Stop managing equity in spreadsheets

Your cap table
shouldn't be a .xlsx file.

Broken formulas, version conflicts, SAFE conversions you can't model — sound familiar? Caploom replaces the spreadsheet with a real system: investor CRM, cap table, legal docs, and tax compliance in one place.

Setup for free → See how it works ↓
Free to start — no credit card required Bilingual EN · 中文 · NTD ↔ USD one-click Field-level encryption on every record
cap_table_v7_FINAL_really_v2 (2).xlsx — Excel cap-loom.com — Equity Dashboard
Before After — Caploom
Messy cap table spreadsheet with formula errors Caploom Equity Dashboard
👉 Hover to see the transformation
What's inside

Fundraising pipeline, cap table, legal docs, tax — in one place.

Track every investor from first coffee to wire transfer. Manage your cap table, sign documents, plan your taxes — and never context-switch between five tools again.

Investor CRM

Core

Kanban pipeline from Cold Lead → Intro → Meeting → Term Sheet → Closed. Board, calendar, and list views. Track every touchpoint, set follow-up reminders, and never lose an investor update.

Funding Rounds

Core

Plan each raise from Planned → Committed → Signed → Funded → Issued. Reach Issued and the register writes itself.

Cap Table

Core

Derived from the share register, never edited directly. Holdings by investor and share class, with an ESOP toggle for fully-diluted views.

Taiwan Legal & Tax

Bilingual legal templates for Taiwan fundraising — term sheets, SHA, SAFE — plus tax-planning checklists, so you stay compliant from day one. Going global? Switch to USD and English docs in one click.

Investor Rooms

Time-boxed, read-only views of exactly what you choose to share. No PDF graveyards, no silent retention.

Share Register

An append-only ledger of every issued share — the law-of-record. Snapshots auto-save on every write so you can diff any two points in time.

ESOP

Pool, grants, vesting. Unallocated shares surface on the cap table so you always know your headroom before the next hire.

Valuations & Analysis

Beta

Waterfall analysis, liquidation preferences, and convertible-note modeling. DCF, comps, and three-statement models are in beta — available now for early adopters.

eSignature & Audit Trail

Sign term sheets, SAFEs, and board consents inside Caploom. Every mutation records actor, timestamp, and JSON diff — your auditor sees the same trail you do.

Try it now

See exactly how much you'll be diluted.

Drag the sliders. Watch the pie chart move in real-time. No signup required.

Your round
NT$10M NT$80M NT$500M
NT$1M NT$20M NT$200M
0% 10% 20%
Post-money
NT$100M
Dilution
20.0%
Price/share
NT$8.00
Ownership after close
Live
70.0% Founder keeps
Founder 70.0%
New investor 20.0%
ESOP 10.0%
ℹ This is a simplified model. Caploom handles SAFE conversion, anti-dilution, and multi-round modeling.
Investor CRM

Every investor. Every touchpoint. One place.

Track your fundraising pipeline from first intro to wire transfer. Three views — List, Board, and Calendar — so you can work the way you think.

Follow-up reminders — never drop an investor conversation.
Activity timeline per investor — meetings, calls, emails, notes.
Auto-link to allocations — status syncs when deals close.
Dashboard action items — deadlines and follow-ups at a glance.
Investor Status Amount
AppWorks Fund III Meeting NT$15M
TSMC Capital Term Sheet NT$25M
Draper Athena Invested NT$20M
Cathay Innovation Prospect TBD
Action Items & Follow-ups 4
SHA draft review — TSMC Capital
Due May 10 · Term Sheet stage
Urgent
Follow-up call — AppWorks Fund III
May 12 · Meeting stage
Send intro deck — Cathay Innovation
May 15 · Prospect stage
83(b) election deadline — founder vesting
May 20 · Compliance
Legal templates

Counsel-reviewed templates, ready to use.

Term Sheets, SAFEs, SHA, NDA, ESOP grants — counsel-reviewed document templates, auto-populated from your company data, bilingual, and ready to send for eSignature. For complex deal structures, we still recommend consulting your legal advisor.

Included from Standard EN · 中文 Counsel-reviewed eSignature built-in
How it speeds things up
Instead of starting from a blank page, pick from counsel-reviewed templates that auto-fill your company data. Review, customize as needed, and send for eSignature — all within the platform. Your lawyers can focus on the complex terms, not the boilerplate.
Fundraising
Core
  • Term Sheet · 投資條件書
  • SAFE (post-money) · 簡易未來股權協議
  • SHA · 股東協議
  • Subscription Agreement · 認股合約
  • Convertible Note · 可轉換公司債
ESOP & grants
  • Stock Option Plan · 員工選擇權計畫
  • Option Grant Notice · 選擇權授予通知
  • RSU Grant Agreement · 限制性股票合約
  • Exercise Agreement · 行使合約
Confidentiality
  • Mutual NDA · 雙向保密合約
  • One-way NDA · 單向保密合約
How it works
  1. 1Pick a template from the library
  2. 2Auto-populate with your company data
  3. 3Send for eSignature — done
All templates are bilingual (EN + 中文), counsel-reviewed, and auto-linked to the securities they create. Populate from your Caploom data with one click.
Built in Taiwan · designed to go global

Built for founders raising, and the teams keeping them compliant.

Your law firm, CPA, and lead VC read the same clean data — NTD or USD, Chinese or English. When you're ready to raise from Tokyo, Singapore, or Silicon Valley, the same workspace travels with you.

For founders

Fundraising pipeline

Track 50+ investors from first intro to term sheet. Kanban board, activity log, follow-up reminders — all in one view.

For legal teams

Bilingual legal templates

Term sheets, SHA, SAFE, NDAs — drafted by TW corporate counsel in EN + 中文. Clean audit trail for diligence.

For CPAs

Audit-ready exports

Share register, cap table, ESOP schedules — export to CSV, Excel, or PDF board packs. NTD ↔ USD with one click, bilingual reports for cross-border fundraising.

For investors

Investor data rooms

Time-boxed, read-only views of the data you choose to share. One link, clean numbers, no back-and-forth reconciliation.

Built to go international
Strong enough for a TW seed. Ready for a Delaware Series B.
TW
Local statutory
SG · JP
APAC friendly
US · KY
Flip-ready
Security & trust

No one sees your data.
Not even us.

Your equity data is encrypted at the field level — names, amounts, share counts are ciphertext in the database. Each company gets its own encryption key. A breach doesn't expose your cap table.

SOC 2 Type I in progress GDPR-ready TW + US residency
Field-level encryption — AES-256-GCM
AES-256-GCM

Names, emails, share counts, and financial amounts are encrypted per-field before they reach the database. Envelope encryption (KEK → DEK → data) with per-company isolation — your key never touches another company's data.

Per-company data isolation
Postgres RLS

Every table is gated by row-level security. Middleware sets the tenant context before any query runs — skip it and every query returns zero rows. Fail-closed by design. Each company has its own DEK; key rotation is one click.

Blind index search — no plaintext queries
HMAC-SHA256

Search on encrypted fields uses HMAC-SHA256 blind indexes — the database never sees plaintext. Look up an investor by name or email without decrypting everything.

Audit log — tamper-evident, diffable
Every mutation

Every write records actor, timestamp, and JSON diff of prior state. Encryption and decryption events are logged separately. Reconstruct any moment — your auditor can too.

How onboarding works

From email to a provisioned workspace — under seven minutes.

No 20-field signup. A token-gated funnel that maps 1:1 into your workspace data model — so when you land on the dashboard, your cap table is already there.

Resumable · single-use · not crawlable
01
Magic-link gate

Drop email + role + company on the CTA. A single-use signed token is issued; the funnel lives behind it.

30 sec
02
Company + cap structure

Entity type, jurisdiction, currency, authorized shares, common/preferred split, founder rows with vesting. Paste your existing sheet — we parse it.

4 min
03
Existing rounds + team optional

SAFEs, priced rounds, option-pool percentage — plus co-founder, CFO, and counsel invites. Skip anything you're not ready for.

3 min
04
Provisioned

One DB transaction creates your tenant, seeds the cap table, attaches a Stripe trial, and lands you on the dashboard. All-or-nothing: no half-provisioned workspaces.

~200ms
Pricing

Start free. Scale when you're ready.

No credit card required. Start free — contact us when you need more.

Starter
NT$0

Free forever

INCLUDES
  • 1 company, 5 shareholders
  • Cap table & share register
  • Funding rounds & investors
  • Investor CRM + pipeline
  • Basic ESOP management
  • NTD ↔ USD · bilingual
  • 30-day audit log
Start free →
Standard
NT$299 /mo

Billed monthly

EVERYTHING IN STARTER, PLUS
  • Up to 15 shareholders
  • PDF & Excel export
  • eSignature (3 templates)
  • Waterfall & dilution analysis
  • Instruments (SAFE/CN) & certificates
  • Taiwan compliance (tech shares, closed co.)
  • Snapshots & 1-year audit log
Contact to upgrade →
Plus
NT$699 /mo

Billed monthly

EVERYTHING IN STANDARD, PLUS
  • Unlimited shareholders & eSign templates
  • Scenario simulation (advanced dilution)
  • DCF, comps & three-statement model
  • Investor portal & basic reports
  • US compliance (409A & 83b)
  • Share transfers & custom classes
  • Up to 3 companies
Contact to upgrade →

Need Enterprise or custom setup?

SSO, API access, unlimited companies, dedicated support, or consulting — let's talk.

Contact us →
FAQ

Questions founders actually ask.

Don't see yours?

Email us — same-day reply.
We're already on a spreadsheet. Is migration painful? +

Usually an afternoon. Upload your CSV, we reconcile every issuance back to day one, and flag any math that doesn't add up. You approve, we post.

How is my data protected? +

Every sensitive field — names, share counts, investment amounts — is encrypted at the column level with AES-256, not just at rest. Each company gets its own data encryption key, with automatic key rotation. Even if the database is compromised, the data is unreadable without the keys.

What about a US/Cayman flip later? +

Run both entities in the same Caploom workspace during the transition. One register, two jurisdictions, zero hand-reconciliation. When the flip completes, flip the canonical flag and archive the old entity — the audit trail stays intact.

Is there really a free tier? +

Yes. Starter gives you cap table, investor CRM, funding rounds, and ESOP — enough to run your seed stage. When you need eSignature, advanced analysis, or more shareholders, just email us and we'll upgrade your account.

What legal templates are included? +

Term sheets, SAFE, SHA, NDA, ESOP plans, option grants, board consents, and more — all in Traditional Chinese and English. Templates are auto-populated from your company data and ready for eSignature. They're designed to cover common fundraising scenarios, but we always recommend consulting a lawyer for complex or non-standard deals.

How does Caploom handle SAFE conversion? +

Enter the valuation cap, discount, and MFN terms when you create the SAFE. When a priced round triggers conversion, Caploom calculates the conversion price, new shares, and updated ownership — including pro-rata stacking across multiple SAFEs. No more broken VLOOKUP chains.

Who can see my cap table? +

Only people you explicitly invite. Investors get a time-boxed, read-only view of exactly what you share — nothing more. Isolation is enforced at the database with row-level security, not at the UI.

How many team members can I invite? +

Starter includes 2 seats (Owner + 1). Standard supports up to 10 with role-based access for founders, finance, legal, and viewers. Plus goes up to 30. Everyone sees only what their role allows — no accidental cap-table leaks to the intern.

Can I export everything? +

Always. One-click CSV for the cap table, PDF for board packets, and a full JSON dump of every entity. No vendor lock-in — if you leave, you leave with everything.