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Free Cap Table Management with J.P. Morgan Workplace Solutions

Cap Table Management with J.P. Morgan Workplace Solutions is now free. No fees — same level of service and support. We want to be with you every step of the way. Getting your cap table right and with a partner you trust, make everything easier as your needs evolve. We're one platform from the early days through IPO.

We help you to simplify:

Cap Table Management

- Effortlessly manage your equity from inception to IPO

- Easy user interface that enable you to:

  • Track your investors
  • Manage your stock option plans
  • Understand the impact of Convertible Loan Notes or SAFEs
  • Model future funding rounds

Stock Plan Management

- Manage plans, grants and stock issuances

- Automate workflows when granting awards

- Create vesting schedules and termination rules

Round Modeling

- Run multiple investment scenarios simultaneously

- Bring transparency to the conversion of Convertible Loan Notes or SAFEs

- Model an option pool top-up and impact on overall ownership

- Understand the impact of dilution on all stakeholders

Employee & Investor Portal

- Provide Employees and Investors with a comprehensive overview of their equity holdings and enable them to:

- Project potential future earnings with easy-to-use calculators

- Monitor their vesting progress

- Forecast how increases in the company's valuation will effect their equity

Basic Info

J.P Morgan Workplace Solutions is a provider of Cap Table Management solutions for startups and venture backed private companies. We support private companies through their full lifecycle from pre-seed to exit or IPO.

Our integrated, digital platform allows founders to:

• Issue new shares issued to founders, investors, advisors & employees

• Track Convertible Loan Notes & SAFES

• Digital Cap Table - View % ownership , capital committed, fully diluted v outstanding ownership

• Scenario Modelling - Simulate impact of new financing rounds on the cap table

• Simplified Reporting - Cap Table Reconciliation, Option Grant Reporting, Vesting Schedules

• Participant Experience - Allow employees and investors to view their equity online

Why work with us

Working with Cap Table Management by JP Morgan Workplace Solutions means:

  • Access to best-in-class Cap Table Management software as well our industry leading teams
  • Huge savings on annual subscriptions - we offer our platform for free - zero platform fees, forever
  • We provide free onboarding to get you up and running quickly
  • We are the only Cap Table platform who offers a suite of solutions to the VC-backed community e.g. Banking, Payments, Funding, Wealth Management etc.
  • We are your partner from pre seed to exit, from pre-IPO to life as a public company, we can support you all the way!

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