Products
Mantle Equity
Cap Table Management
Cap table management software & planning tools
409A Valuations
Fast, audit-ready 409A valuations & reports
Liquidity Programs
Sync cap table data to Nasdaq Private Market in a few clicks
Mantle Portal
Private Asset Management
Real-time investment intelligence for LPs
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Solutions
For Founders
Issue, track, and manage company ownership
For Limited Partners
Unlock real-time intelligence via automated workflows
For Law Firms
Manage client cap tables with powerful tie-out tools
Resources
Our Team
Migrate from Carta
Blog
Pricing
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Get Started
Get Started
Mantle for Law Firms Platform Features
Cap Table Management
Platform Features
Cap Table
(+
Timeline View
)
Event-based visual representation of the cap table history.
Equity Plan Administration
Custom Vesting Schedules
Built-In Docusign
Term Sheet Modeler
Pro forma calculator
Export cap table
OCF/OCX is the industry standard set by the Open Cap Table Coalition.
“As at [Date]” Cap Table Support
Point-in-time view & OCX exports of the cap table.
Multi-currency support
USD, CAD
Security Types Supported
Shares
Options
Convertible Instruments
SAFEs & Convertible Notes
Warrants
RSAs
RSUs
Coming soon
Transactions Supported
Issuance of Securities
Exercise of Options & Warrants
Repurchase of Shares/Stock & RSAs
Conversion of SAFEs & Convertible Notes
Conversion of Shares/Stock
Stock/Share Splits
Contact us
ISO/NSO Split Calculations
Coming soon
Security & Compliance
AICPA SOC 2 Type II Compliant
Report is available upon request.
Client & Stakeholder Interaction
Client Management
Client Portfolio Dashboard
View and access active clients on Mantle within one dashboard.
Law Firm Access
Client-facing feature allowing them to add law firm access to their account.
Stakeholder Access
View Holdings
Option Grant Signing Flows
In-Platform Exercise Flows
Account Setup & Onboarding
Account Setup
White-Glove Onboarding
Average cap table setup time: 1-5 days. For more complex cap tables: 1-2+ weeks.
Option Grant Templating
We will set up templates for populating and executing option grants on your behalf.
Document Collection and Management
Data Room
Restricted to users with view-only or edit access.
Integrations
Nasdaq Private Market SecondMarket™ Company Workstation
Secondary trading platform for private companies, employees, and investors.
Pricing
Unlimited Stakeholders
All company plans include unlimited stakeholders for one flat-fee.
Mantle for Companies:
“Essentials” Plan
Cap table management (“First 3 months free” promo available for Cooley clients).
$1,200/year
Mantle for Companies:
“Growth” Plan
Includes all features of Essentials plan & 409A valuations.
$3,000/year
Mantle for Law Firms:
Tie-Out Tool
Includes unlimited cap table tie-outs.
Contact us
Support
Law Firm Support
Prioritized support for law firm users
Email & Zoom
Company Support
General and prioritized support depending on plan type
Clients on Mantle’s Growth Plan receive prioritized support (via email and Zoom).
Help Center
Mantle Help Center
FAQs and step-by-step guides.
