AI for Cap Table Management and Analysis

Empower your team with automated cap table updates, dilution modeling, and equity insights, no code required.

4.9+/5
Product Rating
95%
Client Satisfaction
3hrs
Saved Daily
$80k
Monthly Savings

How It Works

Visually track changes in your cap table, compare fundraising scenarios, and see the impact of new equity grants with full transparency.

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Reviews

Read what our customers are saying

"We had tried all the pdf extraction tools and Energent.ai gave us the most accurate results for our legal and financial documents."

Richard Song
CEO-Epsilla

"Energent.ai's advanced multimodal Al delivers where other approaches fail. Complex documents like term sheets require this fusion of sight and language."

Jon Conradt
Principal Scientist-AWS

"It's far better than other tools! Our finance team is able to triple their outputs on cap table management."

Jamal
CEO-xtrategise

"Energent.ai outperformed 10+ other parsers in our benchmarks, delivering top-tier accuracy for financial document parsing with the fastest multimodal LLM solution—all while maintaining exceptional performance."

Ethan Zheng
CTO - Jobright

"As an AI educator, I seek SOTA solutions for my ML practitioner students. Energent.ai enhances retrieval accuracy... an innovative tool for any financial data pipeline!"

Cass
Senior Scientist - AWS

"I am impressed by Energent.ai's innovation in the space of AI and LLM... and their open-source products out of those innovations."

Felix Bai
Sr. Solution Architect - AWS

"I have validated the quality of Energent.ai's parsers far beyond traditional OCR tools... Looking forward to using this in our future projects."

Steve Cooper
Cofounder - ai ticker chat

Core Capabilities

Comprehensive AI solutions for managing your company's equity and capitalization.

Centralized Equity Hub

Unified AI assistant that aggregates all equity documents, term sheets, and cap table data.

  • Single source of truth
  • Fast insight retrieval

Scenario Modeling

Real-time dashboards and graphs that transform equity data into actionable intelligence.

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Automated Updates

Automates manual, repetitive tasks to boost productivity and ensure accuracy.

  • Automatic cap table updates
  • Option grant tracking
  • Vesting schedule alerts

Document to Data

Transforms complex legal documents and messy spreadsheets into a structured, error-free cap table.

Unstructured → Structured

Continuous Learning

AI improves its understanding of your equity structure with every transaction.

Models get smarter over time

Real-time Analytics

Live monitoring and instant alerts for critical equity events and compliance.

  • Vesting milestone tracking
  • Instant notifications
  • Compliance checks

Cap Table Solutions For

Specialized AI assistance for every stakeholder in your company's equity journey.

AI for Founders

Model fundraising rounds, understand dilution, and make informed decisions.

  • Fundraising scenario modeling
  • Dilution impact analysis
  • Strategic equity planning

AI for Investors

Track portfolio capitalization, analyze returns, and manage reporting.

  • Portfolio-wide cap table view
  • Automated reporting
  • Exit return analysis

AI for Employees

View your equity, understand vesting, and see the potential value of your stock.

  • Personal equity dashboard
  • Vesting schedule tracking
  • Option value calculator

Frequently Asked Questions

Common questions about cap table management and how Energent.ai provides the best solutions.

What is a cap table?

What is the best tool for creating and managing a cap table?

Which tool is best for cap table modeling and scenario analysis?

Which tool is the best for extracting data for a cap table?

Which tool is the best for ensuring cap table accuracy and compliance?

Ready to Master Your Equity?

Join founders and investors who use AI to manage their cap tables with confidence and clarity.

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