Simplify your equity management with cap table and Carta support.

Investor and Equity Management

Not sure you’re doing those Options grants quite right? We help you make sure that when you grant Options, SAFEs, and so on, you’re following the terms that are in your company’s legal documents. We can also record your Options grants and investment agreements in Carta or your equity platform of choice (like Cake, for example). We also fully set up and manage Carta and other equity management solutions for our clients.

Need a cap table? We create cap tables for brand new companies, established companies, and companies that have raised tens of million of dollars. Our clients love that they know who owns what and how current or future fundraising rounds will impact (dilute) the founders and existing Optionees and investors.

Raising a round? We help you get ready for SAFE and Convertible Note offerings, AngelList RUVs, Series A rounds, and more. We support our clients and their attorneys by keeping track of the cap table, updated and maintaining Carta or your equity platform of choice, and creating projection cap tables that are used before and during fundraising rounds to keep track of who owns what.

Carta Help

Harness the power of Carta without the overwhelm. From initial setup to ongoing support, we keep Carta up-to-date and loop you in if we identify discrepancies between your Carta records and your legal docs or actions you or the board have taken.

Investible Ventures is a Carta-Certified Expert. As a Carta Partner, our clients receive a 20% discount on their paid Carta plan when they sign up for Carta through us.

Convertibles, SAFEs, Options, Series A Modeling

Think of Carta like a spreadsheet sitting on top of your legal docs. It shows you who owns what. But when you’re contemplating fundraising (like issuing SAFEs, Convertibles, raising a Series A, or even just issuing Options), having an Excel forecast model of your cap table is extremely helpful in visualizing what your cap table will look like after you take the step you’re contemplating. We do that efficiently and explain it effectively.

Help choosing the right valuation cap and discount.

• A clean cap table model helps you to explain your deal to investors.
• Understand the dilutive impact of SAFEs or Convertibles.
• Know how much equity you have, or will, give to advisors, employees, and contractors.
• Choose appropriate SAFE valuation caps and discounts.

Who are our clients?

— Startup founders & SMB founders

We take the pressure off you to keep clean and organized cap table records for you, your cofounders, your attorney, and your investors. We typically do this in Carta and in Excel, but are happy to use your preferred cap table management solution.

— Attorneys to startups & SMBs

It takes years of private equity and venture capital experience to effectively support a startup attorney. Context is key. We work as support staff for your law firm, managing Carta and analyzing equity ownership and transactions in Excel. We’re also helpful when you’re getting your head around a new client’s docs. Think of us like a legal admin, but with decades of direct transactional experience.

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