Capmatter for larger companies
One register for many holders, several plans and the people who keep the books. If you want help, the Capmatter team will move your records in and set the workspace up with you.
Tell us your structure and we’ll come back with a scope. No obligation.
The equity record is usually the last thing anyone owns
It starts in a spreadsheet a founder made, gets amended by a company secretary who has the filings but not the model, and is reconciled properly for the first time during diligence - under time pressure, in front of an investor.
By then the questions are expensive. Which grants actually vested. Whether the pool was topped up before or after the round. Why the register and the board minutes disagree. An enterprise engagement does that reconciliation before it is urgent, and then keeps it from drifting again.
What the platform does today
Everything below is live in the product. Nothing here is on a roadmap.
A single equity record: shareholders, share classes, transfers and issuances, held in an append-only ledger that can be reconstructed at any date.
Model a round, execute it against the ledger, and keep the historical record of every round the company has closed.
Pool management, grants, vesting schedules, cliffs, exercises and lapses - computed from the same ledger as the cap table, not a parallel spreadsheet.
Dilution simulation, valuation modelling and multi-round scenarios, saved and compared in a dedicated workspace rather than re-derived each time.
Statutory obligations derived from your company records, with status tracking. Built around Indian company law rather than retrofitted onto it.
Generated cap-table and equity documents, a versioned registry of what was issued when, and tokened read-only due-diligence rooms that are watermarked and access-logged.
Bring existing records in from spreadsheets or a prior platform, with column mapping, row-level validation, duplicate detection and a reviewable preview before anything commits.
Workspace roles with per-permission grants, invitations, and an audit trail of every change - so finance, founders and your company secretary can share one record.
Buybacks, ESOP surrenders, tender offers and secondaries run end-to-end: offers, consents, approvals and settlement posted to the ledger.
Every grantee and holder sees only their own equity, accepts grant letters and requests exercises - scoped by verified email.
An FMV register that drives perquisite TDS (with s.192(1C) deferral) and Ind AS 102 graded-vesting expense.
Meetings, resolutions, insider-trading controls and the statutory registers - MGT-1, SH-6, allotments, transfers - maintained from the ledger.
A read-only assistant over your own records, with redaction enforced at the boundary - it answers from your data without exporting it.
Row-level isolation per company, an immutable audit trail on equity movements, and optional maker-checker approval on every plan, action and program.
Help from the Capmatter team
Optional. During the current pilot there is no fee. Places are limited, and pricing after the pilot is under review.
Up to two remote working sessions per company, of up to 90 minutes each. You share your screen, and we help map your existing cap table, holders, grants and share history into Capmatter and check them against your filings: PAS-3s, SH-4s, the register of members, grant letters. You get a note of every difference we see; your team decides what is right and runs the import.
One remote session per company, of up to 60 minutes, to set up roles and permissions, two-person approval, portal access for employees and investors, and the reports your team needs, followed by a short note of what was set up and what is left.
Three parts, one record
They share an identity and a company record, so work does not have to be re-keyed between them.
Cap table, securities, ESOP, liquidity, fundraising, valuations, governance, compliance and reports - all derived from one append-only ledger.
Grantees and holders see their own grants and shares, accept grant letters, request exercises and print statements.
LP commitments, capital calls, distributions and portfolio marks with DPI and TVPI, kept by the fund itself. Capmatter does not act as a fund administrator.
A concrete example: an employee’s exercise request from the portal is approved in the workspace, issues shares on the ledger, and appears in the SH-6 register, the perquisite-tax workings and the cap table at once - rather than being typed into four places and reconciled later.
Before you get in touch
It starts with a call about your entity structure, where your records live today, and what is coming up - a round, an audit, an ESOP refresh. If you want our help, it is offered without a fee during the current pilot, within the scope described below. Requests we accept during the pilot are completed on those terms; pricing after the pilot is under review. Most of the effort is usually reconciling your records against your filings.
Not today. Online exercise payments through your company’s own Razorpay account work, and so do spreadsheet import, generated documents, read-only data rooms and exports. No HRIS, payroll, e-signature, accounting or single sign-on connector is built. You can tell us which ones you need from inside the app; that is recorded, but it is not an order and has no date.
Yes. Import, workspace roles and every module are self-serve. Help from the Capmatter team is optional, and covers records migration and workspace set-up only.
No. Valuation reports for tax or FEMA must come from a registered valuer or merchant banker, and trusteeship and secretarial filings need the relevant professionals. Capmatter is software: you record your advisers’ work in it, and it keeps the register those reports and filings rely on.
Because the help is not the same for any two organizations. Tell us your structure and you get a written scope and fee before anything starts. The software itself is priced on the pricing page.
Get in touch through the contact form with your entity count, roughly how many holders, where your records live today, and what is coming up. That is enough for us to come back with a real scope.
Nothing beyond a Capmatter login with the email your company used on their grant or share record. They never need a company workspace or a paid plan to see their own equity.
Security and data-handling detail is on the security page.
Tell us how your organization is structured
Entity count, roughly how many holders, where the records live today, and what is coming up. That is enough for us to come back with a real scope.