For Founders

Spend time building,
not chasing forms.

Seed through Series C, your cap table, ESOP, MCA filings, board cadence, and investor data room run on one platform that knows the Companies Act 2013 the way your lead investor knows their fund thesis.

What we hear

Six things that eat your week.

Your cap table lives in three places

An Excel from your last round, a Google Sheet your CFO updates, and a screenshot in your investor's deck. Kapitalyze is the single ledger — share classes, conversion math, anti-dilution, and SHA-aware waterfall all in one place.

Show me how

MCA filing anxiety, every quarter

PAS-3 within 30 days of allotment. MGT-14 within 30 days of a special resolution. DIR-12 on every director change. Kapitalyze tracks the clock, drafts the forms, and your CS files them — no missed windows, no Section 450 penalties.

Term sheets read like a foreign language

Full ratchet vs. broad-based weighted average. Pro-rata rights. Drag-along thresholds. Oris AI decodes every clause against Indian precedent and shows you the dilution impact before you sign.

ESOP grants without the spreadsheet panic

Pool sizing, cliff and vesting schedules, fair market value under Rule 11UA, perquisite tax at exercise. Every grant is logged, every vesting event is calendared, and every exercise produces the right Form 5921 trail.

Dilution math that surprises you in the room

Model a ₹40 Cr Series A at a ₹160 Cr pre with a 10% ESOP top-up before the round. See your post-money founder stake, the SAFE conversions, and the option pool effect — live, on screen, in front of the lead.

Investor updates eat your Sundays

MIS deck, cap table snapshot, KPI dashboard, hiring update — every month, for every investor. Kapitalyze publishes a versioned investor update with audit logs of who opened what and when.

Workflows

The five rituals of
a well-run cap table.

01

Cap table maintenance

Issue equity, preference, and CCPS classes with full conversion-formula support. Record share transfers with stamp-duty calculation per the Indian Stamp Act. Generate share certificates SH-1 ready, and keep Register of Members (MGT-1) auto-current — no parallel spreadsheet, no reconciliation rituals before board day.

02

ESOP pool sizing and grant lifecycle

Size the pool against expected hiring two rounds out. Issue grants with cliff, vesting cadence, and acceleration triggers spelled out. Run Rule 11UA FMV at every grant. When an employee exercises, the platform routes the perquisite tax computation to payroll and updates the cap table in the same transaction.

03

Board meeting cadence (SS-1 compliant)

Notice 7 clear days before the meeting. Agenda assembled from open items. Minutes drafted from the recording and circulated within 15 days. MGT-14 windows for board resolutions tracked to the day. Quorum, leave of absence, and circular resolutions — all logged the way the Companies Act expects.

04

Fundraise data room

One room. Granular access — partner gets full, associate gets diligence-folder-only. Watermarked downloads. Versioned cap tables, signed SHAs, audited financials, ESOP pool, KPI cohorts. Activity log shows you who's reading what — so you know which fund is actually interested.

05

AGM lifecycle

Notice 21 clear days. AOC-4 within 30 days of AGM. MGT-7 within 60 days. Auditor reappointment, director rotation, dividend declaration — all driven from a single AGM workflow that knows the Section 96 requirements cold.

A clean cap table isn't something you fix before a round. It's something you maintain between rounds, so diligence becomes a download, not a project.

Questions founders ask

Straight answers.

Will my data move to Carta?+

No. Kapitalyze is the canonical record. We import from Carta, Excel, Eqvista, or PDF SHAs — and once you're on Kapitalyze, your cap table, ESOP, and statutory registers live here. If you ever want to export, you can pull a full data dump in CSV plus signed PDFs of every certificate at any time.

What about my existing Excel cap table?+

Upload it. We map columns to share classes, holders, and rounds — and flag inconsistencies (rounding mismatches, conversion errors, missing CCPS conversion ratios) before we commit. Most seed-to-Series-B cap tables migrate in under a day.

Can my CS still file my forms?+

Yes. Kapitalyze drafts the form, populates it from your cap table and board records, and hands it to your CS for V3 portal submission with their DSC. Your CS keeps the relationship and the filing fee; you stop emailing them PDFs at midnight.

Do you support SAFE notes and convertible debentures?+

Fully. SAFEs, CCDs, OCDs, iSAFEs — each instrument has its own conversion logic (valuation cap, discount, MFN, qualified financing definition). Run a priced round and the platform converts them in the right order against the new pre-money.

How does pricing work for early-stage?+

Company OS starts at ₹2,999/month. DPIIT-recognised startups in their first three years get a 50% discount. Talk to us if you're pre-revenue and pre-seed — we have a path.

Is my data secure during a fundraise?+

AES-256 at rest, TLS 1.3 in flight, DPDP Act 2023 aligned. Data room access is granular per user, watermarked, and every view is logged. You can revoke access in one click when the round closes.

Your next round
starts with a clean cap table.

Migrate from Excel or Carta in a day. Get DPIIT discount if you qualify. Start free, no card.