Great Cap Table Management Tool
October 30, 2017
Great Cap Table Management Tool
Score 9 out of 10
Vetted Review
Verified User
Software Version
Capshare (legacy)
Overall Satisfaction with Shareworks, by Morgan Stanley
We used Capshare to manage our company's cap table. It addressed a lot of issues we had with version control of previous cap tables managed in spreadsheets. It also allowed us to have one centralized location to review and maintain records and was very easy to access, use, and update.
- Easy to use interface, very intuitive
- Great customer service
- Waterfall analysis
- No need to worry about formulas not calculating properly
- At the time, couldn't calculate a formula based on milestone vesting
- Had some small hiccups with calculating stock option compensation expense, but Capshare was able to solve over time.
- Time saver for small finance team or individual
- Being able to send electronic stock certificates to shareholders