Every grant, every document.
Fully auditable.
OpenCap Stack gives legal teams a single source of truth for equity documentation — version-controlled storage, OCTA v2.0 compliant data, and access-controlled data rooms that hold up under due diligence.
OCTA v2.0 validated. Self-hostable. MIT licensed.
Where equity documentation breaks down
Legal issues with cap tables rarely surface during normal operations. They surface during due diligence, when the cost of fixing them is highest.
Missing and mismatched documents
Option grants with no corresponding board consent. SAFE agreements that reference a cap table version from two rounds ago. Gaps that surface the moment due diligence begins.
Version control nightmares
Emailing redlined agreements back and forth creates a trail of ambiguous "final" and "final-v2-SIGNED" files. Identifying the controlling document in a contested grant becomes a billable investigation.
OCTA non-compliance
Cap tables built in proprietary formats cannot be validated against the Open Cap Table Alliance standard, creating interoperability problems with investors, transfer agents, and acquirers.
A platform built around documentation integrity
Every equity record is linked to its authorizing documents. Every document is versioned, timestamped, and retrievable.
Document storage with version history
Every document upload is versioned. The controlling document is always clearly identified. Pull any historical version — with timestamps and upload attribution — in one click.
Board consent and option grant templates
Pre-built templates for board approval resolutions, ISO/NSO grant agreements, and SAFE addendums. Linked directly to the equity record they authorize.
OCTA v2.0 schema compliance
All equity data is stored in Open Cap Table Alliance v2.0 format — validated on write, exportable on demand. Share a standards-compliant package with any counterparty who requests it.
Data room with access control
Create purpose-built data rooms for fundraising, M&A, or legal review. Grant time-limited, role-scoped access to specific document sets without exposing the full cap table.
REST API for legal workflow integration
60+ endpoints with JWT auth and OpenAPI 3.0 specification. Integrate cap table data into your document management system, e-signature workflow, or matter management platform.
Immutable audit trail
Every document upload, grant modification, and access event is logged with actor identity and timestamp. The audit log is append-only — no record can be silently altered or deleted.
Every document. Indexed. Versioned. Retrievable.
One location for all equity-related documents — linked to the records they authorize.
| Document | Version | Filed | Status |
|---|---|---|---|
Equity Grant Agreement | v1.0 | 2026-05-28 | Filed |
Board Consent — Option Grant | v1.0 | 2026-05-28 | Filed |
SAFE Agreement — Seed Round | v2.1 | 2026-03-14 | Filed |
409A Valuation Report | v1.0 | 2026-01-10 | Filed |
Investor Rights Agreement | v3.0 | 2025-11-02 | Filed |
100% OCTA v2.0 compliant
OpenCap Stack is built on the Open Cap Table Alliance v2.0 schema — the emerging industry standard for interoperable equity data. Every record is validated on write and exportable in a format that any counterparty, transfer agent, or auditor can consume without translation.
Give your clients an equity record that holds up
Explore the platform with no commitment. OCTA v2.0 compliant, open source, and ready to integrate with your existing legal workflow.