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Cap Table Management Key Features at a Glance:
- Automated Cap Table Updating: Real-time information keeps your equity landscape crystal clear. Get audit-ready reports, instantly.
- Scenario Modeling: Chart potential futures with ease and make informed decisions that align with your business strategy.
- Equity Management for Startups: Uncomplicate equity grants and issuance, and do so while staying within the bounds of compliance.
- Investor Reporting: Forge trust with professional, detailed reports that communicate your financial acumen.
- 409A Valuation Integration: Effortlessly connect with valuation providers to ensure your equity is priced accurately.
- HRIS and payroll integrations: to keep employee equity records up-to-date and compliant.
- Data Security: Rest assured knowing your sensitive information is safeguarded, while still maintaining accessibility for authorized users.
How Our Cap Table Software Benefits Startups
As a startup, time is of the essence. You're constantly balancing numerous tasks in order to get your business off the ground and running smoothly. With our Cap Table Management Solution, you get
- Immutable Audit Trails: Leave a clear, indisputable path that reflects your company's financial evolution.
- Open Access and Collaboration: Invite stakeholders into a cooperative environment for real-time cap table management.
- Customization: Tailor our software to the unique needs and demands of your business.
What Can a Cap Table Management Platform Do For You?
Eliminate Errors
Real-time and precise updates to your cap table eliminate concerns about errors or reconciliation, allowing you to concentrate on managing your business effectively. Our system guarantees that every modification, be it adding a new investor or granting equity, is promptly updated, ensuring accuracy that is crucial for upholding trust and transparency with your stakeholders.
Fundraise Faster
Easily generate new SAFEs and incorporate existing investment documents within minutes. Our platform streamlines the fundraising process, reducing time and complexity. This enhanced efficiency could be transformative, particularly for startups aiming to seize opportunities promptly.
Unlock Your Full Potential
Access crucial financial reporting, compare equity compensation benchmarks, and implement liquidity programs - all within a single integrated platform.
Why Choose Astrella as Your Cap Table Management Provider?
- Streamlined Processes: Our platform is intuitively designed, ensuring that you spend less time on administrative tasks and more on strategic growth.
- Comprehensive Support: From onboarding to day-to-day queries, our team is here to assist every step of the way.
- Industry-Leading Security: Protect your sensitive financial data with state-of-the-art security measures.
- Flexibility and Scalability: Our software grows with your business, handling increasing complexity with ease.
Astrella's Exceptional Offers:
- Free White-Glove Onboarding: Enjoy expert assistance to perfectly configure your cap table.
- Extended Free Use: Commit to a two or three-year plan and receive up to a year of free access.
- Competitive Pricing Advantage: We promise to halve your current Carta invoice.
- Expert Support: Benefit from a free investor due diligence call and a swift transition—complete within 3 weeks, guaranteed.
Ready to Take the Next Step in Your Cap Table Tracking?
Getting started is simple. Contact us today to schedule a demo and see firsthand how our Cap Table Management Software can revolutionize your equity management and propel your startup towards its goals. Together, we can build the future of business management—efficient, transparent, and compliant. Read Less
Cap Table Management Software
Startups and small businesses have unique challenges, particularly when it comes to equity management and investor relations. That's where our Cap Table Management Software comes into play—designed specifically to cater to the dynamism and agility of burgeoning businesses and discerning investors.
With automated cap table updating, you can say goodbye to the tedious, error-prone process of manual data entry. Real-time updates keep your records flawless and transparent, so you can focus on what you do best—building your business. Read More
Cap Table Key Features
- Cap Table Management: Manage and create cap tables with ease and precision using our cap table management software. This intuitive system helps save time, so you can focus on the success and growth of your business.
- Simple & Secure Setup: At Astrella, we keep cap table management simple. With our quick and easy setup, startup founders can have a clean cap table in no time. Simply sign up, enter your ownership data, and you'll have immediate startup equity management at your fingertips.
- Employee Stock Plan Tracking: Including employee stock options has its benefits, but updating ownership data for a growing number of employees can get out of hand quickly. With our cap table management solution, you will have access to intuitive employee stock plan tracking. Issuing equity and establishing vesting schedules has never been easier!
- Scenario Planning Tools: As a business owner, you want to think three steps ahead to determine the most profitable financial decisions. With our scenario planning tools, you can run expense simulations based on any situation, including financing rounds, exit scenarios, and more.
- Robust Reporting Capabilities: With robust reporting capabilities, you can promise the best investor experience. Our intelligent cap table management software provides an intuitive interpretation of your startup equity with detailed waterfall analysis and reporting.
- Track the Genealogy of a Share: Keep track of the genealogy of your company's shares and stakeholders with real-time updates and an easy-to-use management system.
- Secure Mobile App: Access your ownership data from anywhere using our secure and user-friendly mobile app. With our cap table management platform, you'll never lose touch with shareholders, financing rounds, profits, interests or transactions.
- Regulatory Compliant: With power comes great responsibility to uphold standard reporting and regulations. With our cap table management software, your cap table will be regularly audited to ensure compliance with 409a valuations and that it remains auditor-ready.
- Globally Compliant Document Vault: Store all necessary documents and resources in a single, globally compliant document vault. Our cap table solution offers simple equity management for companies of all sizes and various currencies.
Cap Table Management Software Pricing Options
Let Astrella handle your most important equity and financial processes. We offer Cap Table management pricing options for every level of business, whether you’re an early stage company or small business or a large, private company or portfolio owner. For companies with over 100 stakeholders or those that own or manage multiple, private companies, special custom pricing packages are available.
Astrella's Unique Offer
- Free White-Glove Onboarding: enjoy expert assistance to perfectly configure your cap table.
- Extended FREE Use: commit to a 2 or 3-year plan and receive up to a year of free access.
- Competitive Pricing Advantage: we promise to halve your current Carta invoice.
- Expert Support: benefit from a free investor due diligence call and a swift transition - complete within 3 weeks, guarantee.
Who Benefits from Our Cap Table Management Software?
Cap Table Benefits for Startups
Ownership, finance, and equity are concerns for the entire lifetime of a business. Astrella provides the cloud-based foundation that startups can count on. From their first rounds of finance to wherever the journey takes them, they trust Astrella’s equity management software to track every step along the way.
Startups are in a unique business position, one where funding, equity, and benefits can significantly impact success. Astrella’s equity management solution supports startups no matter where they are in their funding and ownership journey with benefits, such as:
- Providing accurate accounts of startup valuations and equity during critical funding rounds
- Enabling more lucrative and transparent startup stock options that can attract top talent
- Supporting proper recordkeeping for stockholders and regulators
Cap Table Benefits for Law Firms
If your firm manages ownership information for your clients, Astrella offers the best solution for your firm.
Our immutable audit trail platform provides the advisor with the ability to track the genealogy of each share, saving you time and money at the time of an exit scenario and ensuring that all shareholders can access historical ownership and reduce the risk and questions attorneys often face.
Help your clients issue and manage equity or support them with advisory services through Astrella. With our automated and transparent platform, law firms can support their clients with their reporting and compliance needs.
Cap Table Benefits for Portfolio Managers
Portfolio owners juggle a lot of investments, a lot of financial knowledge, and a lot of responsibility. The tools they use should be accessible, accurate, and effective—a source of truth across all investments and all clients. With Astrella, a portfolio manager can count on automated workflows, sophisticated modeling, and analytics, and immutable audit trails as the source of truth.
This can include any type of portfolio manager, including:
- Private Equity
- Venture Capital
- Angel Investors
- Accelerators, Incubators, and Venture Studios
Cap Table Benefits for HR
If your company provides equity-based compensation to employees, then your HR department will probably have to field some questions about those packages. With Astrella, you can provide your HR professionals with the support they need to answer those questions. Astrella provides HR stock plan administration services to help you provide up-to-the-minute information about equity grants, vesting schedules, and settlement.
Employees expect more than an equity award—they expect to understand what they have received and when it will vest. Stock valuation, ownership percentages … these are all questions that HR should be prepared to answer. Astrella provides bespoke HR cap table management tools that allow your employees to manage their benefits in self-serve environment. Employees can review their holdings, check-in on vesting schedules, access any documents they have signed, and model the potential value of their awards.
Cap Table Benefits for Finance Departments
When it comes to finances and funding, businesses from startup to enterprise want ways to make their money work for them. With an equity management platform like Astrella, you can combine machine learning, automation, and immutable audit trails to handle the day-to-day while you use predictive insights to drive your business goals.
Accordingly, Astrella helps support financial functions like:
- Equity Management
- Financial Planning
- IPO Planning
- Compliance and Regulatory Reporting
- Portfolio Management
- Equity-Based Compensation Management
Cap Table Benefits for Legal Teams
Businesses inevitably have reporting and documentation requirements—to their stakeholders, to their employees, or to the government. Astrella helps your client companies maintain accurate transaction records and agreement documentation so that, regardless of its regulations, reporting, or disclosure for funding, you have everything that you need.
Ensure your corporate legal department maintains accuracy and compliance while managing client data with Astrella. Create customized solutions for your clients with an immutable ledger powered by immutable audit trails and secure document vault. Astrella also helps maintain proper 409A valuation.
Cap Table Management Software FAQ
A cap table, short for capitalization table, is a document that provides an overview of the ownership structure of a company. It lists all the shareholders, their equity ownership, and other important details such as the type of securities they hold.
Managing a cap table is crucial for keeping track of who owns what percentage of the company, especially as ownership changes occur through funding rounds, employee equity grants, or stock option exercises. It helps maintain transparency and accuracy in ownership records, which is important for regulatory compliance and investor relations.
Astrella’s cap table management software offers features such as:
- Automated calculations of equity ownership and dilution
- Scenario modeling for funding rounds, exits, and other events
- Integration with legal and financial systems
- Secure storage of sensitive ownership data
- Reporting capabilities for stakeholders
Astrella’s cap table management software is designed to handle complex ownership structures with ease. It can accommodate various types of securities, such as common stock, preferred stock, convertible notes, and stock options. Additionally, it can track changes in ownership resulting from convertible securities, stock splits, mergers, or acquisitions.
Cap table management platform is beneficial for both startups and established companies. Startups can use it to manage their early-stage ownership structure and navigate fundraising rounds, while established companies can use it to track equity ownership as they grow and evolve.
Cap table management software streamlines the fundraising process by providing accurate ownership information to investors and potential investors. It enables companies to model different financing scenarios and understand the impact on existing shareholders’ ownership percentages.
Yes, cap table management software prioritizes security to protect sensitive ownership data. It uses encryption, access controls, and other security measures to safeguard information from unauthorized access or breaches.
Yes, Astrella’s cap table management software solutions offer integrations with popular business tools such as accounting software, legal platforms, and financial systems. This integration helps streamline workflows and ensure consistency across different areas of business operations.
When choosing cap table management software, consider factors such as your company’s size, stage of growth, specific needs (such as international compliance requirements), user interface preferences, customer support offerings, and pricing structure. It’s also helpful to read reviews and request demos to see how the software aligns with your requirements.
The cost of cap table management software can vary depending on factors such as the features included, the number of stakeholders supported, and whether it’s a subscription-based or one-time purchase model. Find out more about Astrella’s cap table software pricing options.
Astrella is widely regarded as one of the best cap table management software solutions available. Astrella stands out due to its comprehensive features, user-friendly interface, and commitment to innovation. Here’s why Astrella is the preferred choice for many businesses:
- Cap Table Management: Astrella simplifies cap table management with its intuitive software to automate administrative processes while maintaining transparency and control.
- Simple & Secure Setup: Startup founders appreciate Astrella’s quick and easy setup, allowing them to establish a clean cap table effortlessly.
- Employee Stock Plan Tracking: Astrella’s solution includes intuitive employee stock plan tracking, making it easy to issue equity and manage vesting schedules for employees.
- Scenario Planning Tools: Astrella provides powerful scenario planning tools, allowing business owners to simulate various financial scenarios and make informed decisions.
- Robust Reporting Capabilities: Astrella offers robust reporting capabilities, providing detailed analysis and reporting for stakeholders.
- Genealogy Tracking: With Astrella, companies can easily track the genealogy of shares and stakeholders in real-time.
- Secure Mobile App: Astrella’s secure and user-friendly mobile app ensures that users can access ownership data from anywhere, at any time.
- Regulatory Compliance: Astrella ensures regulatory compliance, regularly auditing cap tables to meet standards such as 409a valuations.
- Globally Compliant Document Vault: Astrella’s globally compliant document vault allows companies to store all necessary documents and resources securely.
- Unique Offer: Astrella provides a range of unique offers, including free white-glove onboarding, extended free use with commitment, competitive pricing advantage, and expert support for a swift transition.
Astrella’s combination of advanced features, ease of use, regulatory compliance, and unique offers makes it the top choice for businesses seeking reliable cap table management software.
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60% Of Startups Fail Before They Hit Series A Funding. Don’t Be One Of Them!
60% of startups never make it past the gauntlet of Series A funding. That statistic is a gut punch to any ambitious founder. But it doesn’t need to be. Here's where you draw a line in the sand, and make the smart decision that sets you apart.
With Astrella, you're not just managing your equity and cap table, you're fortifying your startup's foundation against the odds. With clients in every stage of size and maturity, our cutting-edge platform isn't just another tool in your arsenal—it's your secret weapon in the cap table stakes.
Backed by EQ Private Company Solutions and American Stock Transfer & Trust, Astrella boasts over 100 years of experience in helping startups and fast growing companies like yours. You can trust that we’ll propel you into a realm of streamlined workflows, automation, and pinpoint accuracy in transaction and value records, ensuring your cap table management is nothing short of revolutionary.