Pricing & plans

How much does Mantle cost?

Mantle Equity has three plans: Starter (free), Essentials ($1,200/year), and Growth ($3,000/year). Pricing is a flat annual rate, so it doesn't change as you add shareholders or option holders.

Does the price go up as my company grows?

No. Mantle charges a flat rate per plan, with unlimited stakeholders. Many cap table tools set stakeholder limits and then charge additionally per stakeholder, so costs climb with every hire and round. With Mantle, you only pay more if you choose to upgrade plans.

Are 409A valuations included?

The Growth plan includes one 409A valuation per year. Essentials and Starter don't include a 409A, but you can upgrade to Growth when you need one. Additional valuations beyond the annual one are available to Growth customers for $1,800 each.

What's the difference between Essentials and Growth?

Growth adds an annual 409A valuation, access to Mantle's SOC 2 report, and VIP support with live Zoom calls. Essentials includes email support.

Can I try Mantle before I commit?

Yes. The Starter plan is free, so you can set up your company and explore the platform before moving to a paid plan.

How do upgrades and billing work?

Mantle’s plans are billed annually. We do not offer monthly or quarterly billing. You can upgrade at any time. When you do, unused months on your current plan are credited pro-rated toward the new plan.

Do you offer discounts for YC and other accelerator companies?

Yes, Mantle offers a deal for Y Combinator companies through Bookface. For other accelerators, you can ask your accelerator’s program coordinators for details.

Do you offer discounts for law firm clients?

Yes, Mantle offers a deal for clients of our law firm partners. You can contact your law firm for details.

Switching from Carta or Pulley

How long does it take to migrate my cap table to Mantle?

Most migrations are complete in 3 to 5 business days. During periods of high demand, it can take up to 7 to 9 business days. You review and approve everything before your stakeholders see it.

Is migration free?

Concierge migration is included on all paid plans at no extra cost.

How does migration work?

You upload your cap table export and your executed documents to a secure Mantle data room. Mantle's team then reconciles the data against your documents, flags any gaps, and rebuilds your full history. You review the result and approve it before anything goes live.

What do I need to provide?

An export from your current provider plus your signed documents: charter and amendments, stock purchase agreements, SAFEs and notes, option grants, and board consents.

Will my full history come over, or just current balances?

Based on the completeness of the documents uploaded, Mantle records your full history. The platform reconstructs past transactions, stakeholder history, charter amendments, and prior 409A reports, not just a current snapshot.

Can I control when my employees and investors are invited?

Yes. Nothing is sent to stakeholders until you choose to invite them. Mantle sends out a pre-templated email that you can customize. Most companies finish reviewing the migrated data first.

Can my lawyer be involved in the migration?

Yes. We recommend that you invite your counsel to review the migrated cap table and work alongside Mantle's team during setup.

My law firm already knows Carta. Will they be able to use Mantle?

Yes. Law firms already use Mantle to manage client cap tables, and you can give your counsel their own access.

What happens to my data if I ever want to leave Mantle?

You can export your full cap table at any time, as of any date, in the Open Cap Table Coalition (OCX) Excel spreadsheet format. Your executed documents always stay yours. You'll never be locked in or forced into a rushed migration.

Is Mantle here for the long term?

Yes. Mantle is venture-backed and runs two platforms: Mantle Equity for cap table management and Mantle Portal for institutional investors. The co-founders have built four companies together, with three exits under their belt. You’re never locked in, since you can export your full cap table in the industry-standard OCX format at any time.

Security, data & AI

Learn more on Mantle’s Trust Center

Is Mantle SOC 2 compliant?

Yes. Mantle is SOC 2 Type 2 compliant. Customers on the Growth plan can request a copy of the SOC 2 report.

Where is my data hosted?

Customer data is hosted on AWS and Google Cloud (US Central region).

Does Mantle use my data to train AI models?

We do not use any customer data to train general-purpose or shared AI models.

What does Mantle's AI actually do?

Clerk helps with tasks like extracting terms from documents, drafting transactions, and modeling fundraises. It works on your data inside Mantle, and you review and approve anything it drafts before it affects your cap table.

Who can see our cap table?

Only the people you give access to. Mantle uses role-based permissions, so admins, counsel, investors, and employees each see only what their role allows. Employees see their own holdings, not the full cap table.

Features

What can I manage in Mantle Equity?

Your full cap table and equity plan: share classes, SAFEs, convertible notes, RSAs, warrants, priced rounds, option plans, grants, and exercises. Mantle also includes e-signatures, board consents, a data room, and a timeline view of your cap table's history.

Does Mantle support SAFEs and convertible notes?

Yes. You can issue and track SAFEs and convertible notes, and Mantle includes standard YC SAFE templates that you can customize on paid plans.

Can I model a fundraise before it happens?

Yes. You can model how SAFEs, convertible notes, and a priced round will affect ownership. Mantle's AI can also pull terms from a term sheet so you don't have to enter them by hand.

Does Mantle support exit waterfall or down-round modeling?

You can use Mantle Equity’s MCP connector to create waterfall or down-round modeling for you. In-platform waterfall modeling is on Mantle's roadmap.

Can I issue option grants in bulk?

Yes. You can draft multiple grants at once and attach your own grant templates. Employees can review and accept their grants in Mantle.

Does Mantle integrate with Rippling?

Yes. Mantle integrates with Rippling to sync employee information.

Does Mantle work with Claude?

Yes. The Mantle Equity connector lets you ask Claude questions about your cap table and work with your equity data directly in Claude.

Is Mantle a minute book or entity management tool?

No. Mantle is focused on cap table and equity plan management. If you use a separate minute book provider, you can export your cap table from Mantle in OCX format to share with it.

Getting started & support

How quickly can I get set up?

New companies can sign up and start building their cap table the same day. If you're migrating from another provider and opt for concierge onboarding, most companies are live within 3 to 5 business days.

I'm setting up my first cap table. Where do I start?

Start with your incorporation documents and any SAFEs, notes, or share issuances to date. Upload them to Mantle, and the team can help you set up your share classes and stakeholders correctly from day one.

What kind of support do you offer?

All Mantle customers have 24/7 access to support via Mantle’s Help Center and AI Chat. All paid plans include email support. Growth customers have access to Mantle’s VIP support, including live Zoom calls with the Mantle team.