Everything your organization needs

From equity issuance to board governance, document signing to treasury management and compliance tracking. One integrated system — no more juggling Carta, DocuSign, board portals, and spreadsheets.

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Equity Management

Your cap table, fully managed

Issue shares across multiple classes, manage your cap table, handle vesting schedules, and track cost basis automatically. Every transaction maintains a complete audit trail with lot-level accounting.

  • Multi-class equity issuance (Common, Preferred, SAFEs, Convertible Notes)
  • Automated vesting schedules with cliff and acceleration
  • Lot-based cost basis tracking for tax compliance
  • Complete ownership history and audit trail
  • Transfer restrictions and compliance rules
  • Real-time cap table with dilution modeling

Governance

Board resolutions, member votes, and proposal workflows

Run your organization's decision-making process digitally. CapSign adapts governance terminology and workflows to your entity type — board resolutions for corporations, member votes for LLCs, trustee decisions for trusts.

  • Entity-aware terminology (board/members/trustees/council)
  • Configurable proposal types and voting thresholds
  • Quorum tracking and voting period management
  • Automated execution of approved actions
  • AI agent support — agents propose, governance approves
  • Complete vote history and decision audit trail

Treasury

Full visibility into organizational funds

Track balances, deploy capital, and manage organizational funds with built-in approval workflows. Treasury actions can require governance approval, giving you complete control over how funds are used.

  • Real-time balance tracking across accounts
  • Governance-gated treasury actions
  • Capital deployment and yield generation
  • Multi-signature approval workflows
  • Transaction history and reporting
  • Budget tracking and allocation

Documents

Create, sign, and verify — all in one place

A complete document management system with digital signatures, template library, and verification. From subscription agreements to corporate resolutions, every document is cryptographically signed and permanently stored.

  • Template library (subscription agreements, SAFEs, resolutions, operating agreements)
  • Digital signatures with identity verification
  • Document versioning and audit trail
  • Automated document generation from templates
  • Bulk signing workflows
  • Permanent, tamper-proof storage

Compliance

Built in, not bolted on

Investor verification, transfer restrictions, and regulatory requirements are enforced automatically. From KYC/AML checks to accreditation verification to annual filing reminders — compliance happens by default, not as an afterthought.

  • KYC/AML and accreditation verification
  • Transfer restrictions and holding period enforcement
  • Jurisdiction-aware investor limits (blue sky compliance)
  • Complete audit trail for every action
  • Regulatory filing tracking (BOIR, annual reports — coming soon)
  • Automatic compliance checks on all transactions

Fundraising

Startups, Funds, Real Estate

Compliant capital raises, end to end

Launch and manage capital raises with built-in investor verification, subscription agreements, and automated securities issuance. Support for Reg D, Reg S, Reg A+, and Reg CF offerings.

  • Investor accreditation verification
  • Automated subscription agreement generation
  • Reg D (506b, 506c), Reg S, Reg A+, Reg CF support
  • Investor limits and blue sky compliance
  • Automated securities issuance on close
  • Investor relations and communications

Lending

Lenders, Family Offices

Loan origination to payoff

Originate loans, generate promissory notes, collect digital signatures, and manage servicing through the full lifecycle — from application through payoff.

  • Loan application and origination
  • Automated promissory note generation
  • Digital signature collection
  • Payment scheduling and tracking
  • Servicing and collections workflows
  • Portfolio reporting and analytics

Fund Administration

PE, VC, SPVs, Syndicates

Purpose-built for investment vehicles

Calculate NAV, manage capital calls and distributions, and generate investor reports. Built specifically for PE funds, VC funds, SPVs, and syndicates.

  • NAV calculation and tracking
  • Capital call generation and collection
  • Distribution waterfall modeling
  • Investor reporting and K-1 preparation
  • Fee calculation (management + carry)
  • Multi-fund and multi-vintage support

See it in action

Try the full platform with a demo account, or schedule a walkthrough with our team.

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