The reality
Spreadsheets carry you to the first round. Not the next one.
Early ownership is simple until a term sheet lands. Then it is new shareholders, SAFEs converting, option grants, vesting schedules, and a board that wants clean numbers on a Friday. A spreadsheet keeps up for a while. It stops keeping up the first time a due-diligence list arrives.
Your slice of the platform
Cap Table first. Room to grow.
Start with a clean, investor-grade cap table. Add design and intelligence when your first incentive program shows up. Everything else is there the day you need it, not before.
Intelligence
See the picture
Model dilution and exit scenarios before the next round.
Design
Strategy to structure
Available when you design your first option plan.
LTI
Long-term incentives
STI
Variable pay
Governance
Policy to disclosure
Investor-trust framing from the first round.
Cap Table
Native Allshares
Your starting point. Clean cap table, share register, transactions.
Incentive Operations
Native Allshares
Bring your own system
Carta. Ledgy. Morgan Stanley. JP Morgan. Fidelity.
Plug in Carta, Ledgy, or your broker of record.
Strategy
Upstream advisory
Upstream advisory when the first plan and the first round land together.
Design
Plan structuring
Option pool design support, facilitated through Design Studio.
Build & Admin
Execution support
Board & Governance
Committee-grade
Light governance help as the board grows.
In the product
Five surfaces, from day one.
These are the working environments founders, CFOs, and legal counsel actually use. Not deck mockups, not promises. From the first SAFE to the round that gets you to Series B.
Share register · fully diluted · today
10,000,000shares
Who it is for
Built for the people who run ownership now.
You do not have a cap table team. You have a CEO, a CFO or founder-operator, and a lawyer on retainer. This is for them.
01
Founder / CEO
Clean story for investors. No surprises on the dilution slide.
02
CFO / Founder-operator
One source of truth for ownership, grants, and reporting.
03
Legal counsel
Transactions, documents, and compliance in one place.
04
Lead investor
Board-ready reporting and audit-ready records from day one.
1,500+
Companies
110+
Countries
250+
Certified equity experts
When you outgrow startup
