Managing a cap table can feel like a part-time job for startup founders, CFOs, investors, and legal teams. Wrestling with endless spreadsheet tabs or outdated equity management software is frustrating and error-prone. Cap tables are the backbone of your company's ownership, yet traditional tools haven’t kept up with modern needs.

Introducing iClerk’s Cap Table Agent

iClerk’s Cap Table Agent saves you time, reduces errors, and provides real-time insights into your company’s ownership dynamics. It’s like having an intelligent co-pilot for cap table management, making equity tracking simple and intuitive.

Key Features:

AI-Powered Insights: Ask open-ended questions like “Who are the top 5 shareholders after our next round?” and get instant answers.

Real-Time Ownership Visualization: Interactive charts provide live updates on percentages, values, and trends.

Stakeholder Analysis: Analyze individual holdings and track equity evolution through funding rounds or grants.

Scenario Modeling: Easily model funding, exits, grants, or secondaries to see how investments impact ownership.

Dilution Updates: Instantly visualize dilution effects without recalculating formulas.

Secure Document Repository: Encrypt data and ensure traceability with natural language search capabilities.

Automated Reporting: Generate visual dashboards and dynamic reports effortlessly.

Investor Portal: Share role-based insights securely with stakeholders via a dedicated portal.

Ready to Transform Your Cap Table Management?

iClerk’s Cap Table Agent combines advanced AI technology with intuitive tools to streamline equity management and decision-making.

Say goodbye to tedious spreadsheets and outdated workflows—managing your company’s ownership just got easier.