Finance workspace
Captable CompassEvaluate up to 30 ventures in one place,
with investor-ready clarity.
Financing intelligence for founders, investors, and equity partners. Compare scenarios, align equity holders, and surface partnership documents without making people hunt through folders.
Portfolio scale
Up to 30 companies
Decision views
SAFE / Note / Priced
Doc access
Partnership-ready
Portfolio command center
Keep every active venture visible with concise risk and readiness signals.
What-if engine
Stress dilution, runway, cost, and close speed in one frame.
Equity holder alignment
Prepare updates that founders, investors, and partners can read quickly.
Fast document retrieval
Surface data room and partnership docs in one click from the company view.
How teams work here
Company setup, scenario comparison, investor context, and export in one guided sequence.
Built for decision speed
Dilution, runway, legal cost, and close time share the same decision surface.
Advanced when you want it
Risk scan, filings, and assistant tools stay simple until deeper diligence is needed.
Partnership document accessibility
Make critical docs impossible to miss
The redesigned flow prioritizes direct access to term sheets, partnership agreements, cap table evidence, and closing checklists from each company workspace. No buried navigation.
One-click document route
Jump from dashboard cards to the right company document pack.
Shared investor narrative
Pair every document with scenario context so readers understand the why.
Audit-friendly structure
Keep filings, signatures, and board artifacts organized by lifecycle stage.
Naming candidates
Brand options beyond “FOUNDER”
Choose one direction and we can roll the selected name through URLs, metadata, UI copy, and docs in a dedicated brand sweep.
Captable Compass
Guidance-oriented, trustworthy, and clear for finance stakeholders.
RoundPilot
Action-oriented and modern with fundraising execution energy.
EquityAtlas
Portfolio-scale mapping language for multiple ventures.
Termline
Crisp legal-document posture, built for partnership workflows.
LedgerNorth
Premium private-capital tone with strategic navigation cues.