Cap Table Management Software2024-01-08T17:08:58+00:00
AI-Driven Company Search
AI-Driven Company Search

Cap table management, reinvented

Cyndx Owner offers easy-to-use cap table management software to help businesses better manage their capital structure. With our superior technology capabilities and unmatched support, you can centrally track equity and stakeholders and plan your next stage of growth.

Manage your cap table effortlessly
Manage your cap table effortlessly.

Plug-and-play onboarding and user-friendly interface for entrepreneurs of all experience levels.

Easily evaluate how different deals will impact ownership
Easily evaluate how different deals will impact ownership.

Unified view of ownership and powerful scenario modeling lets you quickly identify and evaluate how different deals will impact ownership.

Stay up-to-date with every transaction
Stay up-to-date with every transaction.

Keep your cap table up-to-date and never worry about mistakes or reconciliation with our cap table management tool.

Manage wealth and business ownership.

The most dynamic, easy-to-use cap table solution that enables you to manage wealth and business ownership. Cyndx Owner is your centralized platform that allows you streamline your cap table management with smart, intuitive software. Save hours of work per month while ensuring full transparency and compliance.


Manage wealth and business ownership in a few clicks
Scenario modeling simplified

Simplify scenario modeling.

Packed with powerful features, Cyndx Owner helps you make informed long-term financial decisions for your business. Quickly run multiple fundraising simulations and compare the results side by side. Perform sophisticated waterfall analyses without investing hours of manual work.

Create cap tables built to scale.

Cyndx Owner is designed to help you manage your cap table throughout the lifetime of your company. Cyndx Owner allows you to create and draft common shares, preferred shares, options, warrants, convertible, vesting schedules and more.

Purpose-built to scale
Stay compliant and secure.

Stay compliant and secure.

Cyndx is Service Organization Control 2 (SOC 2) compliant. We assure that your data is being managed in a controlled and audited environment, with the proper security systems to ensure security, availability and confidentiality.

Accurately pinpoint growth opportunities and risks
Dashboard Overview

Visualize and summarize ownership all in one place.

Cap Table Management

Drill down to a traditional table view to see a line-by-line breakdown of your securities at each round of funding.

Equity Incentive Plans

Manage employee equity plans and option pool shuffles.

Securities & Drafts

Draft securities and maintain historical records of your financing rounds, securities terms, equity incentive plans, and issued securities.

Scenarios Modeling & Waterfall Analysis

Understand and compare how one or more term sheet offers will affect ownership at various stages of growth.

Full Audit Logs

Access a detailed record of changes made to your account over time.

How Our clients Use Cyndx Owner


Startups & Entrepreneurs Keep your employees and stakeholders top of mind. Never worry about erroneous or out-of-date cap table on spreadsheets. Improve the efficiency and save time on manual updates.


Private Equity & Venture Capital Organize and maintain the value of your new investment, acquisition and market value. Reserve enough equity for each stakeholder.


Financial Sponsors Keep your due diligence process efficient and organized with a platform that collects all the relevant data in one place. Get accurate and up-to-date information on a company’s founders and their stakes in the business, so you can make sound investment decisions.

Explore our resources.

Learn more about what’s happening in the market right now that can help
your business grow.

Frequently Asked Questions

Find answers to most commonly asked questions related to our products and services

Why do I need to understand my company’s cap table?2023-07-03T12:00:52+00:00

Understanding the cap table is critical to making the right decisions about pricing and structuring financing rounds, tracking who is required to approve company decisions, setting employee share based compensation levels, measuring the true value of each stakeholder’s holdings in the company, and evaluating the financial impact of an exit either in the near term or further down the line.

How does Cyndx Owner help businesses?2023-07-03T12:00:24+00:00

Cyndx Owner is a convenient web-based application that allows companies to create, manage, and analyze their cap tables and to instantly share relevant details with shareholders, employees, investors, and other stakeholders. It provides intuitive, hassle-free tools to manually enter ownership data or import existing spreadsheets directly into Cyndx Owner to automatically generate a functional cap table or update an existing one.

Is Cyndx Owner a part of the Cyndx Starter Kit?2023-07-03T11:59:56+00:00

Yes it is! The Starter Kit provided by Cyndx is a comprehensive package that aims to accelerate your fundraising endeavors by providing a thorough roadmap supported by the industry’s most extensive private market dataset. 

Can Cyndx Owner run waterfall scenarios?2023-07-03T11:59:33+00:00

Yes. You can run waterfall scenarios to easily model the impact of a new financing round or exit on the cap table as of a selected date.

Can I compare my waterfall scenario on Cyndx Owner to other parameters?2023-07-03T11:59:04+00:00

Yes, you can also view dilution, payout, and return implications of an event and compare waterfall scenarios to evaluate financing alternatives head to head.

Can the scenarios be exported?2023-07-03T11:58:40+00:00

Yes. You can export results of analysis in PDF or Excel formats.

Can I track 409a valuations?2023-07-03T11:58:13+00:00

Yes you can. You can track 409A valuations to ensure compliant issuances of share based compensation to employees and analyze company and security valuations over time.

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