Equity, end to end.
Cap table, issuance ledger, convertible debt, options and warrants, dilution simulator. Every share class, every transaction, every beneficial owner. Cross-referenced against your filed disclosures.
What this module does, end to end.
Shareholder Register with Beneficial Ownership
Every holder, every share class, every voting right. Beneficial owners over 10% flagged automatically with cross-references to SC 13D/G and Form 3/4/5 filings.
Issuance History with SEC Cross-References
Every issuance dated, priced, and linked to the original disclosure. Ramps, warrants, options, PIPE rounds, ATM tranches.
Convertible Debt & Notes
Principal, rate, maturity, conversion terms, and dilution impact tracked per instrument. Auto-extracts from filed agreements.
Dilution Simulator
Model any scenario. New PIPE, warrant exercise, debt conversion, employee grant. See the cap table and ownership pre/post in seconds.
Authorized vs Issued vs Outstanding
Always up to date. The three numbers every CFO needs at their fingertips before every earnings call.
Auto-Parse from OTC Disclosures
Annual and quarterly OTC reports parsed into structured cap-table updates. Vault-certified before they go live.
See it in production.
Early-access program by invitation. Onboarding in minutes. Your Vault is live the moment your ticker is recognized.