Pricing
Unlimited stakeholders included on all plans.
Starter
Best for early-stage
Free
/ year
Unlimited stakeholders
AI workflow tools
Record and track securities
Vesting schedules
Scenario modelling
Law firm integration
Cap table exports
Essentials
Best for VC-backed
$1.2K
/ year
All Starter features, plus:
White-glove onboarding
Issue & sign securities
Execute board actions
In-platform option exercising
ISO/NSO reporting
Growth
Best for VC-backed
$3K
/ year
All Essentials features, plus:
Annual 409A valuation
VIP customer support
Compare plans
Starter
Essentials
Growth
Cap Table Management
Stakeholders
Unlimited
Unlimited
Unlimited
Self-serve onboarding
White-glove onboarding
Stakeholder management
AI tools
Timeline View
Exportable cap table
E-signing
Customer Support
White-glove onboarding
Customer support
VIP support
Equity Administration
Multiple equity plans
Record equity instruments
Track existing option grants
Custom vesting schedules
Stakeholder access
Record preferred shares
Issue options with e-signature
Execute board actions
In-platform exercising
Compliance
Law firm access
Custom option grant templates
Standard 409A valuation
Additional 409A valuations
$1,800
Financial Transactions
Record exercises
Repurchases
Transfers
Scenario Modeling
Pro forma
Stakeholder Management
Secure data room
Liquidity
Tender offers
Starter
Best for early-stage
Free
/ year
Unlimited stakeholders
AI workflow tools
Record and track securities
Vesting schedules
Scenario modelling
Law firm integration
Cap table exports
Essentials
Best for VC-backed
$1.2K
/ year
All Starter features, plus:
White-glove onboarding
Issue & sign securities
Execute board actions
In-platform option exercising
ISO/NSO reporting
Growth
Best for VC-backed
$3K
/ year
All Essentials features, plus:
Annual 409A valuation
VIP customer support
Compare plans
Starter
Starter
Essentials
Growth
Cap Table Management
Stakeholders
Unlimited
Self-serve onboarding
White-glove onboarding
Stakeholder management
AI tools
Timeline View
Exportable cap table
E-signing
Customer Support
White-glove onboarding
Customer support
VIP support
Equity Administration
Multiple equity plans
Record equity instruments
Track existing option grants
Custom vesting schedules
Stakeholder access
Record preferred shares
Issue options with e-signature
Execute board actions
In-platform exercising
Compliance
Law firm access
Custom option grant templates
Standard 409A valuation
Additional 409A valuations
Financial Transactions
Record exercises
Repurchases
Transfers
Scenario Modeling
Pro forma
Stakeholder Management
Secure data room
Liquidity
Tender offers
Starter
Best for early-stage
Free
/ year
Unlimited stakeholders
AI workflow tools
Record and track securities
Vesting schedules
Scenario modelling
Law firm integration
Cap table exports
Essentials
Best for VC-backed
$1.2K
/ year
All Starter features, plus:
White-glove onboarding
Issue & sign securities
Execute board actions
In-platform option exercising
ISO/NSO reporting
Growth
Best for VC-backed
$3K
/ year
All Essentials features, plus:
Annual 409A valuation
VIP customer support
Compare plans
Starter
Starter
Essentials
Growth
Cap Table Management
Stakeholders
Unlimited
Self-serve onboarding
White-glove onboarding
Stakeholder management
AI tools
Timeline View
Exportable cap table
E-signing
Customer Support
White-glove onboarding
Customer support
VIP support
Equity Administration
Multiple equity plans
Record equity instruments
Track existing option grants
Custom vesting schedules
Stakeholder access
Record preferred shares
Issue options with e-signature
Execute board actions
In-platform exercising
Compliance
Law firm access
Custom option grant templates
Standard 409A valuation
Additional 409A valuations
Financial Transactions
Record exercises
Repurchases
Transfers
Scenario Modeling
Pro forma
Stakeholder Management
Secure data room
Liquidity
Tender offers
AICPA
SOC2
SOC2
Google Cloud Partner
AICPA
SOC2
SOC2
Google Cloud Partner
AICPA
SOC2
SOC2
Google Cloud Partner