EZDocs Captable
Free 14-day trial · No credit card
Your cap table, done right.
In minutes, not weeks.
EZDocs is cap table software that keeps your shares, SAFEs, convertible notes and option plans in one accurate ledger. Model your next round, see exactly who gets what at exit, and share it with your board and investors.
< 1 min
from email to your cap table
Unlimited
teammates, investors and advisors
YC-accurate
post-money SAFE conversions
Open Cap Format
plus Excel, PDF and CSV exports
Everything in one ledger
Stop reconciling spreadsheets before every board meeting
One source of truth for who owns what: cap table management built by people who've read the SAFE and NVCA documents so you don't have to.
Round modeling
Know your dilution before you sign the term sheet
Enter a valuation and the new money. Round modeling in EZDocs converts every SAFE and convertible note at the right price, tops up the option pool, and shows the pro forma cap table, live, as you type.
- ✓ Pre- and post-money SAFEs, caps, discounts and MFN
- ✓ Convertible notes with accrued interest
- ✓ Option pool top-ups in the pre- or post-money
- ✓ Save scenarios, compare them side by side, export to PDF or Excel
Exit waterfall
See exactly who gets paid, at any exit price
Liquidation preferences, participation and caps, unconverted SAFEs, unvested options and acceleration: the exit waterfall works through all of it so founders and employees understand what their equity is really worth.
Cap table
A cap table your lawyers and investors will trust
Equity management for common and preferred classes, option plans, RSUs, warrants, SARs and phantom stock, with vesting schedules, cliffs and acceleration. View it by stakeholder or by class, as of any date, and every change lands in the audit log.
Reads your signed documents
Upload a signed SAFE or note and EZDocs pulls out the amount, cap, discount and dates for you to check before anything touches the ledger, so SAFE and note tracking starts from what was actually signed.
Never miss a renewal
Business licenses and contracts are read for expiry, renewal and notice dates, and your team is reminded 60, 30, 14 and 7 days ahead.
Invite your whole team, free
Admins, managers and view-only seats for co-founders, counsel, your CFO and investors. You never pay per user.
409A and share value tracking
Record each 409A valuation and every holder sees what their shares and options are worth today, and what they'd be worth after the round.
Board-ready exports, in your brand
Add your logo and colours once. PDF and Excel exports and investor invitations go out looking like they came from you.
Works on your phone
Check ownership on the way into a meeting. Every page is designed for small screens, not just squeezed onto them.
Board consents and minutes
See which grants and issuances still need board approval, download a draft written consent, and record who approved it. Signed consents and board minutes are filed with the company's documents.
A data room for diligence
Share chosen documents and folders through an expiring, read-only link, with an optional email gate, view-only mode and an access log of who opened what.
Share a round, not your logins
Send investors a read-only link to a round scenario's results, with holder names hidden if you prefer. Links expire, and you can revoke them at any time.
How it works
Up and running before your coffee cools
-
1
Enter your email
No password to invent and no form to fill in. We email you a one-time sign-in link.
-
2
Create or import your company
Start with sensible defaults, add founders and your option pool in a few clicks, and upload signed SAFEs for EZDocs to read.
-
3
Model, share and export
Try out your next round, invite your team and investors, and export board-ready PDFs and spreadsheets.
Captable pricing
Simple pricing. Unlimited users.
Try every feature free for 14 days. Pay per account, never per seat. Every plan has every feature: pick by how many stakeholders your companies have.
Prices in USD. Cancel any time from the app. Your data stays exportable, always.
Security
Your ownership data, locked down
Cap tables are sensitive. We treat them that way.
- Hosted on AWS
- Encrypted in transit with TLS 1.2+ and at rest, with point-in-time backups of the ledger.
- No passwords to steal
- Sign-in uses single-use email links that expire in 15 minutes.
- Role-based access
- Admins, managers and view-only members. Documents are visible only to the people who manage the cap table.
- Full audit log
- Every change records who made it and when, so you can answer diligence questions in seconds.
- Your data is yours
- Export everything at any time to Excel, CSV, PDF or Open Cap Format, or take a full backup.
- Tenant isolation
- Every request is checked against your membership of that company, and documents are served through short-lived signed links.
Questions, answered
Do I need a credit card to try it?
No. Enter your email and you're in, with every feature, for the whole free trial. You only add a card if you decide to keep going.
How much does it cost for my whole team?
The same as for just you. Billing is per account, and the people you invite (co-founders, lawyers, accountants, investors) are always free.
Which plan do I need, Pro or Growth?
It depends on the size of your cap table. Pro covers up to 100 stakeholders per company (founders, employees, advisors and investors all count). Growth has no limit. Everything else is the same. There's no limit during the free trial, a company that reaches 100 on Pro keeps working (only adding stakeholders needs Growth), and you can switch plans at any time in the app, with the difference prorated.
Can I move my cap table from a spreadsheet?
Yes. Most teams enter their holders in a few minutes, and signed SAFEs and notes can be uploaded so their amounts, caps, discounts and dates are filled in for you to check. Every company also gets a full backup and restore.
Is the round math really accurate?
Conversions follow the YC post-money SAFE and standard pre-money SAFE and note terms, using exact decimal arithmetic (no floating-point rounding surprises). Every number in a scenario can be exported with a cover sheet explaining how it was calculated.
Is EZDocs an alternative to Carta or Pulley?
Yes. EZDocs is built for startups that want accurate cap table management without a sales process: you sign up with your email, every plan has every feature, and you pay per account, never per user. It covers the cap table, SAFE and convertible note tracking, 409A records, round modeling, exit waterfalls, board consents and data rooms. Moving from another tool? Enter your holders, upload your signed documents, and export everything again whenever you like.
I manage several companies. Is that supported?
Yes. Your plan includes several companies, and you can add more at any time. Switching between them is one click, which makes EZDocs a good fit for studios, accelerators and fractional CFOs.
What happens to my data if I cancel?
Your companies become read-only, and you can still view and export everything. Pick a plan again whenever you like and carry on where you left off.
Get your cap table in order today
Free 14-day trial. Set up in minutes. Bring your whole team.
Already have an account? Log in