Your cap table, without the Carta bill.
An open source app to hold your cap table, let employees see their equity and exercise options, and track 409A and option deadlines. Export from Carta, deploy to Cloudflare, pay about $5 a month.
~$0/moCloudflare free plan + SendFox email, vs about $10k/yr on Carta
15 minto deploy: Workers, D1, R2, SendFox email
0 diffsour import vs Carta, across every holder and grant
MITopen source license, your data stays in your account
What it looks like
Screenshots use made-up demo data.
Move off Carta in three steps
Full walkthrough in the README.
Export from Carta
Run reports, then export Securities Ledger, Stakeholder Details, Exercised and Settled, and OCX to Excel. Download your certificates and 409A reports.
Deploy to Cloudflare
Clone the repo, create the D1 database and R2 bucket, add a SendFox transactional key for email, then wrangler deploy.
Import and tie out
Run the importer, then the tie-out script. It checks every total, holder and grant against Carta before you cancel.
What's in it
- Cap table of record: classes, plan pool, fully diluted, any as-of date
- Issue, cancel, repurchase and transfer shares; grant, forfeit and expire options
- Holder login by email link, no passwords
- Option exercise with wire instructions, optional Stripe ACH or card
- Terminations: stop vesting, forfeit unvested, set the exercise deadline
- 409A tracking with reminders at 90, 60, 30 and 7 days
- Option deadline reminders to holders
- Exports: CSV, Form 3921 inputs, Open Cap Table Format, full backup
- Append-only audit log of every change
- Nightly backups to R2