Ownership changes faster than the spreadsheet
Rounds, transfers, options and conversions create versions that are difficult to reconcile.
Eqdeal solutions
For companies building lasting value
Make every capital decision from a reliable foundation.
Eqdeal connects valuation, ownership, fundraising and investor relations so your company stays ready for its next decision.
Designed for
- Startups preparing or completing funding rounds
- Growth companies with investors, options or convertibles
- Finance and leadership teams replacing fragmented spreadsheets
Core outcomeFrom the first cap table to the next financing round.
The operating challenge
Capital work breaks when context is fragmented.
Eqdeal creates continuity between the information you receive, the decisions you make and the records you need tomorrow.
Investor information is rebuilt every month
KPIs, reports, documents and updates live in separate tools without a continuous history.
Fundraising begins without a reliable foundation
Valuation, ownership and company materials are often prepared only when the deadline is already close.
Connected capabilities
One operational foundation, built around your responsibilities.
Use the platform directly or through an authorized agent without losing control of the underlying records.
Cap table and Stock Option Plans
Model classes, instruments, rounds, option plans, vesting and dilution.
Investor relations
Organize KPIs, reports, documents, data rooms and recurring communication.
Valuation
Build and maintain decision-ready valuation references and scenarios.
Fundraising and matchmaking
Prepare the company, structure the journey and connect with the right capital.
Connected operating journey
Information enters once and becomes more useful over time.
The workflow can start with one representative project and expand without rebuilding the operating history.
- 01
Establish the equity foundation
Organize stakeholders, classes, instruments, rounds, plans and historical events.
- 02
Keep performance connected
Collect indicators, publish reports and maintain a controlled data room.
- 03
Prepare the next decision
Model dilution, maintain valuation references and review financing scenarios.
- 04
Activate capital
Build fundraising readiness and connect the company with relevant investors and partners.
AI-first, permission-aware
Let your agent prepare the work while Eqdeal preserves the governed record.
Connect an MCP-compatible agent with OAuth. It receives only the companies and capabilities available to the signed-in user, while Eqdeal remains the system of record.
Review MCP connection optionsAsk your agent
“Show the fully diluted cap table and explain what changed in the last round.”
“Import this month's KPIs and prepare the investor report for review.”
“Compare two financing scenarios and summarize dilution by stakeholder.”Sensitive changes remain subject to Eqdeal permissions, validation and confirmation.
Delivery models
A clear operating model before the work begins.
Investment under consultation. The proposal reflects volume, modules, implementation, integrations, support and professional responsibilities.
- 01Self-service platform with AI-assisted workflows.
- 02Managed onboarding and data organization.
- 03Specialized valuation, fundraising and professional projects.
Responsibility made explicit
Eqdeal organizes financial and equity information. Legal, tax and accounting conclusions remain with the responsible professionals.
Next step
Let's design the right Eqdeal operation for you.
Tell us what you manage today, where the data lives and which decisions need a better foundation.