Plans For Every Stage of Your Company
Enjoy Premium Features Free for 14 days. Transparent, No Hidden Fees. No Credit Card required.
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
Compare features
Try our growth plan features for free for 14 days.
Startup Plans
Growth Plans
Equity management
Cap table
Electronic securities
Stockholder management
Multi-round financing simulations
Advanced scenario modeling
Full audit trail
Investor Management
Investor portal
Shareholder portal
Shareholder resolutions
409a valuations
KPI tracking
Security and Support
Dedicated customer support
Priority support
Automated compliance reporting
Why Capfolio offers more value for the price
Our plans are clear and easy to understand, while costs are transparent and predictable. You can upgrade or downgrade at any time.
Pricing that scales with your team
Invite as many stakeholders as you want, without worrying about per-user fees or escalating costs. Our flat-rate plans make it easy to budget for your cap table management needs.
Integrated Portal for your investors and stockholders
With our user-friendly investor portal, Investors and stockholders can access real-time cap table information, receive updates, and track their holdings, all in one secure location.
Advanced features included
From detailed equity analytics and scenario modeling to automatic cap table updates and 409a valuations, we've packed our plans with powerful features to support your equity management needs.
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.
