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Cap Table Scenario Modeling Diligence Room AI Assistant All Features
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The standard

Run the company at a higher standard.

Ownership you can defend. Financials that stay current. A board you can run without the email thread. A room you can show anyone. This is how the company runs every day — including the quarters when nobody is raising.

  Already prepared Assembling under a deadline
OwnershipOne live ledger, every line linked to its agreementRebuilt from email and an old spreadsheet
The roundModeled on the live table before you commitModeled in a copy that is already stale
FinancialsPeriods open on schedule, packs filed where the room looks“Who has the Q3 numbers?”
The boardPackage sent, watermarked, reads trackedAn email thread and four attachments
The roomThe list, the files, the gaps — before anyone asksAssembled over a weekend
The recordEvery change attributed and timestampedAs good as the last edit

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Four disciplines

What running at a higher standard looks like.

Ownership you can defend

Everything keys off the cap table. One live, version-controlled ledger with every transaction linked to the agreement behind it — so the version you hand over is the version you can stand behind.

See the cap table →

Financials that stay current

Reporting periods open on your fiscal calendar and tell you what is due. The packs you upload file themselves where the room can find them, quarter after quarter.

See all features →

A board without the email thread

Assemble the package, send each member a personal watermarked link with a one-time code, and see who has actually opened it before you walk into the room.

See board management →

A room you can show anyone

The checklist, the document links, and the audit trail keep the work done in advance — so when someone asks, you are not assembling the answer.

See the diligence room →
Getting started

Bring your cap table. Start clean.

Import your existing cap table from a spreadsheet and start from a clean, defensible ledger. The assistant does the work of getting it in — it proposes, you approve — and Founders is free forever, so there is no migration project standing between you and a live ledger.

Start free
Questions, answered

Why run this way.

What does Diligence Ready actually do?

It runs the four things a company has to be able to show: ownership, financials, the board, and the diligence room. The cap table is the live ledger everything keys off, scenario modeling runs on it, reporting periods keep the financials current, and the room keeps the documents and the gaps in view.

Why run this way when nobody is raising?

Because readiness can't be assembled on demand. A round, an acquisition, a loan, or an audit arrives on someone else's schedule. Companies that keep ownership, financials, and documents current as a daily habit meet it from a standing start — everyone else assembles the answer under a deadline.

How does pricing work?

Founders is free forever with 3 users. Standard is $99/mo for 10. Each tier counts internal and investor users together, so there's no line item for an extra person inside your tier. Annual billing is two months free.

Can I migrate from my current tool or spreadsheet?

Yes. You can import an existing cap table from a spreadsheet and start from a clean, defensible ledger, with every line linked to the agreement behind it.

Is it built for partners — advisors, firms, and investors?

Yes. Fractional CFOs, accounting and law firms, angel groups and PE firms all get one dashboard across every company they carry, with gated drill-down, audited access, and a co-branded portal. The relationship stays yours.

Why Diligence Ready

Run the company at a higher standard.

Start free, import your cap table, and run ownership, financials, the board, and the room at a level you can show anyone.

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