Cap Table Management Software Category - SPRING 2021 Customer Success Report - FeaturedCustomers
←
→
Page content transcription
If your browser does not render page correctly, please read the page content below
SPRING 2021
Customer Success Report
Cap Table
Management
Software Category
Cap Table Management Software
Category
Cap table management software enables companies to manage their
equity which are their assets minus liabilities. You can use this
solution to manage and track the complex procedures involved in
issuing equity, getting 409A valuations, maintaining compliance, and
controlling capitalization tables.
Company management and finance teams can utilize cap table
management software as a centralized platform for all
equity-associated activities. The application eliminates the
requirement to make use of legal teams for each issuance. It can also
drive decision-making and investment by offering management deep
comprehension of their cap table at any point. In short, cap table
management software offers exit scenarios and model potential
growth, allows equity governance and issuance, and presents cap
table features.
SPRING 2021 CUSTOMER SUCCESS REPORT
Cap Table Management Software Category 2
Award Levels
Customer Success Report
Ranking Methodology
The FeaturedCustomers Customer Success ranking is based on
data from our customer reference platform, market presence,
MARKET LEADER
web presence, & social presence as well as additional data
Vendor on FeaturedCustomers.com with
aggregated from online sources and media properties. Our
substantial customer base & market
ranking engine applies an algorithm to all data collected to
share. Leaders have the highest ratio of
calculate the final Customer Success Report rankings.
customer success content, content
quality score, and social media presence
The overall Customer Success ranking is a weighted average
relative to company size.
based on 3 parts:
CONTENT SCORE
●
Total # of vendor generated customer references (case studies,
success stories, testimonials, and customer videos)
●
Customer reference rating score
TOP PERFORMER
●
Year-over-year change in amount of customer references on
Vendor on FeaturedCustomers.com with
FeaturedCustomers platform
significant market presence and
●
Total # of profile views on FeaturedCustomers platform resources and enough customer
●
Total # of customer reference views on FeaturedCustomers reference content to validate their vision.
Top Performer's products are highly rated
platform
by its customers but have not achieved
MARKET PRESENCE SCORE the customer base and scale of a Market
●
Leader.
Social media followers including LinkedIn, Twitter, & Facebook
●
Vendor momentum based on web traffic and search trends
●
Organic SEO key term rankings
●
Company presence including # of press mentions
COMPANY SCORE
RISING STAR
●
Total # of employees (based on social media and public
Vendor on FeaturedCustomers.com that
resources)
does not have the market presence of
●
Year-over-year change in # of employees over past 12 months Market Leaders or Top Performers, but
●
Glassdoor ranking understands where the market is going
and has disruptive technology. Rising
●
Venture capital raised
Stars have been around long enough to
establish momentum and a minimum
amount of customer reference content
along with a growing social presence.
SPRING 2021 CUSTOMER SUCCESS REPORT
Cap Table Management Software Category 3
2021 Customer Success Awards
Check out this list of the highest rated Cap Table Management Software
based on the FeaturedCustomers Customer Success Report.
* Companies listed in alphabetical order
SPRING 2021 CUSTOMER SUCCESS REPORT
Cap Table Management Software Category 42021
SPRING 2021
Cap Table
Management Software
Category
SPRING 2021 CUSTOMER SUCCESS REPORT
Cap Table Management Software Category 574
VIEW ALL REFERENCES
Total Customer References
Featured Testimonials
ABOUT CARTA
We had a large cap table with years of transactional history. As we cleaned up
our data, our Account Manager was very knowledgeable and responsive. That
made it easy to onboard and reconcile the data.
BECCA TEETER
ACCOUNTING MANAGER, XAMARIN
Carta build software to help
companies, investors, law firms,
and employees modernize the way
Carta offers a product-first approach paired with phenomenal service to give
they manage ownership. Carta is
us freedom to help more founders. They’re patient, they’re approachable, and
modernizing and revolutionizing
the way private companies
they’re high-integrity.
manage and interact with their JONATHAN SIEGEL
PARTNER, XENON PARTNERS
share and option holders. They are
bringing stock certificates and
options onto the cloud and into the
21st century. Companies can easily The value of Carta was its visibility into the cap table for employees, investors,
issue stock certificates individually and administrators; it mitigated any uncertainty with respect to the cap table.
or in bulk, and shareholders can
BRIAN SCHMIDT
receive and view their FORMER GENERAL, TRELLO
shareholdings across all private
companies on one screen.
Carta is one of those purchases where your only regret is that you didn’t do it sooner. They
helped my business get organized and compliant with our cap table. On-boarding was easy
and our rep was very informed and patient as we gathered signatures. Total no-brainer for the
business.
ETHAN LINKNER
BOARD OF DIRECTORS, SCREENCASTIFY
TRUSTED BY
SPRING 2021 CUSTOMER SUCCESS REPORT
Cap Table Management Software Category 685
VIEW ALL REFERENCES
Total Customer References
Featured Testimonials
ABOUT CERTENT
The online training and support provided by the Certent team is excellent! It’s
great to put a face to the product, and know that I can count on them to help.
ERIC VON ENGELBRECHTEN
DIRECTOR, COMMODITIES, ALTAGAS
Certent, Inc., founded in 2002,
helps customers elevate their We can’t live without the linking process. We utilize an Excel® linking
business with smart, intuitive
solutions for modern finance. Our
source in every table to transfer the data immediately into the
advanced solutions for equity document.
management, disclosure LIFEPOINT HEALTH
management, and narrative
reporting help business and
finance leaders improve accuracy,
save time, and get more done.
They genuinely care about their clients, they make your life a lot easier,
Redefine your approach to
governance, risk, and compliance and they have a great product and a great service.
with Certent. The company LORNA GUNDERMAN
operates in seven countries and MGR, STOCK PLANE & SHAREHOLDER SERVICES, BLACK HILLS CORPORATION
serves over 2,400 public, private,
and pre-IPO companies around the
world. On behalf of myself and the Company, we are very pleased with the service and
functionality of the Certent platform. I have been hands on using Certent for over 7
years now and have nothing but positive experience with the service and staff!
ROGER B.
AMPHASTAR PHARMACEUTICALS
TRUSTED BY
SPRING 2021 CUSTOMER SUCCESS REPORT
Cap Table Management Software Category 76
VIEW ALL REFERENCES
Total Customer References
Featured Testimonials
ABOUT COMPUTERSHARE GOVERNANCE
SERVICES
We just finished our implementation and are thrilled with our final product.
Our Directors look forward to exploring all of BoardWorks’ capabilities.
ANNA CALDWELL
ASSISTANT CORPORATE SECRETARY, AMERICAN RED CROSS
Computershare is a global market
leader in transfer agency and
shares registration, employee As an early adopter in Australia, we’ve worked with Computershare to refine
equity plans, proxy solicitation, and and enhance the capabilities of this boardroom technology and we hope the
stakeholder communications. The
director community will benefit from these developments.
company also specializes in
ANDREW MADRY
corporate trust services, tax
AUSTRALIAN INSTITUTE OF COMPANY DIRECTORS
voucher solutions, bankruptcy
administration and a range of
other diversified financial and
governance services. The client support offered is excellent and the product is intuitive, as evidenced
by the strong take-up by directors and management of QIC Limited.
BELINDA BONES
QUEENSLAND INVESTMENT CORPORATION
Knowing that Computershare Technology Services are behind the
hosting of BoardWorks means I sleep better at night.
FIONA ROSE
DEPUTY GROUP COMPANY SECRETARY, MERLIN ENTERTAINMENTS
TRUSTED BY
SPRING 2021 CUSTOMER SUCCESS REPORT
Cap Table Management Software Category 82021
SPRING 2021
Cap Table
Management Software
Category
SPRING 2021 CUSTOMER SUCCESS REPORT
Cap Table Management Software Category 942
VIEW ALL REFERENCES
Total Customer References
Featured Testimonials
ABOUT CAPDESK
It’s really easy to use and run round simulations, and export cap tables.
There’s also good functionality for creating different vesting schedules for EMI
etc.
JOE CLARKE
FINANCIAL ACCOUNTANT, WEFARM
Capdesk is Europe's number 1 cap
table management tool. Capdesk
helps you keep a clear overview of
We went from managing Gousto’s cap table and employee share plans on Excel to having a
your company ownership and also
fully digitised version in just 32 days, which immediately validated our decision to join Capdesk.
how manage your employee
The process was smooth and efficient, and we began to reap the benefits right away.
option pools. Do away with the
MIKE MCCLEAN
chaos of spreadsheets and spend HEAD OF FINANCIAL CONTROL & ACCOUNTING, GOUSTO
more time on the important stuff.
Capdesk's feature set is comprehensive – it does everything we need it to, it's
cleanly laid out and easy to use. Having everything stored in one place and
easily accessible saves enormous time and gets everyone on the same page.
OLI JOHNSON
FOUNDER, CATAPULT
To have everything stored in one place digitally, and with all the automated features,
has allowed us to manage things in a much more structured way and we’re really
saving ourselves time. To be honest, Capdesk was an absolute no-brainer.
GREG BILLINGE
CHIEF OPERATING OFFICER, RESOLVER
TRUSTED BY
SPRING 2021 CUSTOMER SUCCESS REPORT
Cap Table Management Software Category 108
VIEW ALL REFERENCES
Total Customer References
Featured Testimonials
ABOUT GLOBAL SHARES
A breath of fresh air and trust; while it has had its moments, a journey well
worth taking and striving to get the better experience to our employees.
JOST MEYE
AMADEUS
Global Shares is a leading
independent provider of equity
compensation software and
management solutions for I could not be more pleased with our decision to partner with Global
companies and their employees Shares.
worldwide. Equity Compensation
ED HERDIECH
can be complicated and Global LOGMEIN
Shares has developed a market
leading technology platform 100%
in house. Combined with unrivalled After meeting with several equity software firms, our Company easily decided that Global Shares was the best fit for our
service from their team of qualified equity structure and needs. Given the uniqueness of our equity program, we were skeptical that a software package could
accommodate our specific situation. However, Global Shares clearly listened to our needs and demonstrated how their
equity experts they deliver a range
software and customer support could streamline our equity process. Throughout the RFP process and the setup of our
of bespoke equity compensation structure in the portal, Global Shares were attentive and provided the utmost in customer care. Global Shares definitely
solutions to their clients globally. made our equity process easier!
MOLLY HEPBURN
MWH GLOBAL
Global Shares are highly educated, they know what they are talking
about and they care about what they do.
CLINTON SHOAP
CARGILL
TRUSTED BY
SPRING 2021 CUSTOMER SUCCESS REPORT
Cap Table Management Software Category 1123
VIEW ALL REFERENCES
Total Customer References
Featured Testimonials
ABOUT SHOOBX
What sets Shoobx apart is the fact that my cap table, data room, and stock
ledger are automatically updated when I grant shares—with absolutely no
effort from me!
MATHIEU NOUZARETH
Shoobx helps companies position FRESHPLANET
themselves for successful exits by
combining equity management,
corporate governance, fundraising
Shoobx drives efficiency through many day-to-day functions for Firefly as we grow. It makes it fast to create
tools, and documentation into one documents like NDAs, offers, and share grants; streamlines tasks that usually take reaching out to external
collaborative platform. Shoobx was counsel; and of course it’s great to always have access to the latest cap table.
built to empower the entrepreneur FAY ROTENBERG
and allow attorneys to focus on PRESIDENT & CHIEF EXECUTIVE OFFICER, FIREFLY
high-value work. They modernize
corporate activities for startups so
entrepreneurs can focus on what Not only does Shoobx provide real-time LP reporting capabilities, this platform
matters; building businesses.
will totally streamline our annual audit process and we believe will drive
Shoobx makes the easiest way to
operational standardization in our industry going forward.
get something done, the right way.
They truly believe that they’re in it GEOFF BERNSTEIN
INDICATOR VENTURES
together: entrepreneurs, legal
counsel, investors, and Shoobx.
It’s a simple, straightforward interface that is so easy to learn I picked it up in a day; and
support is extremely helpful. The workflows are built so that you don’t waste time chasing
documents, because they’re ready to go. You can get it done in minutes instead of hours, and
move on to the next thing.
JAIME CASALE
PEOPLE AND OFFICE MANAGER, FIREFLY
TRUSTED BY
SPRING 2021 CUSTOMER SUCCESS REPORT
Cap Table Management Software Category 122021
SPRING 2021
Cap Table
Management Software
Category
SPRING 2021 CUSTOMER SUCCESS REPORT
Cap Table Management Software Category 135
VIEW ALL REFERENCES
Total Customer References
Featured Testimonials
ABOUT ASTRELLA We believe Astrella provides a bullet-proof, highly secure way of managing sensitive ownership
data across a range of portfolio companies, while providing the ability to run real-time exit
modeling and simulation analysis across the portfolio, all of which are of critical importance to
a private equity firm like ours.
ALEX OVCHAR
Astrella is the next-gen, integrated
PACIFIC EQUITY PARTNERS
global platform to manage private
company ownership. Astrella was
developed by a team of
experienced professionals with Astrella gives our board and investors the assurance that we as a company are not only using
modern technology to manage our stock plan but also ensure we’re in compliance. It puts us
deep experience in the private
head and shoulders above our competitors. The checks and balance and customer
market and stock plan commitment is second to none.
administration/financial reporting.
SEAN GRIFFIN
CHIEF EXECUTIVE OFFICER & FOUNDER, DISASTER TECH
I have been using Astrella to manage the cap tables for multiple clients. In some cases, my clients have complex convertible
notes and cap tables as well as employee stock plans that require a deep understanding of how angel investors, incubators
and VC’s make investments. Astrella allows me to capture the data correctly, easily provide reporting for board meetings
and ensure my clients have their house in order in anticipation of a likely future exit.
TIM FRENCH
SEUBERT FRENCH FRIMEL & WARNER LLP
I have managed the ownership records for a number of Canadian start-up companies and have always been challenged to
ensure the system accurately reflected the ownership structure. Since becoming an Astrella client, I have been impressed
with the intuitive nature of the system and the excellent client support. Most importantly, my investors can see their
holdings and executed documents on their mobile app which has significantly reduced their questions and their calls.
BRENDA COLLINS
CORPORATE SECRETARY, CHARLIAI INC
TRUSTED BY
SPRING 2021 CUSTOMER SUCCESS REPORT
Cap Table Management Software Category 144
VIEW ALL REFERENCES
Total Customer References
Featured Testimonials
ABOUT LTSE EQUITY
Investors need cap table accuracy and transparency. I recommend
[LTSE Equity] to save time and get cap tables right.
JACK ROTHACHER
DIRECTOR OF FINANCE & OPERATIONS, OBVIOUS VENTURES
LTSE Equity accelerating the
transition to a new kind of
capitalism. LTSE is capital market [LTSE Equity] is what innovative law firms need to serve their clients more
infrastructure that prioritizes efficiently, allowing us at Orrick to manage hundreds of cap tables in a way
ongoing innovation. They pair new that is more accurate and secure than emails and spreadsheets.
technology with long-term listing
JOHN BAUTISTA
standards to keep companies PARTNER, ORRICK
building for generations.
We've been using [LTSE Equity] and Fast409A since our early days and
through our acquisition by Opendoor. It was easy to get onboarded, and we
found [LTSE Equity]’s scenario modeling tools very useful for planning ahead.
ALEX FARRILL
CTO & FOUNDER, OPEN LISTINGS
We trust [LTSE Equity] to help YC startups model the ownership impact
of SAFEs and be prepared for Demo Day.
KIRSTY NATHOO
PARTNER, CFO, Y COMBINATOR
TRUSTED BY
SPRING 2021 CUSTOMER SUCCESS REPORT
Cap Table Management Software Category 1523
VIEW ALL REFERENCES
Total Customer References
Featured Testimonials
ABOUT LEDGY
We’ve gone through exponential growth and change over the last few years.
Ledgy’s enabled us to manage our cap table, investor relations, and employee
participation plans with ease.
FELIX HUPFAUF
CHIEF FINANCIAL OFFICER, FRONTIFY
Ledgy is the equity management
platform built for growing
companies. Get your cap table,
employee participation plans, and I really love the fact that Ledgy is transaction-based. The transactions make up
investor relations right, from the the past, the cap table shows the present situation and future projection is
beginning. Invite investors into
done via the powerful scenario modeling tool.
their own dashboard where you
TOBIAS HÄCKERMANN
can model flexible funding
CHIEF EXECUTIVE OFFICER, SHERPANY
scenarios, valuations, and exits.
Attract and retain the talent
needed to grow your company.
And empower your employees Ledgy guarantees quick and easy access to options data for both
with their own dashboard of administrators of the options system and our optionees. Thanks to Ledgy the
ownership to manage and exercise whole process of option administration has become smoother and easier!
their options. Scalable, always
MAGDA KRUCZYK
accurate, updated in real-time, and SENIOR ADMINISTRATIVE SPECIALIST, CODILITY
legally compliant; Ledgy provides
your shareholders and potential
investors a centralized source of
We are growing very fast and we need to be more conscious of our ESOP
truth for all equity-related
information. pools. Luckily, Ledgy allows us to track the details of our equity transactions
and export the data to prepare for meetings with our CFO and board
members.
RAFAELLA APUZZO
COMPENSATION MANAGER, WEFOX GROUP
TRUSTED BY
SPRING 2021 CUSTOMER SUCCESS REPORT
Cap Table Management Software Category 1618
VIEW ALL REFERENCES
Total Customer References
Featured Testimonials
ABOUT VESTD Vestd has been a brilliant tool for us. We recently closed a $1.1m seed round, and knowing that all the
information is stored and processed in one place has been a massive time-saver. The calculators are handy
and the dashboard is well-designed. We will definitely be using Vestd to manage our EMI option scheme
going forward too. Overall, I would 100% recommend it to other founders.
JACOB WEDDERBURN DAY
CITYSTASHER
Vestd is a secure online platform
that makes giving shares to your
team, customers, or partners We needed a solution that had the right balance of speed, quality and
simple, affordable, and fast. The affordability. Vestd excelled for us on all three. The level of service was far
company believes that if you take a
beyond what you’d expect from a software product.
group of people with the right
LUKE FISHER
equity incentives you can unlock
THANKSBOX
human potential in a way never
before possible. Vestd minimizes
the cost and complexity through a
As a Founder, I wanted to reward my early stage team with shares, but with conditions
secure online platform. Issue
attached. It’s been incredibly simple to use Vestd to build my team, and now that we have
shares and options flexibly and
successfully completed our first major round of funding, we are looking for everyone to share in
simply on the conditions and our success.
timescales you set. Vestd is the
LEON IFAYEMI
UK’s first and only regulated share SPCE
scheme & equity management
platform for SMEs. It is used to
create and manage share & option
Vestd was great. Loads easier and simpler than doing this the traditional way. Though
schemes, and to distribute equity
almost all of the process could be completed online without any direct
to key people.
communication, the Vestd team were always available to answer specific questions at
various stages.
DAVID HARVEY
SECCL
TRUSTED BY
SPRING 2021 CUSTOMER SUCCESS REPORT
Cap Table Management Software Category 17You can also read
