Getting started with Mantle Equity

Here’s what you can expect when onboarding your company.

Register company

Fill out Mantle's registration form. We'll reach out with login details once your account is created.

Upload documents

Upload company documents to our secure Data Room. You can find the full list of documents here.

Draft cap table
Facilitated by Mantle

For customers on paid plans, once all documents have been uploaded, our team will generate a draft of your company cap table.

Review & Finalize

We'll notify you once your cap table is ready for review, and work with you to fill in any potential issues, gaps, and inconsistencies.

Publish & manage cap table

Once finalized, your cap table will be published on Mantle. Use our Help Center guides to walk you through managing your cap table and adding stakeholders.

Hands-off setup
Upload your company documents to Mantle and we’ll handle the rest.
1-5 business days
Once you’ve registered, we’ll have your new Mantle account set up in days, not weeks.
Limited time

Register today

Unlock your first month free and lock in $100/month for unlimited stakeholders.

Frequently asked questions

How much does Mantle cost?

Mantle offers three plans to support companies at every stage: Mantle Starter, Mantle Essentials, and Mantle Growth. You can explore each plan and what's included here.

What types of companies does Mantle support?

Mantle supports all registered C-corps in the US or Canada (unfortunately, we don’t support LLCs at this time). We have companies that are freshly incorporated using our platform all the way up to companies with hundreds of stakeholders.

How long does the setup process take?

If you're using Mantle Starter, you can get set up in minutes. Just create your account, upload your documents, and our AI Extract feature will help you build a clean, accurate cap table—no spreadsheets needed.

Need help? Our team offers white-glove onboarding (hands-on setup) for Mantle Essentials or Mantle Growth customers. Most setups are completed within 1-5 business days, depending on the quality and volume of your documents. Migrations from platforms like Carta or Pulley are often faster.

Is it easy to switch from another platform?

Yes! All you have to do is add Mantle to your other account, and we'll have your Mantle cap table set up in 1-5 business days. You can read more about the process here.

What do you mean by "unlimited stakeholders"?

All Mantle plans include unlimited stakeholders. This means that as your company scales from, you don't have to worry about paying more. You can add your leadership team, legal counsel, employees, and other stakeholders stress-free.

Does Mantle support in-platform exercising?

Yes! Mantle makes it easy for admins to set up and manage in-platform exercising. Stakeholders have access to view their holdings and decide to exercise their option grants if and when they are ready to.

Getting started is simple

Fast-track your path to success. Register today.