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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.

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