Ownership you can defend, every day.
Every issuance, transfer, conversion, and grant on one live, version-controlled ledger — each one linked to the agreement behind it. The version you share is the version you can defend.
Cap table & diligence platform Run the company at a higher standard
Cap table
What-if modeling
Assistant
Board management
Financial reporting
Diligence room
Be ready before the deal arrives.
The cap table, financial reporting, board packages, and the diligence data room — one platform, run at a level you can show anyone.
Model the round on the live table.
Stress-test a priced round, a pool refresh, or an exit before you commit — and see exactly who's diluted and who's paid, in minutes instead of spreadsheets.
It does the work. You approve it.
It reads the agreement, drafts the transaction, and stages the change for your sign-off. Nothing touches the books until you say so.
Materials go out secure — and you see who opened them.
Attach the package, send each member a personal watermarked link with a one-time code, then track RSVPs and who has actually opened the pack before you walk into the room.
Periods and reminders, so nothing goes missing.
Reporting periods open on your fiscal calendar, and the packs you upload file themselves where the room can find them. “Did we send Q3?” stops being a scavenger hunt.
The list, the files, the gaps — before anyone asks.
A built-in checklist, file-to-item matching, and a full audit trail mean you know what's missing early. When the term sheet lands you're not assembling — the work is already done.
Q3 Board MeetingAug 14, 2026 · 2:00 PM · Remote
Scheduled
Board package · 3 documents
▤Q3 Board Deck.pdfwatermarked
▤Financial Summary.pdfwatermarked
▤Prior Minutes.pdfwatermarked
Every page carries the reader's name & email.
Members · RSVP & reads
RKRae KimChair●Yes
DODev OseiIndependent●Yes
LFLena FordInvestor●Pending
SRSam RuizFounder●Yes
3 of 4 members opened the package
The shift
Every company faces diligence. Readiness is a practice, not a sprint.
A round, an acquisition, a loan, an audit — it arrives on someone else's schedule. Companies that run ownership, financials, and documents as a daily habit meet it from a standing start. Everyone else assembles the answer under a deadline.
Diligence Ready keeps the work done in advance. So when the term sheet lands, you're not preparing — you're already prepared.
How the company runs
Four disciplines. One standard you can show anyone.
Readiness isn't a single feature — it's how the company runs in the quarters when nobody is raising. Ownership you can defend, a what-if model behind every decision, financials that stay current, and a room that already knows what's missing. The assistant runs through all four.
①
Ownership you can defend
Everything keys off it. Real-time and version-controlled, every transaction logged and linked to its agreement, every stakeholder accounted for. Printable in one click.
The cap table →②
What-if modeling on live data
Stress-test the next priced round, dial in pool refreshes, fold in convertibles, run the waterfall at any exit. See who's diluted and who's paid before you ever sit down. Hand the board the PDF.
Scenario modeling →③
Financials that stay current
Reporting periods generate on your fiscal calendar, each one tracking the statements investors expect. Upload or link what you already keep, and it files itself where the room can find it.
Financial reporting →④
A room you can show anyone
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 — so the work is done before the request is.
The diligence room →
Cap table & equity
Cap table management where the numbers add up.
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% |
12,350,000 fully dilutedv41 · full audit trail
Scenario modeling
Scenario modeling, run 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 multiple scenarios, then print for the board
What-if · $4M priced round
▲ Up round
$4M @ $16M pre
$6M @ $20M pre
Exit · $120M
New post-money
$20.0M
▲ from $11.8M
Founder ownership
39.2%
−9.4 pts dilution
New investor (Series B)20.00%
Option pool (refreshed to 12%)12.00%
Existing preferred28.80%
Founders & common39.20%
AI assistant
It does the work. You approve it.
The assistant answers questions and does real work — add an investor, draft a transaction, read an uploaded agreement and extract its terms. Every change is staged for your sign-off before a single number moves.
- ✓ 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
Add the Catalyst Ventures SAFE — $500k, $8M cap, 20% discount.
✦
I parsed the agreement and drafted the transaction. Review before I commit:
Financial reporting
Financial reporting where nothing goes missing.
Reporting periods generate automatically to match your fiscal year, and each one tracks the statements investors expect. Upload from your laptop or link a file you already keep in Drive — every report files itself where the room can find it.
- ✓ Periods open themselves on your fiscal calendar — monthly, quarterly, or annual
- ✓ Tracks the statements investors expect — P&L, balance sheet, cash flow, cap table, AR aging, bank statement
- ✓ Backfill historical gaps, then auto-file to a Financials / [Period] folder in your storage
- ✓ Reminder cadence so "did we send Q3 yet?" never happens
Reporting periods · FY2026
Quarterly · on trackQ1 2026
P&L · Balance Sheet · Cash Flow
Q2 2026
P&L · Balance Sheet · Cash Flow
Q3 2026
Due in 14 days · reminder set
Filed to Drive · Financials / 2026fiscal year ends Dec 31
Investor relations & portal
An investor portal that opens on your terms.
Each investor gets a read-only view of their own holdings, statements, and updates — and nothing else. They send agreements through the inbox; you parse, review, and commit, with AI extraction doing the first pass. One source of truth replaces the back-and-forth email thread.
- ✓ Read-only holdings, statements & updates, scoped per investor
- ✓ Agreement inbox — investors submit, you review and commit
- ✓ AI-assisted SAFE & note extraction before anything is touched
- ✓ Each investor sees only their own data — enforced at the database
Investor portal · Greenfield Capital
Read-only▤ Holdings value
$2.10M
▦ Ownership
13.3%
⛁ Class
Seed Pref.
◷ Investor since
2024
Shared with you
▤Q2 2026 financials
New
▦Cap table snapshot · v41
PDF
◷Your SAFE agreement
Signed
Send an agreement for review
Upload SAFE ↑
Board management · New
Board management without the email thread.
Assemble the package, invite the board, and see who's actually read it — every page watermarked to the member who opened it, viewed in the browser with a one-time code. No account to create, nothing living in an inbox forever.
- ✓ Secure per-member links with a one-time code — no password
- ✓ Every page watermarked with the member's name and email
- ✓ RSVP and per-document read tracking before you walk in
- ✓ Team-only notes your staff see and invitees never do
Q3 Board Meeting · Package
4 of 5 opened
▦Board package · 6 docs
Watermarked
RCRead · RSVP ✓
Rae Chen · Chair
JPRead · RSVP ✓
Jordan Pak · Investor
MONot opened
Mara Odum · Observer
Team-only notes · 2 · hidden from invitees
Why it matters
When the deal arrives, the work is already done.
Already done
The documents, transactions, and audit trail exist before the request does — so you're not assembling under a term sheet.
One version
Every change attributed and timestamped. The cap table you hand over is the one you can stand behind.
Save time and money
Your data is already gathered and organized — so you focus on the deal points, not the busywork.
S Smith Advisory · Portfolio
8 companies
ACDiligence ready
Acme Corp LLC
Series A · Founder Free
HB3 items open
Harbor Logistics
Seed · raising now
GTDiligence ready
Gritty Tech
Series B · Standard
IMSetting up
Innov Med
Pre-seed · onboarding
For partners
Level up the companies you support.
Fractional CFOs, accounting firms, law firms, angel groups, PE firms — if you carry more than one company, they arrive with a clean ledger, current financials, and a room that already knows what's missing. One workspace covers all of them, with secure, gated drill-down into each. Stop chasing what you've already provided. The relationship stays yours.
- ✓ A single dashboard across every company you carry
- ✓ Read-only or write-mode support — every action audited
- ✓ Co-branded portal that reinforces your brand
- ✓ Walled-off rights with time-limited delegation
Trust at the architecture level
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
A document trail an acquirer can follow, per-investor scoping, and read-only support sessions. SOC 2 is on the roadmap.
Why we built it
Operators who've been on the other side of the table.
Built by entrepreneurs with 30+ years growing, financing, and selling companies. We've lived the last-minute scramble — the spreadsheet that wouldn't reconcile, the data room thrown together over a weekend, the deal that wobbled because the numbers didn't line up. So we built the tool we wish we'd had.
AI now does a lot of the work that used to take a team, and we pass that through in the price. Founders is free forever. Standard is $99 a month. Each tier includes a set number of internal and investor users, so adding the people who need to see the numbers isn't a line item.
30+ years operating
Multiple companies built
Built for the daily practice
Pricing
Start free. Scale when you grow.
Founders is free forever. Every live plan includes the full cap table, reporting reminders, and the diligence checklist.
FAQ
Questions we get asked.
What is cap table software?
Cap table software keeps a company's ownership record — every share issuance, transfer, conversion, option grant, and convertible — on one live ledger instead of a spreadsheet. Diligence Ready adds the part spreadsheets can't do: every transaction is linked to the agreement behind it, versioned, and auditable, so the number you share is the number you can defend.
What's the difference between a cap table and a diligence data room?
The cap table is the ownership record. The data room is where an investor or acquirer reads the evidence behind it — agreements, financials, board minutes, contracts. Most companies keep them in separate tools and reconcile by hand under deadline. Here they're the same system, so a document is attached to the transaction it supports and the room already knows what's missing.
How much does Diligence Ready cost?
Founders is free forever for up to 3 users. Standard is $99/month for up to 10 users. Growth ($250/month) and Scale ($500/month) are coming soon. Annual billing is two months free. See full pricing for what's in each tier.
Can I model a priced round before I commit to it?
Yes. Scenario modeling runs on your live cap table — a priced round, an option pool refresh, convertible conversions, or an exit waterfall — and shows exactly who is diluted and who gets paid, to four decimals. Nothing is written to the ledger until you decide to commit it.
Where are my documents stored?
In your own Google Drive or OneDrive. Diligence Ready links and organizes the files where the room can find them, but your security policies, backups, and permissions stay yours. Row-level security is enforced at the database, and every change is attributed and timestamped in an audit log.
Who is Diligence Ready for?
Founders, CEOs, and CFOs at growing companies who will face diligence for a round, an acquisition, a loan, or an audit. It's also built for the partners around them — fractional CFOs, accounting firms, law firms, angel groups, and PE firms — who carry more than one company from one workspace.
Contact us
Let's talk about getting you diligence ready.
Questions about the platform, pricing, or partnering? Send us a note and a real person on the team will get back to you — usually within one business day.
Email our team →
Be ready before you need to be
Be ready before the deal arrives.
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.