Cap Table & Option Administration

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, grants, and exercises in a single location. Offer employee’s access to a secure portal to view their plans, vesting schedules and documents. 

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. 

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.