CAP TABLE MANAGEMENT
Manage cap tables
effortlessly
Trusted by 600+
customers worldwide
Simplified and customized
cap table management
Auto-generated entries
Ensure automated and error-free workflows by automatically generating entries in your cap table, such as investor positions, as they fulfill commitments and enter a deal.
Support for all entity structures, no matter how complex
Tailor your cap table according to each unique entity structure with ease. Our versatile cap table infrastructure can support all types of entities, including TICs, debt classes, funds of funds, and other complex structures.
Instant access to all investor cap table data
Gain immediate access to comprehensive information on your investor cap table, including detailed investment positions. View a complete list of all your investors, their investment amounts, investor classes, ownership percentages, total distributions, equity balances, and more, all in one place.
Seamless tracking of all investor transactions
Effortlessly monitor all investor ownership ledgers and related transactions directly within the cap table, ensuring a complete and accurate overview of your investors' positions.
Real people, real results
We needed a solution that could handle our individual projects and investor groups. Agora proved to be the perfect partner, saving us time and effort across all operations."
Nicole Warwood, CFO
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Agora allows us to offer new investment opportunities and handle all our distributions seamlessly.
VP Investor Relations
What I value most about Agora's platform is its ability to seamlessly function as both a capital-raising tool and a CRM, allowing us to efficiently manage our investors.
Vice President
Agora's platform elevates our brand image among investors.
Investor Relations
4.8
What is cap table management and why is it important?
Cap table management involves maintaining a detailed record of a company’s securities, including equity ownership, convertible securities, and investor positions. It is crucial for accurately tracking ownership stakes, managing investor relations, and ensuring compliance with regulatory requirements. Proper cap table management helps in decision-making, raising capital, and providing transparency to stakeholders.
How does automated cap table management improve efficiency?
Automated cap table management improves efficiency by:
- Eliminating manual errors: Automating data entry and updates reduces the risk of human error.
- Streamlining processes: Simplifies the tracking of investor positions and transactions.
- Real-time updates: Provides instant updates and accurate records, saving time and reducing administrative workload.
Read more about how Agora can help streamline your real estate investment management operations here.
What customization options are available in Agora's cap table management?
Agora’s cap table management offers extensive customization options:
- Tailored to entity structures: Agora’s cap table management supports all types of entities, including TICs, debt classes, funds of funds, and other complex structures.
- Flexible configuration: Customize the cap table to fit your specific organizational chart and investment structures.
- Personalized views: Create and manage personalized views of your cap table to meet unique business needs.
How does Agora ensure the security of cap table data?
Agora ensures the security of cap table data through:
- Bank-level encryption.
- Access controls
- Compliance standards
Read more about Agora’s security and privacy measures here.
How can Agora's cap table management solve issues with tracking multiple investor transactions?
Agora’s cap table management solves issues with tracking multiple investor transactions by:
- Comprehensive monitoring: Agora’s cap table management allows seamless tracking of all investor ownership ledgers and related transactions.
- Real-time updates: Agora provides immediate access to updated investment positions and transaction records.
- Detailed insights: Agora offers a complete overview of investor classes, ownership percentages, distributions, and equity balances in one place, ensuring accuracy and transparency.