Product
Cap Table Scenario Modeling Diligence Room AI Assistant
Explore
For Advisors Pricing Learn Why Diligence Ready
Contact us Log in / Sign up
Cap table & equity management

Cap-table software
that's always right.

Common, preferred, SAFEs, options, convertibles — every security class on one reconciled ledger that's accurate to the cent and ready for diligence the day you need it.

Import from a spreadsheet Reconciled to the cent
Capitalization — fully diluted
Live · v41
StakeholderClassUnitsOwnership
Founders (2)Common6,000,00048.6%
Series APreferred3,200,00025.9%
Seed SAFEsConverted1,450,00011.7%
Option poolReserved1,300,00010.5%
AdvisorsCommon400,0003.2%
12,350,000 fully dilutedreconciled · 0 discrepancies
Why a spreadsheet stops working

A cap table in a spreadsheet drifts.

Every round, grant, and transfer is another formula to update by hand. Versions multiply, percentages stop tying to the dollars, and the one number an investor asks for is the one nobody trusts. The drift is invisible — until diligence makes it expensive.

Diligence Ready keeps one reconciled ledger — so the cap table you share is the cap table you can defend.

What's inside

One ledger. Every security type. Always reconciled.

Every security class

Common, preferred, SAFEs, convertible notes, options, and warrants — modeled explicitly, including conversions, so fully diluted ownership stays true before and after a round.

Reconciled to the cent

Every percentage ties to every dollar and every unit. Zero discrepancies isn't a goal — it's a constraint the ledger enforces on every transaction.

Version history & as-of dates

Snapshot the table at any date and see exactly what changed between versions. A complete audit trail means you can always show your work.

Linked to the paper

Every issuance ties back to its underlying agreement, so the document behind any line is one click away when an investor asks.

What-if modeling

Test a priced round, an option-pool refresh, or an exit waterfall against the live table — then hand the board a clean PDF.

Investor-ready exports

One click to a board- or investor-grade PDF or spreadsheet that matches the ledger exactly — no manual cleanup, no surprises.

Ownership, at a glance

See the whole company in one view.

Fully diluted ownership across every class, updated the moment a transaction posts. Drill from a slice to the stakeholder to the signed document behind it.

  • Live fully-diluted breakdown by class and holder
  • Draft-to-final workflow with a full audit trail
  • As-of-date snapshots you can compare side by side
  • Every line traceable to its agreement
Fully-diluted ownership
v41
Founders48.6%
Series A preferred25.9%
Seed SAFEs (converted)11.7%
Option pool10.5%
Advisors3.2%
Switching is easy

Bring your spreadsheet. Leave the drift behind.

Import your existing cap table, and we reconcile it to the cent on the way in. You start from a clean, defensible ledger — not a fresh blank slate, and not the mess you've been maintaining by hand.

Start free
Questions, answered

Cap table basics.

What is a cap table?

A capitalization table — a "cap table" — is the record of who owns what in a company: every share, option, SAFE, and convertible note, and the ownership percentage each represents on a fully diluted basis. It's the source of truth for fundraising, employee equity, and any capital event.

What is cap table software?

Cap table software replaces error-prone spreadsheets with a live, reconciled ledger of every security class. It tracks issuances, transfers, conversions, and option grants; keeps a full version history and audit trail; and produces investor-ready exports on demand.

When does a startup need cap table software?

The moment ownership stops being trivial — after your first priced round, your first SAFEs or convertible notes, or your first option grants. Once more than a couple of stakeholders are involved, a spreadsheet drifts out of sync and becomes a liability during diligence.

Can I import my existing cap table from a spreadsheet?

Yes. Bring your existing cap table in from a spreadsheet, and Diligence Ready reconciles it to the cent on the way in — so the migrated version is one you can defend in diligence.

Does Diligence Ready handle SAFEs and convertible notes?

Yes. SAFEs, convertible notes, warrants, options, and common and preferred stock are all first-class security types. Conversions are modeled explicitly, so your fully diluted ownership stays accurate before and after a round.

Cap table & equity

The numbers add up.

Start free, import your spreadsheet, and keep one reconciled ledger from your first SAFE to your next round.