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Serious controls your team can actually use.

Granular permissions, dual approvals, and a full audit trail behind every action.

A cap table is only as good as the guardrails around it. Decide exactly who can do what, require a second sign-off on the big changes, and keep a plain record of everything, all without slowing anyone down.

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Permission group editor with view, edit, approve and export per section.

Granular permissions, down to the action.

Build reusable groups like Full Administrator, Cap Table Manager, Board Member, Read Only and Investor, then assign them company by company. For each section you decide four things separately: who can view, who can edit, who can approve, and who can export. The same person can run one company and only read another.

  • View, edit, approve and export set one by one
  • Assigned per company, not once for everything
  • A safe read-only role for anyone who just needs to look
Permission matrix with view, edit, approve and export columns.

A second set of eyes on the changes that count.

Turn on dual approval and issuances, transfers, splits and other cap table changes wait for a second person to approve them. The person who entered a change cannot approve their own. Underneath, every change is recorded in plain English and stays searchable.

  • An approvals queue across every ledger
  • The person who enters a change cannot approve it
  • A full audit trail, searchable by date, category and person
Pending approvals queue holding a change for a second person.

Verified sign-in and one place to run it all.

Every sign-in is confirmed with a one-time code, and changing an email, phone or password takes proof, not just a click. Run one company or many from a single account, invite users into the right group, and export your whole record to CSV whenever you want.

  • One-time code at sign-in, verified email and phone changes
  • Many companies under one login, each with its own access
  • Your data exports to CSV any time, nothing locked in
Enterprise users with roles and access management.
Companies directory for the account.
Data export with recent export downloads.

Controls first. Everything else follows.

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