How to mobilise your cap table
As a startup, getting investment is key. After all, it takes more than a winning idea to grow a successful business. Unless you plan to fund your...
Share schemes & equity management for startups, scaleups and established UK companies.
With two-way Companies House integration, the platform is fast, accurate and powerful.
Manage your portfolio with ease and evaluate potential investments.
The platform is fully synced with Companies House, to provide you with accurate, real-time insight.
Add your investments for complete visibility of your shareholdings. View cap tables and detailed share movements.
Organise investments by fund, geography or sector, and view your portfolio as a whole or by individual company.
Explore future value scenarios based on various growth trajectories, to figure out potential payouts.
Remove friction and save time. Action shareholder resolutions via DocuSign, access data rooms, and get updates from founders.
Set up and manage new SPVs without leaving the platform, then invite co-investors to fund and participate.
We spend a lot of time talking to founders, investors, lawyers and accountants who have been involved in numerous major investment rounds and exits. We keep on hearing the same thing.
One of the biggest (if not the biggest) reasons that there are serious issues (and therefore costs) for the company involved is that what they believe to be their current equity structure and future option liabilities proves not to be the case when formal due diligence gets underway.
Our complete guide to setting up a company share scheme goes into detail on how you can avoid some of these issues before starting out.
If it can be sorted, then the time and costs involved at this point are likely to be very high. Or, even worse, this has often been the cause of deals falling apart.
Finally, if things haven’t been done right, to then retrospectively provide equivalent value to the employees of the firm, many years after you thought it was all sorted, can be extremely difficult, maybe even impossible.
So, a few pointers from our experience to ensure you do not fall foul of a broken cap table.
This may sound unbelievably obvious, but it often doesn’t happen...
(Usually options of some sort).
Keep all the authorisation documentation and final form agreements associated with your equity and future equity liabilities in one place, preferably online, to maximise ease of due diligence for anyone.
Getting all the above right can be a real headache, but it matters.
Book a call today to check out our real-time cap table feature and how digital equity management could make your life a whole lot easier.
Updated 21 November 2023.
As a startup, getting investment is key. After all, it takes more than a winning idea to grow a successful business. Unless you plan to fund your...
Every day, we help businesses unlock the power of equity to incentivise employees, reward key players and ultimately, grow.
When starting a business, some of the more administrative tasks, such as managing your cap table, might not always be front of mind.