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Platform Features for Law Firms

All the tools you need to help your clients scale with none of the bloat.

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Platform Features for Law Firms

All the tools you need to help your clients scale with none of the bloat.

Platform Features for Law Firms

All the tools you need to help your clients scale with none of the bloat.

Cap table Management

Features

Cap table management

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Cap table management

Timeline View

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Timeline View

Equity plan administration

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Equity plan administration

Custom vesting schedules

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Custom vesting schedules

Built-in Docusign

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Built-in Docusign

Term Sheet Modeller

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Term Sheet Modeller

Export cap table

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Export cap table

Point-in-time cap table export

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Point-in-time cap table export

Multi-currency

USD, CAD

Multi-currency

USD, CAD

Security Types Supported

Options

Convertible instruments

Warrants

RSAs

RSUs

Transactions

Issuance of Securities

Exercise of Options & Warrants

Repurchase of Shares/Stock & RSAs

Conversion of SAFEs & Convertible Notes

Conversion of Shares/Stock

Stock/share split

ISO/NSO Split calculations

Coming soon

ISO/NSO Split calculations

Coming soon

Security & Compliance

AICPA SOC 2 Type II Compliant

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AICPA SOC 2 Type II Compliant

Client & Stakeholder Interaction

Client management

Client portfolio dashboard

Law firm access

Stakeholder access

View holdings

Option grant signing flows

In-platform exercise flows

Stakeholder access

View holdings

Option grant signing flows

In-platform exercise flows

Setup & Onboarding

Account

White-Glove Onboarding

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White-Glove Onboarding

Template Assist

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Template Assist

Document management

Data Room

Stakeholder access

View holdings

Option grant signing flows

In-platform exercise flows

Integrations

Supported

Nasdaq Private Market SecondMarket™

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Nasdaq Private Market SecondMarket™

Pricing

By plan

Unlimited stakeholders

Mantle for Companies - Essentials

$1,200/yr

Mantle for Companies - Essentials

$1,200/yr

Mantle for Companies - Growth

$3,000/yr

Mantle for Companies - Growth

$3,000/yr

Law Firm tie-out mode

Support

Law firm Support

Live support for law firm users

Company support

Tierd priority support

Help center

Help documentation

Visit

Help documentation

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Refer your clients to Mantle today

See a demo

Contact our team

Refer your clients to Mantle today

See a demo

Contact our team

Refer your clients to Mantle today

See a demo

Contact our team

AICPA

SOC2

Google Cloud Partner

AICPA

SOC2

Google Cloud Partner

AICPA

SOC2

Google Cloud Partner