Startup equity tools

Startup equity tools

Startup equity tools offer platforms and services designed to manage cap tables, equity plans, valuations, liquidity, and wealth management. These solutions cater to founders, finance teams, employees, and shareholders across private and public companies [1][2][3][4].

Cap Table and Equity Management

• Carta combines an intelligent platform with human service for private capital operations, supporting over 1.7M+ equity holders and managing $4.5T+ in assets [1].
• Pulley is built for founders and finance teams to provide a simple user interface and fair pricing for cap table management [3].
• Mantle offers an AI-powered equity management and fund intelligence platform using two purpose-built offerings named Mantle Portal and Mantle Equity [4].
• Mantle's system turns fragmented documents, reports, and records into structured, normalized data for AI-powered workflows [4].

Modeling, Compliance, and Integrations

• Carta provides real-time visibility, agentic intelligence, strategic modeling, and compliance support, along with access to fund admins, tax experts, and analysts [1].
• Pulley helps users model their next funding round by exploring dilution, SAFEs, and exit scenarios, and supports companies from seed stage to enterprise scale [3].
• Pulley offers ASC 718 reporting, GAAP and IFRS support, and 409A valuation services to maintain audit readiness [3].
• Mantle tracks documents such as capital calls, distributions, K-1 forms, financial statements, and investor reports using agentic workflows that integrate with AI models including Claude Opus, ChatGPT, and Gemini Pro [4].

Liquidity and Wealth Management

• Secfi delivers liquidity and wealth management services, personalized financial planning, and guidance from experienced advisors for employees and shareholders at innovative private startups and public companies [2].
• Secfi's tools assist users with overwhelming equity and tax planning [2].
• Pulley integrates with Nasdaq Private Market to allow the design of custom liquidity programs for employees and investors [3].

What is not covered

Specific pricing models, exact fee structures, and detailed implementation timelines for each platform are not provided in the sources.