Automatically generate a capitalization table (cap table) based on equity transactions. The table includes common stock, preferred stock, options, and warrants. Export to spreadsheet applications.
Record individual transactions to keep a precise ownership register.
Owners and Subsidiaries
View owners and subsidiaries for each entity. Explore the org chart by focusing on any entity.
Capture ownership in the entity using the simple or transactional method.
- The simple method is best for closely held entities with a small ownership pool.
- Use the transaction method for widely held entities. Entity types are fully customizable as are tax classifications.