Pay as You Grow

bootstrap

Essential tools for seed stage companies looking to kickstart their equity.

Free
Includes:
Captable Management tool -
up to 5 shareholders
Option Management module
Shareholders portal
Basic Data Room -
1 Room / up to 200MB

growth

Access to everything, including advanced features like accounting and compliance.

$6 Per Shareholder, per month
Includes:
Captable Management tool -
unlimited number of shareholders
Waterfall analysis -
unlimited share classes
Advanced Data Rooms -
unlimited rooms / up to 10GB
Funding Rounds Modelling -
unlimited
Board of directors portal

public companies

All-in-one equity solutions customized for publicy traded companies.

Custom
Includes:
Create a custom plan built exactly for your companies’ equity needs. Everything from support to tax and reporting. Talk to one of our experts to learn more.
A Plan for Every Stage
BOOTSTRAP
STARTUP
MOST POPULAR
GROWTH
Captable Management tool
up to 5 shareholders
up to 20 shareholders
unlimited amount of shareholders
Option Managment module
Shareholders portal
Data room
1 room / up to 200MB usage
2 rooms / up to 1GB usage
unlimited amount of rooms/ up to 8 GB usage
Convertibles
Equity Reports
Funding round modeling
up to 5 scenarios
unlimited scenarios
Liquidation prefernces
Concierge onboarding service
2 hours limit
4 hours limit
Waterfall analysis
up to 3 classes
unlimited amount of classes
409A Reports
Expense reporting
Board of directors portal

Add-Ons pricing

bootstrap

Essential tools for seed stage companies looking to kickstart their equity.

Free
Includes:
Captable Management tool -
up to 5 shareholders
Option Management module
Shareholders portal
Basic Data Room -
1 Room / up to 300MB

growth

Access to everything, including advanced features like accounting and compliance.

$YY
Includes:
Captable Management tool -
unlimited number of shareholders
Waterfall analysis -
unlimited share classes
Advanced Data Rooms -
unlimited rooms / unlimited usage
Funding Rounds Modelling -
unlimited
Board of directors portal

public companies

All-in-one equity solutions customized for publicy traded companies.

Custom
Includes:
Create a custom plan built exactly for your companies’ equity needs. Everything from support to tax and reporting. Talk to one of our experts to learn more.
A Plan for Every Stage
BOOTSTRAP
STARTUP
MOST POPULAR
GROWTH
Captable Management tool
up to 5 shareholders
up to 20 shareholders
unlimited amount of shareholders
Option Managment module
Shareholders portal
Data room
1 room / up to 300MB usage
2 rooms / up to 3GB usage
unlimited amount of rooms and usage
Convertibles
Equity Reports
Funding round modeling
up to 5 scenarios
unlimited scenarios
Liquidation prefernces
Concierge onboarding service
2 hours limit
4 hours limit
Waterfall analysis
up to 3 classes
unlimited amount of classes
409A Reports
Expense reporting
Board of directors portal
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