
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

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