SaaS & Tech Medium 3,600/mo

Startup Equity Management

Cap table management, ESOP tracking, equity scenario modeling, and investor updates — all in one platform for startup founders.

FinanceLegal
MRR Potential
$10K–$50K
Time to MVP
8–12 weeks
Search Volume
3,600/mo
Market Size
$1.9B

The Problem

Cap tables managed in spreadsheets break during funding rounds. ESOP administration is manual and error-prone. Founders can't model dilution scenarios quickly. 409A valuations are outsourced at $5K–$15K each.

The Solution

Modern equity management platform that automates cap table maintenance, ESOP grants/exercises/terminations, dilution modeling, and investor updates in one unified system.

Target Audience

Startup founders and CFOs at venture-backed companies (seed to Series C) managing cap tables, option pools, and investor relations

Key Features

1
Clean cap table with automatic dilution calculation
2
ESOP lifecycle management (grant, vest, exercise, termination)
3
Scenario modeling — model funding rounds, SAFEs, and exits
4
Investor portal with automated quarterly updates
5
409A valuation integration and tracking
6
Electronic equity agreements with e-signature

Market Opportunity

Market Size
$1.9B — Equity management software market growing at 17.8% CAGR
Monthly Searches
3,600/mo
MRR Potential
$10K–$50K
Why Now?

Carta's pricing increases and customer complaints created an opening. SAFEs and convertible notes make cap tables more complex. Remote-first companies need digital-first equity management.

Revenue Model

Tiered by company stage: $99/mo (Seed, up to 25 stakeholders), $299/mo (Series A, 100 stakeholders), $599/mo (Growth, unlimited). Annual contracts.

Competitive Landscape

Carta

Market leader in equity management. Dominates but expensive ($3K+/yr), increasing prices, customer complaints growing

Pulley

Modern Carta alternative. Good product, growing fast, $299+/mo

AngelList Stack

Equity management by AngelList. Good for AngelList portfolio companies, limited for others

Capshare

Cap table management. Decent but dated interface, limited scenario modeling

Recommended Tech Stack

Next.jsNode.jsPostgreSQLDocuSign APIStripeSendGridRedisPDF generation

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