409A-ready cap tables.
Audit-proof records.
OpenCap Stack gives finance leaders structured, auditable equity data — with automated vesting schedules, 409A exports, waterfall analysis, and a complete change history on every record.
No credit card required. Cancel any time.
The compliance gaps that surface at the worst time
Equity compliance issues rarely appear until a fundraise, M&A process, or audit forces a full cap table review.
Manual compliance tracking
Tracking vesting cliffs, acceleration triggers, and exercise windows across dozens of grants in spreadsheets is error-prone and does not scale past Series A.
Expensive 409A valuations
Annual 409A reports from traditional providers cost $3,000–$5,000 and take weeks. The underlying data your auditors need is already in your cap table — it just needs to be structured correctly.
Scattered documentation
Board consents, stock agreements, and option grants live in different folders, inboxes, and drives. Pulling a clean audit package under time pressure always reveals something missing.
Built for compliance, not just convenience
Every feature is designed around auditability — so when your board, investors, or acquirers ask for records, you have them.
409A valuation data exports
Export structured cap table data in the formats your 409A provider or auditors require. OCTA v2.0 compliant JSON, CSV, and Excel outputs — ready in seconds, not days.
Vesting schedule automation
Configure cliff periods, linear vesting, and custom milestones per grant. The system tracks every vest event automatically — no manual updates, no missed cliff dates.
Full audit trail on every change
Every equity event — grants, transfers, cancellations, conversions — is timestamped and attributed. Pull a complete audit log for any stakeholder or time period on demand.
Financial reporting and waterfall analysis
Model liquidation scenarios and exit distributions across all share classes. Generate financial reports that show per-stakeholder proceeds at any exit valuation.
OCTA v2.0 compliant data structures
Your equity data is stored in Open Cap Table Alliance v2.0 schema — the industry standard. Interoperable with legal platforms, investors, and audit firms that speak the same format.
Predictable, transparent pricing
No per-stakeholder fees that balloon as you hire. Flat plans with no surprise costs at audit time. The free tier covers most seed-stage companies entirely.
Every event logged with actor, timestamp, and full before/after state.
Get audit-ready before you need to be
14-day trial, no credit card. Migrate your existing cap table in under an hour with our import tools.