Readiness is a default —
not a deadline.
For founders & operators of growing companies — cap table, documents & diligence, continuously organized.
How can I help with your cap table?
Ask a question, model a scenario, or let me prep the next investor update.
Every company faces diligence. Most wait until it's painful.
A round, an acquisition, a loan — the deal arrives and the scramble begins. Spreadsheets that don't reconcile. Advisors chasing the same five documents. Weeks lost to assembling what should already exist. The scramble is expensive, and sometimes it kills the deal.
Diligence Ready keeps the work done in advance. So when the term sheet lands, you're not preparing — you're already prepared.
One workspace, from cap table to close.
A cap table you can trust
Real-time, version-controlled, audit-ready. Every transaction is logged, every stakeholder accounted for, every percentage matched to every dollar — to the cent. Printable in one click.
Always accurate →Model rounds and exits in minutes
Stress-test the next priced round, dial in pool refreshes, fold in convertibles, run the waterfall at any exit value. Compare four scenarios side by side. Hand the board the PDF.
The what-if module →An AI assistant that ships work
Ask a question, model a what-if, draft a board update, parse a SAFE. Every action is proposed for your review before anything changes. The first cap-table AI that does the work, not just the answer.
Powered by Claude →Diligence-ready by default
A built-in diligence list with templates, file-to-transaction linking, and a full audit trail. You know exactly what's missing before an investor ever asks. The room opens in a day, not a month.
Be ready every day →The numbers are right. Every time.
Issuances, transfers, conversions, option grants — across every class, including convertibles. A draft-to-final workflow with an audit trail means the version you share is the version you can defend.
- ✓ Real-time ownership across all security classes
- ✓ As-of-date snapshots with full version history
- ✓ Every issuance linked to its underlying agreement
- ✓ One click to an investor-ready PDF
Capitalization — fully diluted
Live · v41| Stakeholder | Class | Units | Ownership |
|---|---|---|---|
| Founders (2) | Common | 6,000,000 | 48.6% |
| Catalyst Ventures | Series A | 2,480,000 | 20.1% |
| Greenfield Capital | Seed | 1,640,000 | 13.3% |
| Option pool | Reserved | 1,730,000 | 14.0% |
| Angels (5) | SAFE | 500,000 | 4.0% |
Run the what-if before the meeting.
An inbound term sheet. A pool refresh. A possible exit. Model it on your live cap table in minutes, and see exactly who gets diluted and who gets paid — to four decimals.
- ✓ Investment scenarios: pre-money, raise, new class, pool, convertibles
- ✓ Exit scenarios: full liquidation waterfall at any value
- ✓ Up-round / down-round detection vs. your last priced round
- ✓ Compare up to four scenarios, then print for the board
What-if · $4M priced round
▲ Up roundIt does the work. You approve it.
Most cap-table AI is read-only chat. Ours proposes actions — extract a SAFE, draft a transaction, send an update — and waits for your sign-off before a single number changes. Built on Claude, for nuance, not bullet-point hallucinations.
- ✓ Natural-language chat across your cap table and transactions
- ✓ SAFE & convertible-note extraction with side-by-side review
- ✓ Action proposals with human approval — no surprise mutations
Know where you actually stand.
Stay grounded when you price a round or weigh an inbound offer. See how your dilution, raise, and option pool compare to peers at your stage, geography, and industry — explored conversationally with the assistant.
- ✓ Peer comparisons by stage, geography, and industry
- ✓ Trend analysis that surfaces what's typical — and what isn't
- ✓ Validate a valuation before you ever sit at the table
You vs. Series A peers
SaaS · US · n=212When the deal arrives, the work is already done.
Run your whole book from one workspace.
Law firms, accounting firms, fractional CFOs — you're not an afterthought here, you're built in. One Partner workspace manages every client company, with audited drill-down to support each one. Stop chasing the same five documents.
- ✓ A single dashboard across every client company
- ✓ Read-only or write-mode support — every action audited
- ✓ Co-branded portal that reinforces your brand
- ✓ Walled-off rights with time-limited delegation
Built so investors can trust the numbers — and you can sleep.
Tier-isolated by construction
Every login is locked to a single tier in the database. A customer account can't reach platform admin — even if compromised — because the identity itself is walled off.
Row-level security
Enforced at the database, not just the app. Each investor sees only their own data. Multi-tenant isolation that holds up under scrutiny.
Audit log on everything
Every change attributed and timestamped. Read-only support sessions let advisors look without touching. Soft-archive means an accidental delete can't break history.
Bring your own storage
Files live in your Google Drive or OneDrive — your security policies, your backups, your permissions. We don't lock your documents in our cloud.
AI with a human in the loop
The assistant proposes; you approve. No data is mutated without your sign-off, and every AI action lands in the same audit trail.
Ready for the room
English and Spanish at launch, SOC 2 on the roadmap, and a document trail that lets an acquirer be in your room in 24 hours.
A different posture from legacy tools and spreadsheets.
Full product on every tier. No per-seat pricing. No feature gates. Seats punish collaboration — so we don't charge for them.
| Diligence Ready | Legacy cap-table platforms | Spreadsheets | |
|---|---|---|---|
| Pricing model | Free to start · usage-based | Per-stakeholder / per-seat | Free, until it isn't |
| Full features on every tier | Yes | Feature-gated by plan | — |
| AI assistant that takes action | Native, with human review | Limited / read-only | — |
| Built-in diligence workflow | Templates included | Add-on / manual | Manual chaos |
| Multi-client advisor workspace | Partner-first | Bolt-on, if at all | — |
| Bring your own storage | Drive / OneDrive | Their cloud only | Wherever the file lives |
| Always reconciled & audit-ready | By construction | Depends on the plan | As good as the last edit |
Independent comparison of general product approaches — verify current competitor features before relying on any specific claim.
Start free. Only usage scales.
The full product on every tier — unlimited users, no feature paywalls. Pay only as your usage grows.
Kill the spreadsheet. Everything a founder needs to stay ready.
Start free- ✓ Up to 10 companies
- ✓ Unlimited users — no per-seat
- ✓ 3 AI runs & 1 report / month
- ✓ Full cap table, what-if & diligence list
For teams running a regular reporting cadence.
Choose Standard- ✓ Up to 25 companies
- ✓ 20 AI runs & 10 reports / month
- ✓ Score history
- ✓ Email support
For active advisors and busy operators.
Choose Growth- ✓ Unlimited companies
- ✓ 100 AI runs & unlimited reports
- ✓ API access & white-label
- ✓ Priority support
For firms and PE portfolios at scale.
Choose Enterprise- ✓ Unlimited everything
- ✓ Dedicated onboarding
- ✓ Custom integrations
- ✓ SLA & security review
No per-seat pricing. No feature gates. Cancel anytime — your data is always yours to export.
Diligence ready
Set it up once. Stay ready every day. When the term sheet lands or the acquirer asks for a clean cap table, you'll already have the answer.