Modern equity management for PE portfolio companies

Modern equity management for PE portfolio companies

Modern equity management for PE portfolio companies

Capstack helps companies automate equity administration and save on legal fees

Capstack helps companies automate equity administration and save on legal fees

Capstack helps companies automate equity administration and save on legal fees

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

Document Templates

Convert any PDF document into reusable templates with embedded eSignatures.

Document Templates

Convert any PDF document into reusable templates with embedded eSignatures.

Document Templates

Convert any PDF document into reusable templates with embedded eSignatures.

Equity Plans

Create and manage multiple equity plans and issue option grants with predictive workflows.

Equity Plans

Create and manage multiple equity plans and issue option grants with predictive workflows.

Equity Plans

Create and manage multiple equity plans and issue option grants with predictive workflows.

Visualize & Communicate

With interactive charts and personalized dashboards, your employees can see how their hard work translates into financial rewards.

Visualize & Communicate

With interactive charts and personalized dashboards, your employees can see how their hard work translates into financial rewards.

Visualize & Communicate

With interactive charts and personalized dashboards, your employees can see how their hard work translates into financial rewards.

Planning & Forecasting

Powerful tools to model your hiring needs with visualizations that streamline your decision making.

Planning & Forecasting

Powerful tools to model your hiring needs with visualizations that streamline your decision making.

Planning & Forecasting

Powerful tools to model your hiring needs with visualizations that streamline your decision making.

Compliance & Reporting

Seamlessly initiate Board Actions when you issue securities. Setup approvals and templates in a single click.

Compliance & Reporting

Seamlessly initiate Board Actions when you issue securities. Setup approvals and templates in a single click.

Compliance & Reporting

Seamlessly initiate Board Actions when you issue securities. Setup approvals and templates in a single click.

Data Rooms

No more scattered documents in inboxes and siloed information systems. Use AI to extract crucial details from unstructured documents.

Data Rooms

No more scattered documents in inboxes and siloed information systems. Use AI to extract crucial details from unstructured documents.

Data Rooms

No more scattered documents in inboxes and siloed information systems. Use AI to extract crucial details from unstructured documents.

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© Capstack Financial Inc. 2024. All rights reserved.

© Capstack Financial Inc. 2024. All rights reserved.