Screen Shots

Cap Table

Easily search the auto-generated cap table by using a searchable tree-structure control.


Export to Excel

Export cap table to Excel and maintain all levels of details along with the actual formulas for all the computations.


Ledgers

Ledgers maintain detailed transactional history for all events, including issuing, cancelling, transferring, and exercising ownership.


Managing Security Series

Manage the numerous preferences, vesting schedules, and other attributes for option plans, equity, debt, and warrants all through intuitive wizards.

Establish Option Plans


T&Cs and preferences associated with Preferred Stock

T&Cs and preferences associated with Preferred Stock

Vesting Schedules: Equally over time, immediate, cliff or any combination

Vesting Schedules: Equally over time, immediate, cliff or any combination

Establish Warrants

Establish Warrants

Managing Ownership

Issue, Cancel, Transfer, and Exercise Ownership in minutes using a series of easy-to-use and intuitive wizards.

Issue Securities


Transfer Ownership

Transfer Ownership

Exercise Options

Exercise Options

Cancel Ownership

Cancel Ownership

Menu Structure

Intuitive menu structure and easy to read grids with full grouping, sorting, filtering, and export capabilities. Grids manage security series, investors, employees, and various transactional ledgers.


Ownership Document Management

Organize all your ownership-related documents at all levels, including employee and investor records, option and stock grants, T&C's and options agreements, and transaction records.

Outcome Analysis

Create, execute and save multiple outcome scenarios from the CapControls Analytics Package. CapControls' proprietary structured iterative algorithm will recursively analyze and compute various aspects of an outcome scenario, as demonstrated in subsequent screenshots.

Preferred Stock Analysis

Determines whether each series of preferred stock should redeem, take its liquidation preference or convert to common and/or participate.

Option and Warrant Conversion Analysis

Determines which option and warrant grants should be exercised based on exercise price, impacting the number of common shares and dollars available for common shareholders.

Common Stock Analysis

Ultimately, CapControls will calculate the price of common stock after evaluating the number of available common and restricted shares, proceeds from preferences and dividends from preferred stock, and proceeds from option and warrant exercises.