Captable.io

Simplify cap table management and equity modeling for startups, for free.

by Captable.io · Financial Planning & Analysis

Captable.io screenshot

Executive Summary

Captable.io is a cloud-based platform designed for early-stage companies to easily create, manage, and model their capitalization tables. It provides founders, employees, lawyers, and investors with a free tool to track equity, model investment rounds, and understand ownership dilution. The platform aims to simplify complex equity management, promote transparency, and support strategic financial planning for startups.

Use Cases

  • Creating and maintaining an accurate capitalization table for early-stage companies.
  • Modeling the impact of new investment rounds on shareholder ownership and dilution.
  • Managing employee stock option plans (ESOPs) and tracking vesting schedules.
  • Securely sharing cap table data with co-founders, employees, lawyers, and investors.
  • Performing exit scenario analysis to understand potential distributions in a liquidity event.
  • Ensuring compliance with equity-related regulations and preparing for audits.

Features

Visibility

  • Single Source of Truth Cap Table: Maintains a centralized, accurate, and up-to-date record of all company ownership.
  • Self-Service Shareholder Portal: Allows founders, employees, and investors to view their real-time equity holdings and ownership details.
  • Granular Access Control: Enables administrators to set specific permissions for different stakeholders, controlling who can view or edit sensitive information.
  • Full Metadata Export: Provides the ability to export all cap table data in portable formats for external analysis or record-keeping.

Intelligence

  • Financing Round Modeling: Simulate the impact of potential funding rounds on current ownership and dilution.
  • Exit Modeling with Waterfall Analysis: Project how proceeds from a sale or liquidity event would be distributed among all shareholders based on their equity terms.
  • Convertible Instrument Calculator: Analyze the conversion of convertible notes and SAFEs into equity under various scenarios.
  • Equity Plan Vesting & Balance Analytics: Track vesting schedules, exercise events, and current balances for employee equity plans.
  • Automatic Error Audits: Identifies potential discrepancies or errors in the cap table data to ensure accuracy.

Support

  • Self-Service Knowledge Base: Access to a comprehensive library of articles and guides for self-help and troubleshooting.
  • Cap Table Migration & Setup: Assistance with migrating existing cap table data into the platform and initial setup.
  • Responsive Support Team: Access to a support team for queries and assistance.

Technical Specifications

Architecture
Cloud-native SaaS
Deployment
Cloud/SaaS
Authentication
Granular access and permission control
API Available
No
MCP Server
No

Infrastructure

  • Cloud infrastructure

Integrations

  • AngelList

Security & Compliance

Encryption: Standard encryption (implied)

Data Residency:

Pricing

Model
Freemium with tiered subscription for advanced features
Starting Price
Free-forever plan available; 'Diligence' plan starts at $160/month for Seed to Series A companies, $280/month for Series B, and custom for Series C+.
Target Customer
SMB, Early-stage startups to Series C+ companies
Contract Type
Monthly, Annual (implied for tiered plans)
Free Trial
Yes, Free-forever plan (credit card required)

About Captable.io

Captable.io is a free, cloud-based software designed for startups to manage their capitalization tables, model investments, and track equity. It aims to simplify cap table creation and scenario modeling for founders, employees, lawyers, and investors, and is provided as a public service by its founders, including Eric Ries.

Public Service / Initiative

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