Valtech Cap Table Manager

A professional Excel-based cap table solution for startups that want the flexibility of spreadsheets, the structure of software, and the support of valuation professionals.

“For many founders, SaaS cap table tools are either too expensive, too rigid, or unnecessary at the early stage. Our Excel-based solution gives you an investor-ready, AI-ready, flexible cap table that can grow from seed to pre-IPO, without stakeholder limits or recurring SaaS lock-in.”

In the era of AI, analysis based on clear excel spreadsheets could be better than analysis based on exported data or pdf from SAAS solution.

Simple Can Be Better for AI Integration

Zero Platform Lock-in

As startups, you own your data locally. They are not held hostage by a SaaS provider if they decide to pause a subscription.

AI-Empowered, Not Just Automated:

Copilot allows you to ask plain-English questions (e.g., “If we raise $2M at a $10M pre-money valuation, what is the founders’ new ownership percentage?”) directly inside the spreadsheet. You can do it at the tab of Cap Table Summary.

Investor Familiarity:

VCs and financial analysts live in Excel. Sharing a clean, mathematically sound spreadsheet is often preferred by investors over being forced to create a guest account on a third-party platform.

Starter

1300US$One-off
  • Angel / Pre-seed, i.e. For company raised below US$1M
  • Excel based cap table tool managing founder shares, angel / SAFE / convertible note tracking and option pool management
  • An excel tool that you can use until successful IPO or exit
  • No limit in number of transactions and stakeholders
  • Full control and protect the workbook or hide certain privacy information for external sharing
  • Waterfall/exit model
  • 1 Custom Tab for AI Analysis
  • Input of data is not included
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Free after successful appointment of Valtech for 409A Valuation at Angel / Pre-seed stage

Growth

2500US$One-off
  • For companies raised US$1M or above
  • Seed, Pre-A to Series A
  • Everything in Starter
  • Review the overall structure after your inputs of shareholders for one time
  • Support in setting up Waterfall/exit model for one time
  • Formula health check after your inputs for one time
  • 3 Custom Tabs for Better AI Analytics
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Discount is available to 409A Valuation Client

Extension

1200US$One-off
  • Extension for ownership interest analysis and budgeting tool for ESOP with active SAFE and Convertible Notes
  • Planning for SAFE conversion shares after Series A closing
  • Planning for convertible notes’ conversion after Series A closing
  • Planning for option pool adjustments / top up in view of multiple change of shares from issuing new shares and conversion
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Discount is available to 409A Valuation Client

Advanced / Add-ons

QuoteUS$On Demand
  • Custom structure, multiple rounds, preference shares, warrants, employee options, secondary transfers, exit waterfall, audit-ready schedules, migration from existing records
  • Series B+ / complex structure
  • Migration or Inputting Ledgers
  • Transaction Update Before New Round: Formula health check, version update, review before fundraising, support for Copilot-ready data structure.
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Discount is available to 409A Valuation Client

Why Valtech’s Excel Based Cap Table Manager

Founders often experience intense frustration with SaaS cap table solutions—they can be expensive, complex, and sometimes feel like overkill for a company that just wants to track ownership without navigating a clunky software interface. By leveraging Excel alongside AI like Copilot, Valtech is positioning itself to offer a highly flexible, low-friction alternative.

 Copilot in Excel can help create and understand formulas, analyze data for insights, summarize data, highlight/filter information, and generate charts or PivotTables. But I would avoid saying the solution is “automatically AI-powered” as the main claim. Better wording: “AI-ready Excel cap table framework designed for use with Microsoft Copilot.”

Active subscription of Microsoft Office or Copilot is required.