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Your cap table is the most sensitive part of your financial infrastructure – and the
devil’s in the details, especially when it
comes to keeping accurate records of who
owns how much of your company.

With TruEquity, you always have a complete, accurate, and up-to-date view of your ownership data, and a clear understanding
of how future financings and liquidation
events affect your company - all in an easy-
to-use, cloud-based solution.

Everything you need to make the right
cap table decision

Stock and Options Management

Track and manage shares, convertible notes, warrants, options and secondary transactions.

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Complete Analysis

Create complete and instant waterfall analysis, considering all factors related to your equity.

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Planning What if Scenarios

Model multiple future financings and liquidation events.

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Electronic Signatures

Keep and manage all your documents electronically and securely. Generate and send grant and exercise notices for signature. Create and file share certificates.

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Equity Portal

Your employees and investors can independently and securely view their holdings in the company.

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Expense Reporting

Create complete complex ASC718 reports and disclosures in just a few clicks.

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Easy Collaboration

Share your cap table with your team, investors and law firms.

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Up to Date and Secure on the Cloud

Keep your cap table current and securely accessible from your devices.

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Don’t take our word for it

  • As all of our options, terminations and transactions are managed in TruEquity, we know that the ASC 718 reports we create with TruEquity are correct and have taken all factors into consideration, and can send them directly to our auditors. TruEquity is a One Stop Shop for stock administration and accounting purposes – highly recommended.

  • Our cap table is complex, and TruEquity’s platform handles it all - our financing rounds, certificates and employees’ options. Their automatic document generation workflow and electronic signatures saves us time and money, and eliminates errors.

  • TruEquity’s powerful what if scenario planning feature completely suits our VC needs, allowing us to easily create multiple investment scenarios and compare them side-by-side, eliminating the need for cumbersome spreadsheet calculations.

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