Cap Table & Option Administration

Simplify Equity & Cap Table Management

Keep your cap table accurate, manage your option plans and set a foundation for raising capital.
  • Accurate Cap Table
  • Option Administration
  • Compliance Reporting
  • Scenario Modeling
Keep Your Cap Table Accurate
Make sure your cap table is accurate and easily reportable through all different types of events like new funding rounds, convertible notes, warrants and option plans. 
Manage Option Plans
Manage option plans, grants, and exercises in a single location. Offer employee’s access to a secure portal to view their plans, vesting schedules and documents. 
Robust Reporting
Ensure compliance with easy-to-use reporting. Whether it is being able to share an accurate and up-to-date cap table with potential investors or run ASC 718 reports for tax purposes, Diligent has you covered. 
Plan Next Rounds & Exit Scenarios
Easily run scenarios to understand how term sheets will affect your ownership and shareholders. Run exit events to see how proceeds will be distributed to shareholders at different exit values.  
Easy Onboarding & Support From Trained Paralegals
Get seamless onboarding and support for easy implementation.