Grants, rounds, transfers and exits post to one hash-chained equity ledger, so the cap table, the holder portal and the compliance checks always agree — as of any date.
Each event posts to the equity ledger, and the cap table, vesting and compliance checks recompute from it.
Pre-money pool back-solve, SAFE and note conversion, anti-dilution — modelled before the term sheet is signed.
Round Modeling & Close →The round closes in one atomic transaction; new shares and conversions post together.
Round Modeling & Close →Options and RSUs issued from the pool with vesting computed; holders accept from email or the portal.
Equity Plans & Vesting →Rule 701, ISO $100K, 83(b) and headroom recomputed from the ledger after every event.
Equity Compliance →As-of cap tables, exit scenarios and exports for counsel, auditors and the board.
Cap Table Management →The cap table, vesting, compliance status and exit waterfall are views of the equity ledger, as of any date.
As of any date, reconstructed from the chain.
Pool remaining, vested/unvested, terminations and exercise windows.
Rule 701, ISO $100K, 83(b), Form D, headroom.
Proceeds by class and by holder at any exit value.
Each holder's own holdings, vesting and documents.
Common, preferred, options, RSUs, SAFEs, warrants and notes, with as-of views computed from the ledger rather than edited by hand. Corrections are reversals, never edits.
Pools, cliffs, acceleration, terminations and post-termination exercise windows are computed — not typed — so vesting is right on every statement.
Rule 701 rolling window, ISO $100K, 83(b) deadlines, Form D and authorized-versus-issued headroom are checked against the same records that issue the shares.
On Privatis every event posts to one equity ledger; the cap table, vesting, compliance checks and holder portal are queries over it.
One equity record for the board, auditors, 409A provider and counsel.
Round closes, transfers and compliance checks as ledger events with a hash-chained history.
Grants, vesting and terminations computed from the plan, not maintained in a file.
A portal with their own position, vesting and documents — and grant acceptance from email.
Ownership is a query over an append-only, hash-chained ledger — not a cell someone typed. Common, preferred, options, RSUs, warrants, SAFEs and notes reconstruct on any as-of date.
Pools that cannot drift from their grants. Cliffs, acceleration, terminations and post-termination exercise windows are computed from the schedule — not typed into a column.
Pre-money method with pool back-solve, post-money SAFE conversion to a fixed point, and anti-dilution — then close in one transaction that issues the class, converts the notes and pins pre/post versions.
Each holder sees only their own holdings, vesting and documents — and can accept a grant from an email link or exercise from inside the portal.
Rule 701 rolling window, ISO $100K, 83(b) and Form D deadlines, authorized-versus-issued headroom — assembled from the ledger, not a calendar someone updates.
Bring a Carta, Pulley or spreadsheet export in with column detection and a dry run. Take the cap table, the securities and the ledger out any time.
Bring your current cap table — we'll import it with a dry run and walk through the as-of views, vesting and compliance checks.