Cap Table

See the bigger picture.

Shareworks Cap Table helps you get organized and unify all stakeholders. Grow with the peace of mind that comes from being prepared for tomorrow.

Make brilliantly informed decisions.

Drag-and-drop reporting provides intuitive control to help you answer “What if…?” questions. Add high performance modelling to quickly and precisely evaluate new financing rounds, management carve-outs and exits.

“My company is going public in the near future. Being able to connect with other people who work for pre-IPO companies has been so great - to help each other our with mutual challenge.”

MARINA BLOKHIN, THREATMETRIX INC.

Finance Manager


One comprehensive report.

See it all and answer virtually any question with the master cap table workbook report. From fully diluted to issued and outstanding, all plan details are available in one report, tailored to you.

Cloud collaboration.

One accurate, real-time data source means your company’s equity picture is always up-to-date, accessible and clear to all stakeholders. Version control and paperwork errors are a thing of the past.

Go modern, go digital.

Move beyond paper certificates to digital shares. Shareworks supports certificated, uncertified and electronic stock certificates. All are integrated with your ledger in the cloud and easy to download.

Features

Everything you need to get your cap table organized.

  • Common and preferred stock

  • Dual class common stock

  • Convertible debt tracking

  • Detailed shareholder version

  • Fully diluted summary

  • Form 3921

  • Warrants

  • Digital shares

  • Master cap table report

  • Customizable demographic and ownership reports

  • Rule 701 analysis report

  • Scenarios modeling available with purchase of Scenarios

Let’s get started.

Request a product demonstration with a Shareworks expert now – and begin to see what the most powerful equity management software can do to simplify your world.

RESOURCE

Equity Compensation Reporting: A Beginner’s Guide

Get familiar with the basic principles and terminology of equity compensation reporting for private companies.

GET THE EBOOK