Cap Table Software Development

Cap table software built around how your fund actually tracks ownership, not a shared spreadsheet

Ownership, vesting, and dilution data for every portfolio company you touch is sensitive, and handing it to a third-party platform means that platform now holds the record for all of it. We build cap table software that keeps ownership modeling, vesting schedules, and scenario planning on infrastructure you control, scoped around how your fund or office actually tracks equity.

  • Ownership and cap table modeling for shares, options, SAFEs, and convertible notes

  • Vesting schedule tracking built around your actual grant terms, not a generic template

  • Scenario and waterfall modeling for dilution and exit outcomes

  • Fixed-cost delivery, scoped up front, with source code ownership

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See our work

The problem

Sound familiar?

  • Equity records for every company you touch sitting inside a third-party platform you don't control?

  • Your team rebuilding waterfall and dilution scenarios in a spreadsheet because the platform's model doesn't fit your structure?

Short answer

Cap table software tracks who owns what in a company or fund: shares, options, SAFEs, convertible notes, vesting schedules, and dilution across financing rounds. Funds, family offices, and startups use it to model ownership and plan financing scenarios; RaftLabs builds it for funds and family offices that want equity data on infrastructure they control rather than inside a third-party platform. A single-purpose cap table MVP typically runs $30,000-$70,000 over 14-18 weeks; a full platform with scenario modeling and stakeholder access runs $70,000-$130,000 over 18-22 weeks, at a fixed cost.

Key takeaways

  • Ownership data for shares, options, SAFEs, and convertible notes needs to be modeled precisely, not approximated, since every downstream calculation depends on it.
  • Vesting schedules and dilution scenarios get harder to track by hand as a fund's portfolio or a company's cap table grows, which is where most requests in this category start.
  • Funds and family offices that hold equity records for many companies increasingly want that data on infrastructure they control, not inside a third-party platform.
  • A full platform with scenario modeling and stakeholder access typically takes 18-22 weeks at a fixed, agreed cost.

Trusted by

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Nike logo
Microsoft logo
Heineken logo
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Calorgas logo
Energia Rewards logo
GE logo
Bank of America logo
T-Mobile logo
Valero logo
Techstars logo
East Ventures logo
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Cap table software delivery, by the numbers

products shipped
100+
cost delivery
Fixed
week delivery cycles
14-22

Owning your own cap table data is no longer an edge case

Carta grew into the default cap table platform for startups, and Pulley and Ledgy built strong followings by competing on price and workflow. But Carta's public data-sharing controversies and its rigid, one-size-fits-all model have pushed some funds and family offices toward a different question: why should a third party hold the ownership and vesting records for every company we touch? A custom build keeps that data in-house, modeled around how your fund actually tracks equity, not a template built for a generic startup.

Capabilities

What we build

  • 01
    Ownership and cap table modeling

    Shares, options, SAFEs, and convertible notes tracked against your actual instrument terms, so ownership percentages are calculated, not estimated.

  • 02
    Vesting schedule tracking

    Vesting modeled against real grant terms, including cliffs and acceleration clauses, so every stakeholder's current position is accurate on demand.

  • 03
    Scenario and waterfall modeling

    Dilution modeling for future financing rounds and payout-order modeling for exit scenarios, scoped to the situations your fund actually plans against.

  • 04
    Stakeholder access and reporting

    Founders, investors, and staff see equity positions and statements scoped to their role, without exposing the full cap table to everyone.

  • 05
    Audit trail and compliance documentation

    Every change to an ownership record is logged, timestamped, and attributable, so the history behind any equity position can be reconstructed.

  • 06
    Data ownership and security architecture

    Encryption at rest and in transit, role-based access controls, and infrastructure you control instead of a third party holding the record.

How we work

From ownership mapping to live software

  1. Weeks 1-2
    01

    Discovery and scope

    We map your instrument types, vesting rules, stakeholder groups, and the scenarios you need to model. You leave with a written scope and a fixed-price quote.

  2. Weeks 2-6
    02

    Data architecture and integration design

    We design the ownership data model, the vesting and dilution calculation logic, and the access-control structure. Security architecture is designed alongside the data model.

  3. Weeks 6-18
    03

    Build in two-week sprints

    You review working software at each sprint. Ownership modeling, scenario tools, and stakeholder access are built and tested incrementally.

  4. Final 3-4 weeks
    04

    Testing and rollout

    The platform runs against your real cap table data so your team can validate every calculation before stakeholders depend on it.

Why us

Why funds and family offices choose RaftLabs

  • 01
    Senior engineers build what they scope

    The engineers who map your ownership structure also build the calculation logic. No offshore handoff after the contract is signed.

  • 02
    Fixed price before development starts

    We scope the work, calculate the cost, and lock it in writing before any development starts.

  • 03
    Founded 2015, 100+ products shipped

    A track record building security-conscious financial platforms that process sensitive ownership data with encryption, access controls, and audit trails designed in from the start.

  • 04
    You own the source code

    No vendor lock-in after delivery, and no third party holding your ownership records. The codebase, and everything built into it, is yours.

Have a cap table software project?

Tell us how your fund or office tracks ownership today, and where a third-party platform stops fitting. We'll scope a fixed-cost build.

Scope your cap table software project

Related services

What clients say

What clients say about working with us

Three-year average engagement. Founders and operators describing the work in their own words. No marketing varnish.

Gil Nugraha
Gil Nugraha
Indonesia flagIndonesia
Founder at UrShipper

I definitely recommend RaftLabs, especially to solo founders like me. Their clear communication and detailed discussions have always helped me make better decisions.

01 / 06

Cap Table Software Development, scoped in one call.

Tell us what's broken. Within one business day you get a straight take on cost, timeline, and the right first step. No deck, no pressure.

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Frequently asked questions

Cap table software tracks ownership in a company or fund: shares, options, SAFEs, convertible notes, and how each changes across financing rounds. It typically includes vesting schedules, dilution modeling, and scenario planning for future rounds or exits.

Yes. We model vesting against your actual grant terms, including cliffs, acceleration clauses, and irregular schedules, rather than fitting your grants into a generic template.

Yes. Modeling dilution across future financing rounds and payout order in an exit is core to most cap table builds. We scope the specific scenarios your fund or company needs to plan against during discovery.

A single-purpose cap table MVP typically runs $30,000-$70,000 and takes 14-18 weeks. A full platform with scenario modeling, stakeholder access, and audit trails runs $70,000-$130,000 over 18-22 weeks. We scope a fixed cost after discovery.

Carta, Pulley, and Ledgy are established platforms that work well for most startups managing their own cap table. Custom software makes sense for funds or family offices that hold equity data across many portfolio companies and want full ownership of that data instead of a third party holding the record. We help assess which fit is right during discovery.

Yes. Founders, investors, fund partners, and portfolio company staff typically need different visibility into the same cap table. We scope access control around your actual stakeholder groups from the start.

Work with us

Tell us what you need. We'll tell you what it would take.

We scope Cap Table Software Development in 30 minutes. You walk away with a clear cost, timeline, and approach. No commitment required.

  • Scope and cost agreed before work starts. No surprises. No obligation.
  • Working prototype within 3 weeks of kickoff.
  • Pay by milestone. You see progress before each invoice.
  • 60-day post-launch warranty. Bug fixes, UI tweaks, and deployment support. No retainer.
  • All conversations are NDA-protected.