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Cap Table Managemen...
 

Cap Table Management  


Joseph Aurilia
Posts: 7
Patina Nation Member
Joined: 10 months ago

Hi Everyone:

I have a client looking for a cost effective way to manage their cap table and options agreements globally.  Due to this being more of an eSign document management and numeric tracking need they hope to keep costs low as they don’t require the valuation and simulation features of most platforms.
 
Any opinions on positive experiences with specific solutions?
 
Thanks in advance!
Joe
9 Replies
Aaron Simmons
Posts: 1
Patina Nation Member
Joined: 4 months ago

I know of a company called WeSignature, (

Home

).  Ryan Pegram is the Founder/Owner.  I can make introductions if needed.

 

Cheers

-Aaron

Reply
1 Reply
Joseph Aurilia
Joined: 10 months ago

Patina Nation Member
Posts: 7

@aaronsecurityocean-net

Thanks Aaron.  I checked it out but am looking for eSign integrated with cap table mgmt.

Reply
Josias Pontes
Posts: 1
Member
Joined: 2 years ago

I use Carta.

Josias

Reply
1 Reply
Joseph Aurilia
Joined: 10 months ago

Patina Nation Member
Posts: 7

@jbpontes1gmail-com

Thanks!  I am aware of them.

Reply
Peter Wokwicz
Posts: 1
Patina Nation Member
Joined: 2 months ago

Second for Carta. It has already become a standard - several of my companies I am involved with use it without issue. Can setup yourself or I know people that can get it going.

Reply
1 Reply
Joseph Aurilia
Joined: 10 months ago

Patina Nation Member
Posts: 7

@pwokwiczcexinc-com

Thanks for the comments. In my searching this one always comes up first.

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David Teten
Posts: 1
Patina Nation Member
Joined: 2 months ago
Reply
1 Reply
Joseph Aurilia
Joined: 10 months ago

Patina Nation Member
Posts: 7

@mailteten-com

Thanks David!  Very detailed post with a lot of great info to review.

Reply
Tom Haus
Posts: 1
Patina Nation Member
Joined: 3 weeks ago

Carta...very easy to setup, use and maintain.

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