Benefits
Streamline all your equity workflows in one place
We automate the admin work so you can focus on growing your company
Onboard Stakeholders in Minutes
Onboard stakeholders with one-click invites to dedicated employee portals and investor portals that can be integrated directly with your HR and Accounting systems.
Automate Document Processing
Create hundreds of error-free documents, distribute automatically and store signed documents securely. Issue share certificates, generate subscription agreements, process transaction documents and more.
Save on Legal Fees
Save up to 50% of your legal costs and make faster decisions with automated workflows that give you more control over your equity plans.
Communicate and Visualize Equity Plans
Education and communication are critical to making equity motivating and meaningful. We provide tools and visual interfaces that empower employees to understand their equity, its value, and how it works.
Solutions
Built to handle the most complex equity plans
Capstack is designed with an open architecture that can be customized to handle commonly used equity incentive structures in private equity transactions
Earnouts
Accelerate your M&A strategy with milestone-based incentives that are settled at a later date.
Phantom Equity
Incentives that simulate stock performance or are tied to specific OKRs without dilution.
Dividend Distribution
Reward your stakeholders with cash distribution via dividends or a recapitalization events.
Profit Participation Units
Incentivize employees with non-voting stock or minority interest in selected subsidiary.
Stock Purchase Plans
Allow your stakeholders to double-down on the company with salary sacrifice programs.
Vesting Schedule
Equity plans that vests based on time, performance, trigger events and with a cliff.
Stakeholders
Best-in-class tools built for collaboration
Bring finance, legal and HR functions together with an accurate and secure single source of truth for your equity. Advanced access controls to lock down unauthorized confidential information.
For investors
Stay informed and get instant access to critical information and monitor your portfolio's performance.
For employees
Use equity to inspire your team. Real-time updates and dedicated employee portal to take the pain out of equity admin.
For finance
Share-based payments compliant with GAAP, dividend distribution tools and more to help you prepare for your next audit and board meeting.
For legal counsels
Minimise the compliance risk of your equity plans. Keep track of contracts and signatures at every step.
Features
Purpose-built for private equity portfolio companies
Built by teams from
What is Capstack?
How is Capstack different from other tools?
How does onboarding work?
Can you handle complex waterfalls