Equity Management
Cap Table & Equity Management for Startup Companies
Entity Desk gives startup companies the infrastructure to manage their cap table, process share issuances, and track equity across every funding round — with the accuracy and audit trail that investors and counsel demand.
Capabilities
Everything You Need,
in One Platform.
Cap Table Management
Maintain a live, fully reconciled cap table that reflects every share issuance, transfer, conversion, and cancellation — always accurate and investor-ready.
Equity Round Tracking
Model and record seed, Series A, and subsequent funding rounds with full documentation of new share issuances, SAFEs, convertible notes, and option pool changes.
Share Certificate Generation
Generate compliant digital and printable share certificates automatically upon issuance or transfer, eliminating manual document preparation and reducing errors.
Investor Portal & Reporting
Give investors secure, read-only access to their shareholding data and equity statements. Provide the transparency that sophisticated investors expect at every stage.
Immutable Audit Trail
Every cap table action is permanently logged with a timestamp and user attribution — giving founders, counsel, and auditors complete confidence in the record.
Multi-Jurisdiction Support
Whether you are incorporated in Delaware, the Cayman Islands, Hong Kong, or Canada, Entity Desk supports your structure and compliance obligations across jurisdictions.
Get Your Equity Structure Right from Day One
A sloppy cap table is one of the most common reasons deals fall through during due diligence. Entity Desk gives startups the infrastructure to manage equity with the same rigour that late-stage companies and public issuers demand — from your first seed round through to a liquidity event. Every issuance, transfer, and conversion is documented, traceable, and reconciled against your official shareholder registry.
- Accurate cap table from incorporation through every funding round
- Automated share certificate generation for every issuance and transfer
- Full equity dilution modelling for new rounds, options, and convertibles
- Shareholder verification and identity documentation stored against each record
- Secure data room for sharing equity data with investors and counsel
Built for the Speed of a Startup, the Precision of an Institution
Startups move fast — and your equity management tooling needs to keep up without creating compliance gaps. Entity Desk automates the administrative work so your team can focus on building. When investors, lawyers, or regulators ask for a clean cap table or historical equity schedule, you can deliver it instantly. Whether you are preparing for a fundraise, navigating a secondary transaction, or planning an exit, your records are always audit-ready.
- Real-time cap table reflecting all equity events as they happen
- Investor-ready reporting for due diligence and board packages
- Option pool and ESOP management with vesting schedule tracking
- Document control for shareholder agreements, subscription agreements, and side letters
- Compliance reminders for annual filings and statutory reporting obligations
Explore More Use Cases
Reporting Issuers
Maintain shareholder registries and cap tables for non-listed public companies.
Learn more →Securities Lawyers
Act as transfer agent with legal-standard registry and share processing tools.
Learn more →Corporate Service Providers
Automate KYC/AML workflows and manage client entities for licensed TCSPs.
Learn more →Registered Agents
Manage entity lifecycles, statutory compliance, and multi-jurisdiction portfolios.
Learn more →Get Your Cap Table Right from the Start
See how startups use Entity Desk to stay investor-ready, manage equity rounds, and maintain a clean shareholder registry from day one.