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Mantle
Modern Solutions for Managing Private Assets

Mantle
Freemium
From 100$

Home: https://withmantle.com

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What is Mantle?

Mantle provides sophisticated solutions tailored for the complexities of private asset management. It leverages AI to streamline cap table administration for founders, operators, and law firms, facilitating the tracking, issuance, and management of company equity through automated workflows and robust planning tools. The platform ensures accuracy and compliance, simplifying traditionally time-consuming processes like cap table reviews.

Beyond cap table management, Mantle offers services such as fast, audit-ready 409A valuations to maintain compliance. For Limited Partners, the Mantle Portal delivers real-time investment intelligence by automatically gathering and extracting crucial data from financial documents like capital calls and K-1s, all within a secure environment adhering to SOC 2 Type II standards.

Features

  • AI-Native Cap Table Management: Track, issue, and manage company equity with automated workflows.
  • 409A Valuations: Provides fast, audit-ready annual 409A valuations.
  • AI-Powered Tie-Out Tool: Streamlines cap table reviews for law firms.
  • Private Asset Management Portal (Mantle Portal): Automatically gathers and extracts key data from capital calls, distributions, K-1s for LPs.
  • Scenario Modeling: Includes Pro Forma and AI-Powered Term Sheet Modeler.
  • Equity Plan Administration: Manage multiple equity plans and issue various security types.
  • E-signing Integration: Supports electronic signatures for documents.
  • Secure Data Room: Provides a secure environment for stakeholder data.
  • SOC 2 Type II Compliance: Adheres to high security standards.
  • Nasdaq Private Market Integration: Sync cap table data for liquidity programs.

Use Cases

  • Manage company cap tables accurately and efficiently.
  • Issue and track equity grants (options, shares, SAFEs, etc.).
  • Obtain compliant 409A valuations for startups.
  • Model financial scenarios and potential funding rounds.
  • Streamline cap table reviews and tie-outs for law firms.
  • Provide Limited Partners with real-time investment insights.
  • Automate data extraction from LP financial documents.
  • Facilitate employee stock option exercising.
  • Maintain compliance records for equity management.
  • Prepare for liquidity events like tender offers.

FAQs

  • Am I eligible for the free trial?
    For a limited time, we are offering a free 30-day trial of the Essentials plan. Mantle supports all registered C-corps in the US or Canada (unfortunately, we don’t support LLCs at this time).
  • How long does the setup process take?
    Getting set up on Mantle is easy. Whether you’re upgrading from spreadsheets or moving over from another provider, we’ll help set up your account. The typical process takes 1-5 business days but could take longer depending on the quantity and quality of company documents provided.
  • I’m looking to switch from Carta or another provider. What is the process?
    Use our registration form to sign up and let us know your current cap table solution provider. Once you grant Mantle access to the account, we’ll take care of the rest. Your cap table on Mantle will typically be set up in 1-5 business days.
  • What types of companies does Mantle support?
    Mantle supports all registered C-corps in the US or Canada (unfortunately, we don’t support LLCs at this time). We have companies that are freshly incorporated using our platform all the way up to companies with hundreds of stakeholders.
  • How does Mantle handle cap table data?
    Mantle complies with Service Organization Control Type 2 (SOC 2) standards and follows security guidelines established by the American Institute of CPAs (AICPA). We adhere to the best practices in managing and protecting your data.

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