreadsheet or financial report and understand it the same way finance does.
- How humans process information and how we can use this to present data in a way that is easier to consume
- Why data is only one-third of the information equation, and how leveraging context can help
- The way collaboration can be integrated into the financial reporting process
- The true importance of real-time and how it can no longer be a “nice-to-have”
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