FAQ

Yes, you can try us for free for 30 days. If you want, we’ll provide you with a free, personalized 30-minute onboarding call to get you up and running as soon as possible.

Captrii is entrusted with storing your data safely and securely We use techniques to make your data very secure but we know that nothing is 100% safe.

To ensure you have all your data we provide apis a way to access and import your data into another application such as spreadsheet We also use industry protocols to ensure communication between your device and the server are configued so communicate in a controlled and safe way.

We use encryption as far as we can and store as little identifiable personal private information as possible.

It is important to carry out due diligence on any company and its products to ensure there is a compatible fit We have configured the app so if we are no longer able to operate the business the code which is stored on a GitHub repository will be opened as a open source.

You can also ask for full backups on a regular basis

Captrii is an equity management platform designed to help companies investors and stakeholders manage their cap tables valuations and equity plans It provides a centralized place to issue track and report on equity ownership streamlining corporate governance and compliance.

Captrii is designed for startups private companies venture capital firms and law firms It serves founders CFOs legal teams and board members who need to manage equity cap tables and shareholder data efficiently

A cap table capitalization table is a record of all the equity ownership including shares options convertible notes and other securities issued by the company Its essential for tracking ownership percentages and is vital during fundraising issuing stock and making decisions regarding equity dilution

Captrii prioritizes security and confidentiality by using industry standard encryption for data at rest and in transit. Access control features and regular security audits ensure that your sensitive information remains protected

Yes Captrii automates many compliance and reporting tasks including generating required forms eg 409A valuations and tracking employee stock options. This helps ensure that you remain compliant with tax laws regulations and investor obligations

Captrii makes it easy to issue and manage employee equity plans such as stock options and restricted stock units.

Employees can log in to view their equity grants track vesting schedules and understand the value of their ownership

Yes Captrii offers integrations with various accounting HR and financial tools.
These integrations allow seamless data flow between systems ensuring that your financial and equity records stay consistent and uptodate.

Onboarding with Captrii is simple.

After signing up you can upload your existing cap table data or work with our customer support team to migrate the data for you.

Once set up you can manage and maintain your cap table in realtime.

Captrii supports tracking for common and preferred stock, convertible notes, SAFEs, Futures, Equity stock options, Warrants and other equity instruments.

It provides flexible features to adapt to various funding rounds and corporate structures.

Yes Captrii supports global equity management including different currencies and country specific regulatory requirements.

It also assists with other legal compliance forms for companies based in various regions

Captrii simplifies the fundraising process by providing a detailed overview of your cap table allowing you to simulate financing rounds and their impact on equity ownership.

You can issue new shares track dilution and generate reports for investors easily.

Yes, Captrii makes it easy to manage investor relations by providing secure access to cap table data and reports Investors can view their ownership percentages vesting schedules and other relevant details streamlining communication and transparency.

Captrii enables employees to exercise their stock options through a user-friendly interface It tracks exercise dates tax implications and generates the necessary forms for a smooth transaction.

It also provides notifications for employees nearing their vesting or expiration dates.

During an acquisition or IPO Captrii helps you manage complex equity transactions including share conversions option cashouts and regulatory filings.

The platform provides the necessary tools to handle these largescale events while keeping your cap table updated in realtime.

Yes Captrii is audit-ready. It offers a comprehensive audit trail that tracks every action taken within the system including equity issuance transfers and option grants.

This ensures that your data is accurate and can be easily reviewed during audits

Absolutely Captrii is designed to scale with your business from the early startup stage to growth and beyond Earlystage startups can manage equity issuance cap table updates and employee stock plans with minimal complexity while benefiting from the platforms robust features as they grow.

Captrii is continually evolving with regular updates based on user feedback industry trends and regulatory changes New features are released to improve functionality enhance user experience and ensure that the platform meets the latest compliance standards.

Yes Captrii helps streamline board and shareholder approvals by providing digital tools for voting issuing resolutions and tracking approvals.

This reduces administrative burden and ensures legal compliance during important corporate decisions.

Captrii offers comprehensive customer support including email chat and phone support.

Additionally users can access a library of online resources such as FAQs guides and tutorials.

For more complex issues Captrii's team is available to provide personalised assistance during onboarding or significant corporate events.