This software was so easy to use, especially compared to other platforms I've used. I'm able to easily go in and test different scenarios and quickly see potential outcomes. I can tell I'll be using this a lot. Above and beyond, though, is the customer support and the onboarding. The team does a great job walking through the many features and making you feel very comfortable with them. My dedicated onboarding person answered many questions over email and reviewed my set up... at least three times. Review collected by and hosted on G2.com.

I can't think of anything to dislike here- maybe that it has too many features? I hope to be using more of them as my startup grows and our needs change. Review collected by and hosted on G2.com.

The onboarding was super straight forward and found it easy to use. It seems comparable to Carta but it's within the JP Morgan ecosystem and a cheaper option to provide the same features. Review collected by and hosted on G2.com.

It certainly takes a bit of time to set up but that's similar to all cap table management systems so just something to keep in mind. Review collected by and hosted on G2.com.

This platform is intuitive and offers the robust functionality needed to manage the Cap Table, along with clear and easily exportable Excel reports. The onboarding support and implementation process were excellent. Review collected by and hosted on G2.com.

At the moment, I am very satisfied with the platform. Review collected by and hosted on G2.com.

The level of service from both Juliette and Patrick was amazing. The onboarding process was incredibly simple and the tech looks so amazing and simple to use. So much better than another online cap table management service. Review collected by and hosted on G2.com.

Absolutely no issues. Other then the minimum character requirements of this form field Review collected by and hosted on G2.com.

Comprehensive solution for management and high trust. Review collected by and hosted on G2.com.

Nothing comes to mind quite yet. It provides what I'm looking for. Review collected by and hosted on G2.com.

The customer service was fantastic, and their platform was very easy to use after having a demo with the team. Review collected by and hosted on G2.com.

Some of the features are not for early stage start-ups like us, I do not foresee us using them for a number of months, or even years. Review collected by and hosted on G2.com.

Very helpful that onboarding was seamless. Got a lot of questions answered around activities we needed, and scenario modeling for future financing, as well as managing internal employee equity awards, and processing around that. Review collected by and hosted on G2.com.

More visuals/graphs of the data in the system would be great. Looking forward to updates as these features are made available. Review collected by and hosted on G2.com.

I like everything, not problem at all, good solution Review collected by and hosted on G2.com.

Nothing at moment, everything is good, not problem Review collected by and hosted on G2.com.

Simple user interface, set-up in logical fashion. Drill up and drown down to data quick.

Also the customer onboarding was excellent. Laura Hession took me through the solution and was very helpful in answering the array of questions I had. Review collected by and hosted on G2.com.

No real downsides really - in theory Cap tables can be kept in spreadsheets but having a platform for cap table provides more flexibility in stakeholder management Review collected by and hosted on G2.com.

How easy and accessible the application is, where any user can navigate and incorporate new knowledge Review collected by and hosted on G2.com.

Incorporate allies to address the different phases of the process Review collected by and hosted on G2.com.