Streamline
your equity management with Capfolio
your equity management with Capfolio Capfolio (formerly CorOpera) makes it easy and affordable for you to issue stock and keep investors engaged.
Trusted by
Save Time,
Minimize Hassle with Capfolio
Minimize Hassle with Capfolio Managing a company's equity can be a challenging and time-consuming task, especially as the company grows and attracts new investors
Get StartedRaising funds for your startup?
Boost your funding prospects with a spotless cap table. Present a clear equity distribution to potential investors.
Need to issue and transfer shares efficiently?
No more drowning in paperwork or worrying about mistakes. Instant issuance and transfers at the click of a button.
Need a Unified Solution for Investor Communication and Equity Management?
Capfolio unifies your fundraising, investor relations, and KPI tracking into one seamless platform. Model different fundraising scenarios, connect with investors, and keep a keen eye on your KPIs without the need to switch between tools.
Investors, are you tired of Navigating Complex Cap Tables?
Capfolio simplifies complex cap tables, providing a clear and straightforward view of your startups, so you can track your portfolio with ease.
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Struggling with Inefficient Communication from invested Startups?
With Capfolio, communication is seamless and transparent. Get updates on KPIS from your invested startups, enabling faster and better-informed decisions.
Get StartedConcerned about Compliance and Accuracy?
Capfolio enables compliance and maintains accurate records, providing the peace of mind that your portfolio is being managed correctly.
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Strategies to optimize your Cap table for growth
Comprehensive Cap Table Management
Capfolio provides a thorough cap table management solution. It allows for easy, accurate, and efficient tracking of company ownership, stock dilutions, and equity transfers. With Capfolio, your cap table is always up-to-date and accessible.
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Pricing Plan
Choose a plan that work best for you and your team to boost! the revenue stream
Startup
Basic equity management for early-stage startups
$19 USD
/ month
Get StartedAll you need to get started:
Cap table management
Electronic securities & exercising
Share Certificate
Priority onboarding
Growth
Equity management plus advanced planning and compliance features
$99 USD
/ month
Get StartedAll Free features, plus:
Cap table management
Electronic securities & exercising
Share Certificate
Scenario modeling (SAFEs & notes)
Compliance assistance
Board approvals
Custom reports
Frequently Asked Questions
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What is Capfolio and how can it help me?
Capfolio is a comprehensive equity management and investor communication platform designed for startups. It enables you to manage your cap table, issue and transfer shares efficiently, simulate fundraising scenarios, track your key performance indicators, and maintain open lines of communication with your investors. By automating and simplifying these complex processes, Capfolio helps you save valuable time and reduce administrative burdens.
How secure is my data with Capfolio?
Your data's security is our highest priority. Capfolio implements top-tier security measures, including encryption in transit and at rest, to ensure your data is always protected. We conduct regular security audits to identify and resolve potential vulnerabilities promptly, keeping your data as safe as possible. We also follow industry best practices to maintain a high level of data security and privacy.
Can I try Capfolio before committing to a plan?
Yes, we offer a 30-day free trial of our premium features to new users. This allows you to test drive Capfolio's capabilities and see how it can help streamline your startup's equity management and investor communication processes. We also offer a free plan with limited features.
How easy is it to get started with Capfolio?
Getting started with Capfolio is straightforward. After signing up, you can easily import your existing cap table or create a new one. Our user-friendly interface and step-by-step guides make the process seamless. Plus, our support team is always ready to assist if you need any help.
