Boost your firm’s efficiency and set your clients up for success with Mantle.
Set up approvals, create dynamic templates, get documents signed in-platform, and receive automatic reminders for seamless progress.
Mantle's tie-out tool automates most of the manual work, helping you jump straight to where your expertise matters most.
In addition to being an active OCT Board Member, Mantle is 100% OCF Compliant. Download your clients’ cap tables in a single click or export in the industry-standard Open Cap Table Format (OCF).
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.
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.
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.
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.
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.
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.
Boost your firm’s efficiency with Mantle.