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Set up your initial shares and record historical rounds without the need of a formal valuation.
Use it as single source-of-truth for your internal and external stakeholders.
Model different scenarios and see how it impacts your cap table.
Loans & Notes
Track all company loans and convertibles, and seamlessly integrate convertibles into your cap table.
Connect our API and track revenue, costs, and P&L together with budgeting and forecasting.
Easily track your company KPIs on a monthly or quarterly basis.
Integrate options with your cap table and deliver transparency to employee shareholders.
Empower your employees by giving them access to their own participation dashboard.
Store safely and secure all related equity and legal documents.
“ We chose to work with WE.VESTR because they make things easy and save us loads of time. With WE.VESTR, we’re able to provide our shareholders with real-time information on our company progress and financials. ”
“ WE.VESTR provides a clear dashboard overview of our company's cap table and other key metrics, making everything easy to manage and share with external shareholders. It's a no brainer for our company. ”
“ WE.VESTR is a brilliant way to manage your equity matters. WE.VESTR gives shareholders the tools and insights they need at all times, and also keeps our employees engaged via the ESOP feature. ”
*Prices shown include a discount on our standard pricing plans displayed on website, excluding VAT and based on monthly pricing.
Discount is applicable on verification of membership to Upmarqt.