Manage ownership, funding rounds and exit scenarios with confidence.
Valtech Cap Table Manager helps founders, startups, investors and advisors organise securities ledgers, share classes, stakeholders, fully diluted ownership, pro forma rounds and exit analysis in one practical platform.
Everything needed for a practical startup cap table workflow.
From stakeholder records to financing rounds and exit waterfalls, the application keeps the workflow structured and investor-friendly.
Securities ledger
Maintain ordinary shares, preferred shares, options, warrants, ESOP reserves, SAFEs and convertible notes in a structured ledger.
Share class management
Set up share classes, seniority ranking and preferred share structures for clearer capitalization reporting.
Stakeholder register
Track founders, investors, employees, option holders and other stakeholders in a single organised register.
Round modelling
Model new funding rounds, pre-money valuation, new money investment, share issuance, SAFE conversion and note conversion.
Fully diluted analysis
Review ownership on current and fully diluted bases, including instruments that may convert or be exercised.
Exit waterfall
Run exit allocation and sensitivity analysis to see how proceeds may be distributed by stakeholder and share class.
Keep core cap table data under user control.
Valtech Cap Table Manager is designed for users who want practical software without unnecessary cloud storage of sensitive ledger data.
The server can manage account access and selected calculation processing, while users keep their core ledger data through downloadable and reloadable files.
Work locally in the application
Users enter and review their cap table in the browser session.
Download the data file
The cap table ledger can be saved offline as a user-controlled file.
Load it again later
Users can reload the saved file to continue their previous session.
Export investor outputs
Generate Excel and PDF-style reports for management, investors or advisors.
Investor-ready outputs without rebuilding spreadsheets from scratch.
Use structured exports and print-friendly reports to support financing discussions, internal review and scenario analysis.
Investor cap table workbook
Export a structured workbook covering the capitalization overview, holder-level ownership, share class summary, securities ledger, funding round history, pro forma analysis, exit analysis and assumptions.
| Worksheet | Purpose |
|---|---|
| Overview | Key capitalization metrics |
| Cap table by holder | Ownership by stakeholder |
| Funding rounds | Pre-money and post-money view |
Round modelling and valuation history
Analyse investment cost, price per share, pre-money valuation, post-money valuation, new shares and pro forma ownership after each round.
| Round | Output |
|---|---|
| Seed | Investment cost and valuation |
| Series A | Pro forma ownership |
| Bridge | SAFE / note conversion |
Exit allocation and sensitivity
Run selected exit values and sensitivity ranges to review possible proceeds by stakeholder and share class.
| Analysis | Use case |
|---|---|
| Waterfall | Allocation by preference and ownership |
| Sensitivity | Outcome across exit values |
| Class view | Allocation by share class |
Admin-controlled access
Account limits are managed through a simple Securities ledger limit, making tier structure easy to understand and administer.
| Control | Managed by |
|---|---|
| User account | Administrator |
| Company name | Administrator |
| Securities ledger limit | Administrator |
Pricing Tier based on Securities ledger limit.
Our pricing tiers are intentionally simple: each account tier is based on the number of securities and instrument entries the user can maintain in the ledger. The entry tier is 10 securities / instruments from US$500 per year, while larger ledger limits are quoted on request.
Illustrative Securities ledger limit
securities / instruments
The US$500 annual fee applies to the 10-ledger entry tier. Move the slider above 10 to see that larger ledger limits are quoted on request.
Explore the full workflow with a demo account.
The demo account is shown on the login page and allows users to test the main functions, reports, round model and exit analysis using sample data. Demo data resets each time, and download/load functions are disabled for the demo environment.
Try demodemodemo123Frequently asked questions
Quick answers for founders, advisors and administrators evaluating the application.
The product is designed so users can download and reload their own data files. The database is used for account credentials and account limits rather than unnecessary storage of the user’s core ledger data.
Pricing tiers are based on the account’s Securities ledger limit: the maximum number of securities and instrument entries the user can maintain. The 10-ledger entry tier starts from US$500 per year. Higher limits are quoted on request as the ledger grows.
Yes. It supports current and fully diluted views, including instruments such as options, warrants, ESOP reserve, SAFEs and convertible notes based on the model assumptions.
Users can export investor-ready Excel workbooks and print-friendly PDF reports covering cap table, share classes, securities ledger, round modelling, valuations and exit analysis.
Ready to organise your cap table?
Start with the demo account, then request access for your company, advisory team or investor reporting workflow.