Cap Table

Your cap table and your books in the same system

Your cap table lives in Carta. Your books live in QuickBooks. Nobody can answer 'what does dilution look like after the next round?' without exporting data from both systems and running a spreadsheet model.

Cap Table — Fully Diluted

15,000,000 shares · $12M post-money

Common
8,000,00053.3%
Series Seed Preferred
3,000,00020.0%
Series A Preferred
2,500,00016.7%
Option Pool
1,500,00010.0%

How it works

StartOS manages share classes, funding rounds, equity grants, and vesting schedules alongside your general ledger. Dilution modeling runs against real cap table data. Vesting alerts notify you before cliffs hit.

  • Share class management (Common, Preferred, Options, SAFEs)
  • Funding round tracking with pre/post-money valuation
  • Equity grant management with vesting schedules
  • Dilution modeling for equity rounds, convertible notes, and SAFEs
  • Runway impact analysis (current vs post-raise cash and runway)
  • Vesting milestone alerts (cliff approaching, pool utilization)
  • Investor visibility via portal (with founder-controlled gate)
  • 409A fair market value tracking

Three steps to get started

1

Set up your cap table

Enter share classes, existing rounds, and outstanding grants. Or import from your current provider.

2

Model your next round

Run dilution scenarios with different valuations, option pool sizes, and instrument types.

3

Share with investors

Investors see ownership data through the portal. You control what's visible.

From first dollar
to first audit.

StartOS is in pre-launch early access. We're hand-picking the founders and finance teams we onboard. Tell us about you and we'll respond within 2 business days.