CapTable: Equity Management Built for Modern Fund Managers

The comprehensive platform designed specifically for fund managers and SPV administrators who need to track investments, manage investor relationships, and maintain accurate equity records. Built with enterprise-grade technology and intuitive design, CapTable streamlines complex equity management workflows into a single, powerful solution.

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Comprehensive Investment Management at Your Fingertips

Managing multiple Special Purpose Vehicles and tracking their investment targets has never been easier. CapTable provides a centralized hub where fund managers can monitor every aspect of their portfolio with precision and clarity.

SPV Tracking

Create and manage Special Purpose Vehicles (SPVs), each with detailed investment target information, timelines, and performance metrics.

Round Monitoring

Track multiple funding rounds simultaneously with real-time progress analytics that keep you informed of capital deployment and investment progress status.

Automated Calculations

Database triggers automatically compute equity allocations, ownership percentages, and investment summaries as data changes.

Investor Analytics

Comprehensive tracking of investments per investor and per round, providing complete visibility into capital sources and allocation.

Sophisticated Investor Relations Management

Today's investment landscape involves complex entity structures and diverse investor types. CapTable handles them all with ease, from individual accredited investors to multi-layered corporate entities.

Entity Support

Manage individual investors alongside sophisticated entity structures including trusts, corporations, LLCs, and partnerships. Our platform supports complex entity hierarchies with designated responsible party management, ensuring you always know who to contact and maintain compliance.

Efficient Data Import

Bulk CSV import functionality allows you to onboard dozens or hundreds of investors simultaneously. Built-in validation catches errors before they enter your database, and comprehensive error handling guides you through any issues that arise.

Organize and Segment Your Investor Base

Custom Groups

Create unlimited investor groups based on investment type, entity structure, geography, or any custom criteria relevant to your fund strategy.

Targeted Communications

Send relevant updates to specific investor segments without cluttering everyone's inbox with information that doesn't apply to them.

Relationship Tracking

Maintain detailed records of all investor interactions, preferences, and history in one centralized, secure location accessible to your team.

Professional Communication Tools That Scale

Clear, consistent communication builds trust with your investors. CapTable provides enterprise-grade email tools that make it easy to create beautiful, professional investor updates without requiring design or technical expertise.

01

Design Your Update

Use our visual drag-and-drop editor to craft compelling investor communications. No technical knowledge required—just drag elements, add content, and format with ease.

02

Test Before Sending

Send test emails to yourself or team members to ensure everything looks perfect across different email clients and devices before your investors see it.

03

Deliver at Scale

Send to hundreds or thousands of investors with intelligent rate limiting that ensures deliverability while respecting email service provider guidelines.

04

Track and Archive

Every sent email is automatically tracked and archived, providing a complete communication history for compliance and reference purposes.

Reusable Templates That Save Time

Build Once, Use Often

Create beautiful email templates for quarterly updates, investment opportunities, or any recurring communication need. Each template can be customized with your branding, standard messaging, and preferred layout structure.

Version control ensures you can track changes over time and revert to previous versions if needed. Save multiple variations of templates for different investor segments or communication types, building a library of professional assets that grows with your fund.

Draft Management

Work on emails over multiple sessions with automatic draft saving. Collaborate with team members on draft emails before finalizing and scheduling for delivery. Never lose work or accidentally send an incomplete message.

Security and Data Isolation You Can Trust

Multi-Tenant Architecture

Row-level security policies ensure that each fund manager sees only their own data. Even if someone gained database access, RLS policies prevent unauthorized data access at the database level—a critical security layer that many platforms overlook.

Role-Based Access Control

Supabase Auth provides enterprise authentication with role-based permissions. Define exactly who can view, edit, or delete different types of data within your organization. Add team members with confidence knowing they'll only access what they need.

Automated Data Integrity

Database triggers automatically maintain data consistency and recalculate equity allocations in real-time. This means your numbers are always accurate, and you can trust the data you're presenting to investors and stakeholders.