Capalyze is an AI-powered equity and cap table management platform built for startups, law firms, investors, and founders. It helps automate and streamline complex capitalization table workflows, equity planning, and legal documentation. By using artificial intelligence and intuitive automation, Capalyze eliminates the need for tedious spreadsheets and manual legal calculations, saving teams time, reducing errors, and ensuring equity data is always accurate and up to date.
Capalyze is designed to simplify the legal and operational complexity involved in managing startup equity. From seed to Series A and beyond, the platform offers clarity and control over shareholder data, financing rounds, stock option pools, and liquidation preferences. Built with legal precision and automation at its core, Capalyze helps startups and their legal counsel collaborate on equity decisions without spreadsheets or disconnected workflows.
Features
AI-Powered Cap Table Modeling
Capalyze uses AI to automatically generate and update cap tables based on deal terms, financing rounds, and founder or investor inputs. It models equity scenarios without needing manual calculations in Excel.
Scenario Planning and Dilution Modeling
Users can run financing scenarios and simulate dilution impacts across multiple stakeholder groups. This helps founders and investors plan equity allocations and understand the implications of future fundraising.
Automated Legal Calculations
The platform automates complex calculations for pro rata rights, liquidation preferences, option pools, and convertible notes. Legal teams can rely on Capalyze to ensure term sheet accuracy and compliance.
Founder and Employee Equity Planning
Startups can use Capalyze to plan equity compensation, generate employee option grant scenarios, and ensure stock options align with hiring plans and investor expectations.
Investor-Ready Outputs
Capalyze generates clean, professional equity reports and visualizations suitable for board meetings, investor due diligence, and fundraising presentations.
Collaborative Workspaces
Founders, legal counsel, and investors can collaborate in shared environments without version control issues. Updates are synchronized in real-time across stakeholders.
Secure Document Uploads and Parsing
Users can upload term sheets, SAFE agreements, or equity documents, which Capalyze can parse to automatically populate cap table fields and key terms.
Lawyer-Friendly Interfaces
Capalyze includes tools specifically built for legal professionals to manage multiple clients’ equity data, generate outputs, and track legal implications of fundraising activity.
Audit Trail and Version History
Every change to a cap table is logged with timestamps and user activity. This ensures a clear record for compliance, audits, and historical tracking.
Custom Rules Engine
Legal teams can apply custom rules and structures that reflect unique deal terms, such as complex convertible note mechanics or waterfall payout scenarios.
How It Works
Capalyze simplifies cap table and equity management through automation and AI-enhanced workflows. Users begin by uploading or entering existing equity data, such as founder ownership, SAFEs, convertible notes, and preferred shares. Alternatively, legal counsel can upload term sheets and let Capalyze’s document parser extract the key terms.
Once the data is entered, the platform automatically creates a digital cap table that reflects the correct equity structure. From there, users can model new financing rounds, create option pools, or simulate the effects of various deal structures on shareholder equity.
For law firms, Capalyze enables client-side management of multiple companies’ cap tables. Lawyers can input financing terms and generate investor-ready outputs instantly. The platform tracks all changes with full version history and supports collaboration between legal teams, founders, and investors.
Whether used for diligence, hiring strategy, or legal review, Capalyze ensures that all stakeholders work from a single source of truth that is accurate, secure, and easy to update.
Use Cases
Startup Founders Planning Fundraises
Founders can use Capalyze to understand how each financing round affects their ownership, dilution, and future fundraising capacity.
Law Firms Managing Client Cap Tables
Legal professionals use Capalyze to replace spreadsheets and streamline legal workflows related to equity, deal terms, and scenario planning.
Investors Evaluating Equity Structures
Venture capitalists and angel investors rely on clean, dynamic cap tables to assess investment risk, ownership positions, and return scenarios.
HR and Hiring Teams Planning Equity Offers
Hiring managers can simulate employee equity grants and determine how new hires will impact existing ownership and option pool utilization.
Board and Stakeholder Reporting
Generate professional equity reports with just a few clicks for board meetings, compliance documentation, or investor updates.
Early-Stage Startups Managing SAFEs and Notes
Track and convert convertible instruments accurately, including valuation caps, discounts, and pro rata terms.
Pricing
As of the latest information available on the official Capalyze website, specific pricing details are not publicly disclosed. Capalyze offers custom pricing based on company size, legal use case, or firm requirements.
Typical pricing factors may include:
Number of stakeholders or shareholders
Number of companies managed (for law firms)
Document parsing or AI-assisted inputs
Scenario modeling and reporting features
User roles and collaboration access
To get a customized quote or schedule a product walkthrough, prospective users can request a demo through capalyze.ai.
Strengths
Built for Legal Accuracy
Capalyze combines AI with legal logic to ensure that cap tables and deal terms reflect accurate, enforceable structures.
AI-Powered Efficiency
Automates previously manual processes like dilution modeling, option pool planning, and term sheet calculations.
Legal and Business Collaboration
Enables lawyers, founders, and investors to work together in a secure, synchronized environment.
Scenario Planning Without Spreadsheets
Powerful simulations make it easy to visualize the impact of fundraising or hiring decisions in real time.
Scalable for Firms and Startups
Capalyze is designed to support both individual companies and law firms managing multiple client portfolios.
Data Consistency and Compliance
Every change is tracked, auditable, and version-controlled, supporting financial accuracy and regulatory compliance.
Drawbacks
No Transparent Pricing
The lack of public pricing may delay purchase decisions for startups or small firms evaluating multiple tools.
Requires Legal Familiarity
Some advanced features may be best utilized by users with knowledge of equity structures or legal financing terms.
Limited Public Integrations Listed
As of now, Capalyze does not advertise native integrations with platforms like Carta or legal CRMs, which may be important for larger firms.
Focus on Equity Only
Capalyze is highly focused on cap tables and equity planning. Companies needing a broader legal or finance platform may need to integrate it with other tools.
Still Growing in Public Visibility
Compared to established cap table management platforms, Capalyze is newer and may have fewer third-party reviews or enterprise case studies.
Comparison with Other Tools
Versus Carta
Carta is a widely used equity management platform with extensive investor and compliance features. Capalyze offers a more AI-driven, lawyer-focused approach with faster setup and automation capabilities.
Versus Pulley
Pulley focuses on startups and seed-stage companies. Capalyze offers similar features but leans more into legal document automation and scenario modeling.
Versus LTSE Equity
LTSE Equity is focused on founder-friendly structures and transparency. Capalyze differentiates with its AI modeling and law firm collaboration tools.
Versus Shareworks (by Morgan Stanley)
Shareworks caters to large enterprises and public companies. Capalyze is better suited for startups, legal advisors, and firms focused on early- to mid-stage equity management.
Versus Ledgy
Ledgy is a strong European platform for equity and employee participation. Capalyze focuses more on U.S.-based legal structures and law firm workflows.
Customer Reviews and Testimonials
As of now, Capalyze does not yet have extensive customer reviews on platforms like G2 or Capterra, but early feedback from startups and legal professionals has been positive. Testimonials featured on the Capalyze website emphasize the speed, simplicity, and legal confidence the platform offers.
Lawyers highlight how Capalyze replaces spreadsheet-driven equity work with structured, error-free workflows. Founders mention the platform’s clarity in showing dilution effects and helping them prepare for fundraising conversations with clean, shareable cap tables.
With more firms adopting Capalyze for client equity management, broader reviews and case studies are expected in the near future.
Conclusion
Capalyze is a modern, AI-driven platform that brings automation and clarity to cap table and equity management. Built with the needs of startups, founders, and law firms in mind, it replaces legacy spreadsheets with intelligent tools for modeling, tracking, and sharing accurate equity data.
Whether you’re preparing for a funding round, managing employee equity, or advising clients on legal structures, Capalyze provides a powerful, secure, and collaborative environment to manage it all. Its focus on legal precision, real-time scenario planning, and founder-friendly design makes it a compelling choice for the next generation of startup equity management.
