EQUITY MADE SIMPLE

Keep Equity Clear

Track cap tables, share options, and investor records in one place. Cap Desk cuts spreadsheet errors and keeps your team ready for the next round.

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Connected stack

Vertex Forge

01

Keep cap tables, share options, vesting, and investor records in one clean view.

02

Track cap tables, options, share issues, and investor records without messy spreadsheets.

03

See every issue, transfer, and holding in one live table.

04

Keep shareholder records neat in one source of truth.

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Vertex Forge

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Orion Labs

Hospital supply still life with stainless trays, amber bottles, gauze rolls and a metal caddy.

Summit Health

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Harbour Seed

Half-open leather register binder with brass weights, tabs, and clips on graphite.

Cap Table Tracking

Brushed-metal investor register with frosted dividers, brass tabs and sealing wax.

Investor Register

PRODUCT

All equity records in one place

Show funding impact before you send the round deck.

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Dilution Reports

Show funding impact before you send the round deck.

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Fundraise Records

Share clean tables and reports with investors in one link.

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For Founders

See who owns what and share updates fast before each raise.

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01

For Finance Teams

Keep grants, holders, and reports in one system, not sheets.

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02

For Legal Counsel

Check share records, vesting, and approvals in less time.

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03

1 source

for equity data

WHO IT HELPS

Built for founders and finance

to add a grant

01

Dilution Reports

Show funding impact before you send the round deck.

02

Fundraise Records

Share clean tables and reports with investors in one link.

03

For Founders

See who owns what and share updates fast before each raise.

04

For Finance Teams

Keep grants, holders, and reports in one system, not sheets.

Use case 01

5 mins

to add a grant

Use case 02

0 sheets

left in the process

Use case 03

100%

edit trail on file

free forever

Free

Single-company cap table 25 shareholder records Basic option grants CSV import and export Email support

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free forever

Free

Single-company cap table 25 shareholder records Basic option grants CSV import and export Email support

per company / mo

Pro

Up to five legal entities Unlimited share option plans Vesting cliffs and milestones Raise dilution reports Investor and shareholder registers Team access controls

annual contract

Enterprise

Group cap table setup Custom approval steps API data sync Role-based permissions Spreadsheet migration help Priority onboarding

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Finance Director @ Northwind Bio

Cap Desk cut our month-end work from hours to minutes.

Maya Patel

PRICING

Plans that match your stage

Daniel Reed

Founder @ Vertex Forge

We stopped arguing over spreadsheet versions.

Custom

Daniel Reed

Tier 02Popular

Slack

Custom

Keep cap tables, share options, vesting, and investor records in one clean view.

Tier 03

Jira

Custom

Keep cap tables, share options, vesting, and investor records in one clean view.

Proof

What customers say

Verified

“We moved from spreadsheets in a day and stopped chasing version conflicts.”

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Maya Patel

Finance Director @ Northwind Bio

Verified

“Cap Desk made our option plan checks fast enough for weekly board prep.”

D

Daniel Reed

Founder @ Vertex Forge

Verified

“Our investor list is clean now, and our finance team trusts every report.”

H

Hannah Cole

Chief of Staff @ Orion Labs

Integrations

Integrations

Add integrations

The Map

The Map

Questions

Questions answered

Quick answers before visitors choose a product, service, or next step.

01Can I import a cap table?+

Yes. Import holders, shares, and grants from CSV, then map the columns to fit your current records.

02Do you track vesting?+

Yes. Add cliffs, monthly vesting, and end dates for each grant, then see what is due at a glance.

03Can finance teams use it?+

Yes. Keep registers, dilution reports, and board exports in one place for the people who need them.

04Is it fit for UK startups?+

Yes. Cap Desk is built for UK founders and finance teams who need clean records as they raise.

05Do you store investor data?+

Yes. Keep investor and shareholder details in one system, with clear records for each company.

06Can I start free?+

Yes. Use the free plan to set up one company, then upgrade when your team needs more control.

Product notes

Get short email updates on product changes, equity tips, and new reports for startup teams.