The Future of Cap Tables

We’re upgrading our cap table product to integrate RUVs and CVs at the atomic level. We believe these vehicles are important enough to be a fundamental component of cap tables, and founders tell us they are critical for fast financings and acquisitions.

Impact for companies

Current customers can upgrade to the new cap table and we will prioritize them. If they choose to stay on the existing version, everything will continue working as before, with no changes in software, support, or pricing.

The new cap table will be the only option for new customers; we think cap tables without these vehicles are incomplete and too slow to execute the most important startups transactions.

If current customers prefer to move to another provider—since we’re no longer building new features for the existing version—we have a partnership with J.P. Morgan, which offers great pricing and automated migrations through their Workplace Solutions business. I also recommend Pulley. We have a one-click transition experience and white glove team to support a transition to any provider.

Standalone RUVs and CVs are not affected in any way and continue to work with any cap table provider. Our standalone CV, launched last week to help startups consolidate existing investors on their cap table, has already helped a large AI company roll up $20M+ of investments into a single line.

More about our partners

J.P. Morgan Workplace Solutions

J.P. Morgan Workplace Solutions supports thousands of private and public companies with equity management. Founders who have worked with them specifically highlight their pricing and support.

• We have a preferred partnership with J.P. Morgan to automate the entire data and document migration process. No required sales calls, no manual rebuilding of cap tables, no painful onboarding periods. Cap table and documents transfer automatically once you initiate a migration.