Equity Vantage - Cap Table Management
An enterprise platform that replaces spreadsheet-based equity management with real-time cap tables, automated compliance tracking, and comprehensive reporting
Objectives
- Streamline multi-company equity management from single dashboard
- Automate compliance tracking with intelligent alerts and deadlines
- Enhance transparency with real-time reporting and analytics
- Reduce administrative burden through automated workflows
The Challenge
- Complex multi-entity architecture with distinct structures and compliance needs
- Real-time data synchronization across transactions and corporate actions
- Multi-stakeholder user experience balancing functionality with intuitive navigation
- Enterprise security requirements for sensitive financial data and audit trails
Results
- 40% reduction in administrative time through automated workflows
- Zero missed compliance deadlines with proactive alerts and tracking
- 70% faster due diligence preparation for funding rounds
- 90% user adoption rate within first month of implementation