Free
a month
no annual commitment
Everything that early-stage startups need to manage their equity.
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Only for companies with up to 10 stakeholders and under $1M raised.
Live-guided onboarding
Annual cap table health check
Unlimited users and securities
Digital stock issuance
Financing and exit modeling
Sharing and collaboration
Reporting and data export
409A valuation available separately

Fundamentals

7-day free trial
$60
a month
annual term
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Advanced cap table management, including issuance, modeling, stock option plans, sharing, etc.
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Unlimited users and securities
Advanced reporting
Annual cap table health check
Exit modeling with waterfall analysis
Cap table activity audit log
Priority customer support
Automatic error audits
Stock class and plan amendments
Stock plan document sets
Options issuance with integrated eSignature
409A valuation available separately

Boost

$330
a month
annual term
Fundamentals plan, with annual 409A, additional compliance, and reporting features.
Get started
Annual 409A valuation
Unlimited stakeholders
Annual cap table health check
Rule 701 analysis
Advanced reporting
Unlimited audit log history
High-priority customer support

Guided onboarding

Learn how to build your cap table. Work with LTSE Equity Customer Success team members who can guide you through setting up your cap table.

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Self-service onboarding

With an easy-to-follow checklist and self-service onboarding, our platform will help you build a cap table you will be proud to share.

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One-time 409A

Not ready for a Boost plan? Looking simply for a single 409A valuation? We offer one-time 409A valuations for startups that fall outside of our Boost plan.

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Plan details

Basic

Fundamentals

Boost

Usage limits & data portability
Stakeholders Up to 10 Tiered Unlimited
Securities Unlimited Unlimited Unlimited
Team Seats Unlimited Unlimited Unlimited
Document storage Unlimited Unlimited Unlimited
Full metadata export in portable data formats
We believe companies own their data and should choose the tools that work best for them. LTSE Equity exports complete cap table ledgers with detailed metadata.
Support
Self-service support with Knowledge Base
Cap table health check
Product Support Limited
High-priority advanced support
Compliance
Security registration exemption tracking
Automatic error audits
Catch errors before and after they're entered in your equity source-of-truth data. Audit missing and erroneous documents.
Document audit
Rule 701 analysis
Issue equity awards without U.S. federal security registration and disclosure requirements. Stay under the SEC limit.
409A
Get a 409A valuation from our experienced team. Our providers have valued thousands of startups and defending valuations in front of Big Four auditors. One 409A is included with Boost. Extra 409As are available on-demand.
Add-on Add-on
ASC 718 stock-based compensation expense report Add-on Add-on Add-on
Equity administration
Single source of truth cap table
Certificate-free and digital certificate issuance
Equity plan management
Safe & convertible security management
Supports all popular convertible security types, including Y Combinator’s pre and post-money SAFEs.
Financial transactions
Option exercises, stock repurchases, and transfers.
Bulk security conversion
Options Issuance with integrated e-signature
Stock plan document sets
Stock class and plan amendments
Add multiple stakeholders
Modeling & analysis
Financing round modeling
Stakeholder demographics
Convertible security calculator
Equity plan vesting, exercise & balance analytics
Exit modeling with waterfall analysis
Advanced reporting
Customize reports with our team. Save time for your finance and legal staff by reducing manual work.
Audit log history
Keep track of changes to your cap table. Fulfill auditor requirements and prevent erroneous changes.
25 records 100 records Unlimited
Stakeholder relations
Self-service portal with real-time holdings
Self-service record update
Granular access and permission control

Basic

Gold

Platinum

Usage limits & data portability
Stakeholders Up to 10 Unlimited Unlimited
Securities Unlimited Unlimited Unlimited
Document Storage Unlimited Unlimited Unlimited
Exportable metadata
Equity administration
Single source of truth cap table
Certificate-free and digital certificate issuance
Equity plan management
Exportable metadata
Equity administration
Single source of truth cap table
Certificate-free and digital certificate issuance
Equity plan management
Exportable metadata

Partners

LTSE Equity partners with mission-aligned VCs, law firms, and founder organizations to access the LTSE network and help founders manage their equity.

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500 Global logo
Orrick logo
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