What is Easy CapTable?
Easy CapTable is an equity management platform designed for startups, growing companies, and fund managers. It provides professional tools to track ownership, issue employee stock options, and maintain compliance with tax and regulatory requirements. The platform uses AI intelligence and workflow automation to simplify complex equity management tasks, helping users avoid costly mistakes and prepare for fundraising.
With features like interactive data visualization, predictive dilution modeling, and automatic compliance reminders, Easy CapTable enables users to manage equity efficiently. It integrates with existing HRIS, accounting, and document systems, ensuring real-time updates and reducing manual data entry. The platform offers bank-level security and supports multiple entity types, making it suitable for various organizational structures.
Features
- Visualization: Interactive charts and graphs showing ownership breakdowns and dilution modeling
- Smart Insights: AI-powered predictive modeling for dilution warnings and market benchmarking
- Automation: Trigger-based automation for compliance reminders, vesting schedules, and document generation
- Integrations: Native connections with HRIS, accounting, and document systems like BambooHR and QuickBooks
- Documents: Instant generation of professional stock certificates and compliance reports
- Multi-Entity Support: Management of multiple companies, LLCs, and funds in one platform
- Valuations: IRS-approved 409A valuations for issuing stock options
- Employee Portal: Portal for employees to view their equity, vesting schedules, and potential value
- Security: Bank-level encryption, two-factor authentication, and SOC 2 certification
Use Cases
- Splitting equity fairly between co-founders with proper vesting schedules
- Preparing for fundraising by maintaining clean cap table records for due diligence
- Offering stock options to employees and tracking equity grants accurately
- Managing multiple portfolio companies or funds with complex ownership structures
- Automating compliance tasks like 83(b) tax elections and regulatory filings
- Generating professional reports and documents for investors or audits
- Modeling dilution scenarios to negotiate better terms during fundraising
FAQs
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What types of companies can use Easy CapTable?
Easy CapTable is suitable for startups, growing companies, fund managers, and organizations with multiple entities like LLCs or VC funds. -
How does Easy CapTable help with compliance?
It provides automatic reminders for tax deadlines like 83(b) elections, tracks vesting milestones, and generates compliance reports to avoid legal issues. -
Can I import data from existing systems?
Yes, you can upload cap table data from Excel, CSV, or migrate from other platforms, and it integrates with tools like BambooHR and QuickBooks. -
What security measures are in place?
The platform uses bank-level encryption, two-factor authentication, audit logs, and is SOC 2 certified to protect sensitive equity data. -
How long does it take to set up Easy CapTable?
Users can be up and running in 15 minutes by importing data and starting to track equity without lengthy onboarding.
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Easy CapTable Uptime Monitor
Average Uptime
100%
Average Response Time
806.87 ms
