{"id":148819,"date":"2024-02-20T16:42:21","date_gmt":"2024-02-20T16:42:21","guid":{"rendered":"https:\/\/globalshares2.wpengine.com\/cap-table-management-software\/"},"modified":"2025-07-22T16:35:55","modified_gmt":"2025-07-22T15:35:55","slug":"cap-table-management-software","status":"publish","type":"page","link":"https:\/\/www.jpmorganworkplacesolutions.com\/uk\/cap-table-management-software\/","title":{"rendered":"Cap Table Management Software"},"content":{"rendered":"    <section  class=\"lp-banner-lp jpm-block full-width\">\n        <div class=\"container\">\n            <div class=\"row\">\n                <div class=\"col col-1 gsap-fade-in-left\">\n                                            <p class=\"tagline\">Cap table management<\/p>\n                                        <h2 class=\"jpm-banner\">Streamline. Digitise. Grow<\/h2>\n                    <div class=\"lp-banner-content\">\n                        <p>Whether you&#8217;re an emerging company with ambition, growing steadily through VC funding rounds, or preparing for a future liquidity event, our platform simplifies equity administration. You get complete control of your company&#8217;s ownership to: view your cap table, manage stakeholders, issue stock options, model future funding rounds and more.<\/p>\n                    <\/div> <!-- .lp-banner-content -->\n                                            <div class=\"cta\">\n                                                        <p><a href=\"\/uk\/cap-table-demonstration\/\" title=\"Talk to us\" class=\"gs-button-new dark-green\">Talk to us<\/a><\/p>\n                                                    <\/div> <!-- .cta -->\n                                    <\/div> <!-- .col-1 -->\n                <div class=\"col col-2\">\n                                            <img fetchpriority=\"high\" decoding=\"async\" class=\"lp-main-image \" src=\"https:\/\/www.jpmorganworkplacesolutions.com\/wp-content\/uploads\/2024\/11\/cap-table-software-management.jpg\" alt=\"Cap table software management\" \/>\n                                                            <img decoding=\"async\" style=\"max-width:331px !important;\" class=\"lp-lower-image gsap-fade-in-right\" src=\"https:\/\/www.jpmorganworkplacesolutions.com\/wp-content\/uploads\/2024\/08\/cap-table-upper.jpg\" alt=\"Cap table management\" \/>                <\/div> <!-- .col-2 -->\n            <\/div> <!-- .row -->\n        <\/div> <!-- .container -->\n    <\/section> <!-- .lp-banner-lp -->\n\n\n\n\n    <div  class=\"jpm-client-logos jpm-block full-width marble\">\n        <div class=\"container\">\n            <div class=\"row\">\n                <div class=\"col col-1\">\n                    <p>Trusted by<br \/>\nbusinesses worldwide<\/p>\n                <\/div> <!-- .col-1 -->\n                <div class=\"col col-2\">\n                                            <div id=\"jpm-clients-owl-6a2881d58afbd\" class=\"jpm-clients-owl owl-carousel owl-theme\" data-slides=\"6\">\n                                                            <div class=\"slide\" data-slide=\"1\">\n                                    <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.jpmorganworkplacesolutions.com\/wp-content\/uploads\/2025\/07\/Cubic3.png\" alt=\"cubic3\" \/>\n                                <\/div> <!-- .slide -->\n                                                            <div class=\"slide\" data-slide=\"2\">\n                                    <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.jpmorganworkplacesolutions.com\/wp-content\/uploads\/2025\/07\/solgari.png\" alt=\"Solgari\" style=\"max-width:100px;\" \/>\n                                <\/div> <!-- .slide -->\n                                                            <div class=\"slide\" data-slide=\"3\">\n                                    <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.jpmorganworkplacesolutions.com\/wp-content\/uploads\/2025\/07\/teamworkdotcom.png\" alt=\"teamwork.com\" \/>\n                                <\/div> <!-- .slide -->\n                                                            <div class=\"slide\" data-slide=\"4\">\n                                    <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.jpmorganworkplacesolutions.com\/wp-content\/uploads\/2025\/07\/protex-ai-grey.svg\" alt=\"Protex AI\" \/>\n                                <\/div> <!-- .slide -->\n                                                            <div class=\"slide\" data-slide=\"5\">\n                                    <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.jpmorganworkplacesolutions.com\/wp-content\/uploads\/2025\/07\/CHA_Logo.svg\" alt=\"CHA\" style=\"max-width:60px;\" \/>\n                                <\/div> <!-- .slide -->\n                                                            <div class=\"slide\" data-slide=\"6\">\n                                    <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.jpmorganworkplacesolutions.com\/wp-content\/uploads\/2025\/07\/Petzey.png\" alt=\"petzey\" \/>\n                                <\/div> <!-- .slide -->\n                                                    <\/div> <!-- .jpm-clients-owl -->\n                                    <\/div> <!-- .col-2 -->\n            <\/div> <!-- .row -->\n        <\/div> <!-- .container -->\n        <script>\n            jQuery(document).ready(function(o){o(function(){var e,t,a=document.getElementById(\"jpm-clients-owl-6a2881d58afbd\");a&&(e=a.getAttribute(\"data-slides\"),t=a.querySelector(\".slide:last-child\").getAttribute(\"data-slide\"),a=o(a),e<t?a.on(\"initialized.owl.carousel\",function(e){o(\".owl-carousel\").each(function(){o(this).find(\".owl-dot\").each(function(e){e+=1;o(this).attr(\"aria-label\",\"slide-\"+e)})})}).owlCarousel({items:e,loop:!0,autoplay:!0,autoplayTimeout:5e3,autoplaySpeed:2500,mouseDrag:!1,touchDrag:!1,margin:64,nav:!0,navText:[\"<i class='fa-solid fa-chevron-left'><\/i>\",\"<i class='fa-solid fa-chevron-right'><\/i>\"],dots:!1,responsiveClass:!0,responsive:{0:{items:3},600:{items:5},1e3:{items:e}}}):a.owlCarousel({items:e,nav:!1,responsiveClass:!0,responsive:{0:{items:3,margin:24,loop:!0,autoplay:!0,autoplayTimeout:5e3,autoplaySpeed:2500,dots:!0},600:{items:5,margin:32},1e3:{items:e,margin:64,loop:!1,autoplay:!1,dots:!1}}}),o(\".owl-carousel\").each(function(){o(this).find(\".owl-dot\").each(function(e){o(this).attr(\"aria-label\",e+1)})}))})});\n        <\/script>\n    <\/div> <!-- .jpm-client-logos -->\n\n\n    <section  class=\"lp-content-with-points jpm-block mt-6 mobile-mt-4 mb-6 mobile-mb-4 has-bg-img\">\n         <div class=\"bg-image\" style=\"--bg-img:url('https:\/\/www.jpmorganworkplacesolutions.com\/wp-content\/uploads\/2024\/11\/cap-table-background-image.jpg');\"><\/div>         <div class=\"row\">\n            <div class=\"col col-1 gsap-fade-in-left\">\n                <p class=\"main-content-tagline\"><span>Free<\/span> for up to 40 stakeholders<\/p><h2>Your cap table<br \/>\nmanagement solution<\/h2>\n<p>Simplify investor and stock plan administration into a straightforward and intuitive experience. Reduce the risks of manual error. Manage investors, VC funding, employee equity and 409a valuations from one central location.<\/p>\n            <\/div> <!-- .col-1 -->\n            <div class=\"col col-2 gsap-fade-in-right\">\n                <ul>                <li>\n                    <p class=\"point-counter\">01<\/p>\n                    <h4>Simplify cap table administration<\/h4>\n<p>The cap table is the very DNA of your company and contains everything a potential investor needs to know about the ownership. The more your company grows, the more complicated this becomes. An accurate cap table means a solid foundation for growth.<\/p>\n                <\/li>\n                                <li>\n                    <p class=\"point-counter\">02<\/p>\n                    <h4>Prepare for future founding rounds<\/h4>\n<p>With valuable reporting features simplicity is key. Use cap table modelling to understand the impact that future funding rounds could have on the structure and ownership of your company, while accurately tracking existing VC investor details and employee share plans.<\/p>\n                <\/li>\n                <\/ul>            <\/div> <!-- .col-2 -->\n        <\/div> <!-- .row -->\n    <\/section> <!-- .lp-content-with-points -->\n\n\n\n\n    <section  class=\"jpm-background-image-cta jpm-block full-width\" style=\"--desktop-bg-img:url('https:\/\/www.jpmorganworkplacesolutions.com\/wp-content\/uploads\/2024\/06\/subscribe-background.jpg');--mobile-bg-img:url('https:\/\/www.jpmorganworkplacesolutions.com\/wp-content\/uploads\/2024\/06\/subscribe-background-mobile.jpg');\">\n        <div class=\"container\">\n            <div class=\"inner\">\n                                                <h2>5 common cap table mistakes<\/h2>\n<p>And how to avoid them<\/p>\n                    <div class=\"cta\">\n                        <p><a href=\"\/uk\/insights\/cap-table-5-common-cap-table-mistakes-to-avoid\/\" title=\"Read the insight\" class=\"gs-button-new dark-green\">Read the insight<\/a><\/p>\n                    <\/div> <!-- .cta -->\n                            <\/div> <!-- .inner -->\n        <\/div> <!--- .container -->\n    <\/section> <!-- .jpm-background-image-cta -->\n\n\n    <section  class=\"jpm-slider-blocks full-width jpm-block\">\n                            <div class=\"slider-blocks-title\">\n                <h2 class=\"jpm-cta-heading gsap-fade-in-up \">A cap table that grows with <br\/>your business<\/h2>\n            <\/div> <!-- .slider-blocks-title -->\n                                    <div id=\"slider-owl-6a2881d59222e\" class=\"slider-blocks-owl owl-carousel owl-theme marble\">\n                                    <div class=\"block-slide\" data-index=\"1\">\n                        <div>\n                                                    <img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/www.jpmorganworkplacesolutions.com\/wp-content\/uploads\/2024\/06\/compliance-and-admin-made-easy.svg\" class=\"attachment-thumbnail size-thumbnail\" alt=\"compliance-and-admin-made-easy\" \/>                                                <h4>Simple cap table management<\/h4>\n<p>Spreadsheets are no place to manage your cap table. Simplify complex administration and time-consuming tasks into a straightforward and intuitive experience. Cut down on manual processes and stay on top of this information confidently.<\/p>\n                        <\/div>\n                                            <\/div> <!-- .block-slide -->\n                                    <div class=\"block-slide\" data-index=\"2\">\n                        <div>\n                                                    <img loading=\"lazy\" decoding=\"async\" width=\"1\" height=\"1\" src=\"https:\/\/www.jpmorganworkplacesolutions.com\/wp-content\/uploads\/2024\/08\/pie-chart-icon.svg\" class=\"attachment-thumbnail size-thumbnail\" alt=\"\" \/>                                                <h4>Round modeling<\/h4>\n<p>Facilitating your fundraising needs. Run multiple investment scenarios simultaneously, to understand the impact of dilution on all your stakeholders. Bring transparency to the conversion of Convertible Notes or SAFEs and display the percentage change in equity ownership across each shareholder line.<\/p>\n                        <\/div>\n                                            <\/div> <!-- .block-slide -->\n                                    <div class=\"block-slide\" data-index=\"3\">\n                        <div>\n                                                    <img loading=\"lazy\" decoding=\"async\" width=\"1\" height=\"1\" src=\"https:\/\/www.jpmorganworkplacesolutions.com\/wp-content\/uploads\/2024\/08\/calendar-icon.svg\" class=\"attachment-thumbnail size-thumbnail\" alt=\"\" \/>                                                <h4>Manage vesting schedules<\/h4>\n<p>Display detailed vesting schedule breakdowns prior to publishing a grant. Edit individual vesting tranches on both share transaction and grant lines to support ad hoc and complex vesting instances.<\/p>\n                        <\/div>\n                                            <\/div> <!-- .block-slide -->\n                                    <div class=\"block-slide\" data-index=\"4\">\n                        <div>\n                                                    <img loading=\"lazy\" decoding=\"async\" width=\"1\" height=\"1\" src=\"https:\/\/www.jpmorganworkplacesolutions.com\/wp-content\/uploads\/2024\/08\/computer-icon.svg\" class=\"attachment-thumbnail size-thumbnail\" alt=\"\" \/>                                                <h4>Grant acceptance workflow<\/h4>\n<p>Take your grant acceptance workflow online with simple drag and drop fields. Create the approval process that works for you. Give employees the power to accept their grants online and see the benefit as your company grows.<\/p>\n                        <\/div>\n                                            <\/div> <!-- .block-slide -->\n                                    <div class=\"block-slide\" data-index=\"5\">\n                        <div>\n                                                    <img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/www.jpmorganworkplacesolutions.com\/wp-content\/uploads\/2024\/08\/security-icon.svg\" class=\"attachment-thumbnail size-thumbnail\" alt=\"\" \/>                                                <h4>Access to JPM services<\/h4>\n<p>Gain access to a suite of wider J.P. Morgan offerings, such as Banking, Funding and Wealth Management if and when the need arises.<\/p>\n                        <\/div>\n                                            <\/div> <!-- .block-slide -->\n                            <\/div> <!-- .slider-blocks-owl -->\n            <div id=\"slider-owl-6a2881d59222e-cta\" class=\"container\">\n                <div class=\"row\">\n                    <div class=\"col col-1\">\n                        <div id=\"expanded-nav-slider-owl-6a2881d59222e\" class=\"expanded-nav\">\n                            <div id=\"owl-prev-slider-owl-6a2881d59222e\" class=\"nav-btn sb-owl-prev\"><\/div>\n                            <p><span id=\"sb-slides-counter-slider-owl-6a2881d59222e\">1<\/span>\/<span id=\"sb-slide-total-slider-owl-6a2881d59222e\">5<\/span><\/p>\n                            <div id=\"owl-next-slider-owl-6a2881d59222e\" class=\"nav-btn sb-owl-next\"><\/div>\n                        <\/div> <!-- .expanded-nav -->\n                    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class=\"highlights-list\">\n                                                    <li class=\"highlights-list-item\">\n                                <div class=\"highlights-list-item-title\">\n                                    <p>Scalable<\/p>\n                                <\/div> <!-- .highlights-list-item-title -->\n                                <div class=\"highlights-list-item-content\">\n                                    <p>Go from private to public, local to global, in one system. This is cap table management and administration simplified, meaning when the time comes, if you decide to take your company through a liquidity event, and beyond, you&#8217;re covered.<\/p>\n                                <\/div> <!-- .highlights-list-item-content -->\n                            <\/li>\n                                                    <li class=\"highlights-list-item\">\n                                <div class=\"highlights-list-item-title\">\n                                    <p>Engagement & retention<\/p>\n                                <\/div> <!-- .highlights-list-item-title -->\n                                <div class=\"highlights-list-item-content\">\n                                    <p>Attract, retain, reward. Stand out from competitors to engage and motivate the top quality staff, VCs and investors that you&#8217;ll want onside to help your business succeed by giving them a genuine stake in your company&#8217;s future.<\/p>\n                                <\/div> <!-- .highlights-list-item-content -->\n                            <\/li>\n                                            <\/ul>\n                            <\/div> <!-- .col-1 -->\n            <div class=\"col col-2 faq-with-image-col gsap-fade-in-right\">\n                <img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"781\" src=\"https:\/\/www.jpmorganworkplacesolutions.com\/wp-content\/uploads\/2024\/08\/why-choose-us.jpg\" class=\"attachment-large size-large\" alt=\"Why choose us?\" \/>            <\/div> <!-- .col-2 -->\n        <\/div> <!-- .row -->\n        <script>\n            jQuery(document).ready(function(e){function t(){var e=document.querySelectorAll(\".faq-with-image-col\");e&&window.innerWidth<900?e.forEach(e=>{var t=e.previousElementSibling.querySelector(\".jpm-cta-heading\"),i=t.offsetHeight,o=e.offsetHeight+88;e.style.top=i+44+\"px\",t.style.marginBottom=o+\"px\"}):e&&e.forEach(e=>{var t=e.previousElementSibling.querySelector(\".jpm-cta-heading\");e.style.top=\"\",t.style.marginBottom=\"\"})}t(),window.addEventListener(\"resize\",t)});\n        <\/script>\n    <\/section> <!-- .jpm-faq-with-image -->\n\n\n<div  class=\"single-review-block mb-0 full-width gsap-fade-in-up green\">\n    <div class=\"container\">\n        <div class=\"single-review-inner\">\n            <div id=\"single-review-owl-6a2881d599b5f\" class=\"single-review-carousel owl-carousel owl-theme\">\n                                        <div class=\"single-review-slide\" data-index=\"1\">\n                            <div class=\"review\">\n                                <p>The software is super easy to use, the interface is great, and it&#8217;s well designed and thought out. The support from the team has been spectacular. Onboarding was super smooth. Thanks for a great experience overall!!<\/p>\n                            <\/div> <!-- .review -->\n                            <p class=\"person\">Xialla<\/p>\n                            <p class=\"position\">CEO<\/p>\n                            <p class=\"position testimonial-disclaimer\">Client testimonial may not be representative of other client experiences<\/p>                        <\/div> <!-- .single-review-slide -->\n                                                <\/div> <!-- .single-review-carousel -->\n                    <\/div> <!-- .global-shares-single-review-inner -->\n    <\/div> <!-- .container -->\n    <script>\n        jQuery(document).ready(function(c){c(function(){let e=document.getElementById(\"single-review-owl-6a2881d599b5f\");(e=c(e)).addClass(\"testimonials-visible\"),e.owlCarousel({items:1,loop:!1,mouseDrag:!1,touchDrag:!1,autoplay:!1,nav:!1,dots:!1,margin:0,stagePadding:0});var t=e.closest(\".container\").get(0);let 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         <div class=\"col col-1\">\n                        <h2>Find out how we can help streamline your cap table management<\/h2>\n                    <\/div> <!-- .col-1 -->\n                    <div class=\"col col-2\">\n                        <div id=\"form-section-6a2881d59acbd\" data-relation=\"landing-page-cap-table\" class=\"contact-form-container\">\n                            <h6>Schedule 1:1 demo<\/h6>\n                            <div class=\"gs-contact-form\"><p>CONTACT BLOCK<\/p><\/div>\n                        <\/div> <!-- .contact-form-container -->\n                    <\/div> <!-- .col-2 -->\n                <\/div> <!-- .row -->\n            <\/div> <!-- .container -->\n        <\/div> <!-- .header-section -->\n        <div class=\"content-section\">\n            <div class=\"container\">\n                <div class=\"row\">\n                    <div class=\"col col-1 gsap-fade-in-up\">\n                        <p>Schedule a 30 minute call with one of our cap table<br \/>\nspecialists to learn more about our solution.<\/p>\n                    <\/div> <!-- .col-1 -->\n                    <div class=\"col col-2\"><\/div> <!-- .col-2 -->\n                <\/div> <!-- .row -->\n            <\/div> <!-- .container -->\n        <\/div> <!-- .content-section -->\n                    <div class=\"g2-section gsap-fade-in-left\">\n                <div class=\"container\">\n                    <div class=\"row\">\n                        <div class=\"col col-1\">\n                            <div class=\"spff\"><\/div>\n                            <div class=\"inner-row\">\n                                <div class=\"inner-col inner-col-1\">\n                                    <div class=\"g2-logo\">\n                                        <img decoding=\"async\" src=\"https:\/\/www.jpmorganworkplacesolutions.com\/wp-content\/uploads\/2023\/10\/G2-logo-1.svg\" alt=\"G2\" \/>\n                                    <\/div> <!-- .g2-logo -->\n          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