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Offers (3)

Existing and new customers
Cap Table Management - 20% off all subscription plans for portfolio companies of select venture firms.
Discount 20%

FREE Cap Table Management up to 40 stakeholders

$2000 per year for 41-100 stakeholders ( before discount )

Complimentary Onboarding - We do the heavy lifting!

Access to J.P Morgan Startup Banking Product & Solutions

-Issue shares & stock options

-Track Convertible Loan Notes & SAFES

-409a Valuations - Support provided with 409a company valuations

-Digital Cap Table - View % ownership , capital committed

-Plan Management - Create your ESOP, grant awards, vesting schedules

-Scenario Modelling - Simulate impact of financing rounds on the cap table

-Simplified Reporting - Cap Table, Option Grant, Vesting

-Participant Experience - Allow employees and investors to view their equity online

$10,000
Up To
Existing and new customers
FREE Cap Table Management & FREE Onboarding- up to 40 stakeholders
FREE

FREE Cap Table Management up to 40 stakeholders for startups & scaleup companies

Access to J.P Morgan Startup Banking Products & Solutions

Complimentary Onboarding - We do the heavy lifting!

-Issue shares & stock options

-Track Convertible Loan Notes & SAFES

-409a Valuations - Support provided with 409a company valuations

-Digital Cap Table - View % ownership , capital committed

-Plan Management - Create your ESOP, grant awards, vesting schedules

-Scenario Modelling - Simulate impact of financing rounds on the cap table

-Simplified Reporting - Cap Table, Option Grant, Vesting

-Participant Experience - Allow employees and investors to view their equity online

$10,000
Up To
Existing and new customers
J.P Morgan Cap Table Round & Exit Modelling Tool ( New )
FREE

J.P Morgan Workplace Solutions have the most advanced scenario modeling on the market. You can now model multiple future funding rounds and exit events. Model your Series A Round, and then build a Series B, C & D on top.

Use our tool to prepare for funding rounds or your exit event!

$5,000
Offer Value

Basic Info

J.P Morgan Workplace Solutions is a provider of Cap Table Management solutions for startups and venture backed private companies. We support private companies through their full lifecycle from pre-seed to exit or IPO.

Our integrated, digital platform allows founders to:

• Issue new shares issued to founders, investors, advisors & employees

• Track Convertible Loan Notes & SAFES

• Digital Cap Table - View % ownership , capital committed, fully diluted v outstanding ownership

• Scenario Modelling - Simulate impact of new financing rounds on the cap table

• Simplified Reporting - Cap Table Reconciliation, Option Grant Reporting, Vesting Schedules

• Participant Experience - Allow employees and investors to view their equity online

Why work with us

Working with Cap Table Management by JP Morgan Workplace Solutions means:

  • Access to best-in-class Cap Table Management software as well our industry leading teams
  • Huge savings on annual subscriptions - we offer our platform free of charge up to 40 stakeholders
  • We provide free onboarding to get you up and running quickly
  • We are the only Cap Table platform who offers a suite of solutions to the vc-backed community e.g. Banking, Payments, Funding, Wealth Management etc.
  • We are your partner from pre seed to exit, from pre-IPO to life as a public company, we can support you all the way!

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Company focus

Services

Cloud Service Providers
Financial Services & Accounting
HR & Benefits
SaaS

Industries

Internet Software & Services
Education Services
Capital Markets
Consumer Goods
Food Products
Insurance
Professional Services
Media
Utilities
Automotive
Gas Utilities
Renewable Electricity
Real Estate
Electrical Equipment

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