AngelList’s preferred
cap table partner
Cap table switching made easy
Trusted by
businesses worldwide
“Transitioning from AngelList to JPM was super smooth, literally a click of a button and when the JPM team asked to schedule a call to discuss, I didn’t expect the whole migration to have been completed already.”
Exia Labs
Current client of Workplace Solutions
“Workplace Solutions is the best kept secret in the marketplace. I love the cap table platform. My favourite thing is the round modeling. It’s fantastic, especially for an early-stage company building a capital strategy. My investors can challenge the capital thinking and I can give them the assurances they need based on data-based results.”
Petzey
Current client of Workplace Solutions
“Workplace solutions has been instrumental in moving our cap table from a spreadsheet to a trusted and trackable system. They have been a pleasure to work with from implementation, through ongoing questions and support to make sure our company always has our cap table current and accurate”
Carbly
Current client of Workplace Solutions
“We would enthusiastically recommend J.P. Morgan Workplace Solutions to any growing businesses seeking a modern, scalable equity management platform. We’ve had a seamless experience — from initial data migration to day-to-day plan admin. The user-friendly interface, robust feature set, and strong compliance capabilities have enabled our HR and Finance teams to operate with confidence and efficiency.”
Teamwork
Current client of Workplace Solutions
“This is an outstanding platform. It allows us to manage all our investor holdings across different share classes through a single window. It provides excellent reporting and analytical features, and our investors can see their own holdings. We have also expanded our relationship with JP Morgan, opening operating accounts, working on FX strategy and getting access to advisory and research.”
Solgari
Current client of Workplace Solutions
“We’re super happy with the value we get for the price. The system provides our employees with an excellent experience, allowing them to track and view the price and value of their awards in their profiles, which is really useful.”
CHA
Current client of Workplace Solutions
“JPM Workplace Solutions’ cap table was a big step up for us. The platform provides a wide range of useful features. The ongoing support has been outstanding, with their team always ready to assist with any questions or adjustments.”
Cubic3
Current client of Workplace Solutions
Join our cap table experience
5.0 out of 5
“Smooth and simple to understand and use.”
Irakli M. (Co-founder and CEO)
Small-Business, 50 or fewer employees
5.0 out of 5
“Excellent team and platform.”
Michalis P. (CEO)
Mid-Market, 51 - 1,000 employees
5.0 out of 5
“Seamless experience and amazing team.”
Daniel H. (Founder and CEO)
Small-Business, 50 or fewer employees
What our clients say about us
-
100%
say we have quality support
-
96%
find us easier to use than other solutions
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98%
find it easier to do business with us
Source: G2 at 29 May 2025
An integrated
migration solution
Simply go to your AngelList account, follow the steps to complete your profile and authorize the transfer of your data to the Workplace Solutions platform. We do the rest.
Supporting the
start-up community
J.P. Morgan Workplace Solutions manages cap tables and employee stock plans for some of the world’s most dynamic start-ups and enterprise brands.
Our platform is designed to meet your changing needs as your company grows. From inception through funding rounds, to IPO and beyond track your investors, manage stock option plans and model future funding scenarios.
As a long standing partner of the venture capital community we support our clients with a comprehensive suite of software features and services, including:
See why our clients love us
Ease of Setup
9.4
Ease of Use
9.5
Ease of Admin
9.5
Quality of Support
9.9
Product Direction
9.9
Equity Management
9.1
Source: G2 at 29 May 2025
Cap table software designed with founders in mind
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An integrated migration solution
Simply go to your AngelList account, follow the steps to complete your profile and authorize the transfer of your data to the Workplace Solutions platform. We do the rest.
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Free, up to 40 users
Your current pricing plan will remain unchanged. New billing information will be shared during the onboarding process and you’ll only have to pay when your AngelList subscription expires, when you’ll move to the Workplace Solutions pricing model.
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Control your stakeholders’ access
The ability to segregate by role means investors, employees and other stakeholders only get to see the information that’s relevant to them, giving you full control of your data.
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Advanced financial modeling calculators
Run multiple investment scenarios simultaneously. Explore the outcome of potential fundraising rounds to understand the impact of dilution on your stakeholders. Break up proposed investment among new and existing investors. Bring transparency to the conversion of Convertible Notes and SAFEs. Model funding rounds all the way to IPO or exit.
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Scalability to match your ambitions
We believe there should be no restrictions on your company’s ambition. Our cap table software can help you grow from private to public, local to global, if and when you need it.
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409A valuations
Stay compliant with IRS regulations and help your company and employees avoid potential tax penalties. Run 409A valuations to determine fair market value (FMV) for stock options and other equity-based compensation.
Partner with an industry
leader today
4.9 out of 5,
based on customer reviews
Simple ownership
dashboard
Stay up-to-date with easy to read cap table dashboards and transparent, ownership data at your fingertips.
Engagement and
retention
Attract, retain, reward. Engage and motivate the top-quality staff that you’ll want onside to help your business succeed.
Excellent customer
support
We’re proud of our customer service model and don’t outsource our sales support.
Log in to your AngelList profile to begin your migration now.
Logos are trademarks of their respective owners and are used for illustrative purposes and should not be construed as an endorsement or sponsorship of J.P. Morgan Securities LLC.
All third-party companies referenced are shown for illustrative purposes only, and are not intended as a recommendation or endorsement by J.P. Morgan in this context.
Awards or rankings are not indicative of future success or results.