Features

Start from scratch or bring your cap table from wherever it lives: a spreadsheet or another platform.

• Guided onboarding based on what you need: incorporate, tidy up an existing company or split equity between co-founders
• Import from Excel, Google Sheets or a CSV by pasting or uploading the file
• Import from Carta, Pulley, Ledgy, Capdesk or in OCF format too
• You confirm the column mapping: Aportia suggests, never decides silently
• All your companies in one dashboard, with favourites and search: built for advisors who look after several companies too

Your cap table kept current transaction by transaction, with the full history of how you got here.

• Share issuances, with a preview of the resulting cap table before you confirm
• Transfers between shareholders and to third parties, fully traceable
• Splits: change the total number of shares and everything rescales on its own
• Capital reductions, cancelling treasury shares or returning capital to a shareholder
• Manual adjustment to reconcile the cap table with your books, line by line
• Chronological history of every transaction: see the cap table on any date
• Every transaction goes in whole or not at all: no half-applied changes

Common and preferred shares with their economic and voting rights, and the company's own shares.

• Create the classes you need: common, preferred, founder…
• Liquidation preference with a configurable multiple, participating or not, and seniority between classes
• Anti-dilution and votes per share configurable per class
• Every issuance, transfer and adjustment is assigned to its class
• Treasury shares after a buyback, with their rights suspended while the company holds them

The register of members and share certificates, generated straight from the cap table.

• Register of members or shareholders in the usual format for each country
• Share certificates per shareholder, downloadable from their own portal
• Cap table report with shares, percentages and classes
• Transaction history report
• PDF export, ready to share with shareholders, investors or your advisor

Track pre-round financing and see how, and at what price, it converts.

• Pre-money and post-money SAFEs and convertible notes with interest accrual
• Automatic conversion applying the valuation cap or the discount, whichever favours the investor
• A single price per share for the whole round, with every convertible included
• Pending dilution shown on the cap table without touching current holdings
• Convert instruments in the same transaction that closes the round

Model your next round before you negotiate it and keep the company's valuation history.

• Round simulator: pre-money valuation, amount and investors
• Pro forma cap table after the round, including convertibles and pool top-ups
• Dilution strategies: standard, pool first or pool protection
• Valuation history with effective dates, internal or from an independent appraiser
• Chart of how the valuation has evolved over time

Who gets what if the company sells today, honouring liquidation preferences.

• Payout by class according to preferences, participation and seniority
• Debt, phantom shares and options are accounted for before shareholders are paid
• Breakpoints: the exit values at which the split changes
• Per-shareholder and per-class breakdown behind every figure
• Model any exit value without touching the cap table

Incentive plans for your team, adapted to the company's country, from proposal to acceptance.

• Option pools with the usual setup for each country
• Stock options, RSUs, warrants, phantom shares and growth shares
• Grant proposals with internal approval and acceptance by the grantee
• Exercise price, expiry and terms per grant
• Phantom shares with the company's estimated liability at any time
• Each grantee sees in their portal what they hold, what has vested and what exercising would cost

Flexible vesting schedules for founders and employees, and exercises that flow into the cap table on their own.

• Time-based vesting with a cliff, milestone-based or combined
• Change-of-control acceleration, single or double trigger
• Reverse vesting for founders
• Pause and resume a schedule, with the change on record
• Full or partial option exercise, landing on the cap table as shares

When someone leaves, apply what you agreed in the shareholders' agreement without doing the maths by hand.

• Set the leaver policy from your shareholders' agreement: good leaver, bad leaver and their terms
• Guided departure flow that works out what has vested and what comes back
• Buyback of shares at the agreed price
• Executed directly on the cap table, with its trail in the history

Starting-point documents for every transaction, to review with your advisor, and e-signature with evidence.

• Minutes, resolutions, agreements and certificates generated from the transaction data
• Templates by jurisdiction in Spanish, English and Portuguese
• They are starting points: always review them with your advisor before using them
• Simple e-signature, with a verification code or with a digital certificate, plus an evidence certificate
• Formalities checklist per transaction: notary, registry, Companies House and whatever each country requires
• Archive of each company's signed documents

Everyone in the company in one place and, for each person, exactly the access they need.

• People grouped by role: founders, employees, investors, advisors…
• Company org chart
• Each person's access status at a glance
• External collaborators, such as your lawyer or advisor, with access only to what concerns them
• Access level chosen person by person: edit, read-only or their portal only

Every shareholder, investor or grantee checks their position whenever they like, with no access to the rest of the dashboard.

• One-click email invitation
• Their shares, ownership percentage and estimated value at the latest valuation
• Breakdown by class, vesting and grants with a progress bar
• Download of their share certificate and their documents
• Configurable transparency: the full cap table or just their position

Built for companies in different jurisdictions, with their terminology, documents and formats.

• Spain, United Kingdom, Ireland, United States (Delaware), Netherlands, Portugal, Mexico, Colombia, Chile and more
• Terminology adapted to the company type: shares or quotas, shareholders or members
• Currency per company
• Interface in English and Spanish

Before your first round, split equity by what each person contributes, Slicing Pie style.

• Equity recalculates on its own from contributions of cash, time, assets and IP
• Multiplier models: Just Split, Flat or custom
• One-off or recurring contributions, with a simulation mode before you confirm
• Fixed equity, reserved pool and per-person caps alongside the dynamic part
• Charts of how equity and contributions evolve
• When the time comes, freeze the split and move to a static cap table

Who did what and when, protected access and a space to discuss it with your team.

• Audit log of every change
• Role-based access control on every screen and action
• Documents stored privately for each company
• Discussion threads with your team and private notes
• Help centre with step-by-step guides and support from inside the dashboard