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Cap Table Management

Modern Cap Table Management for SPVs, Startups & Private Funds

Clear. Transparent. Built for founders, investors, and administrators who need accuracy without complexity.

Simple, Scalable Pricing

At Harmonious, we believe equity management should be accessible, predictable, and aligned with the way companies actually grow. Our pricing is designed to support you from your first issuance through complex multi-entity structures.

Cap Table Management Plans

Starter

Perfect for new SPVs, seed-stage companies, and lean teams.

  • Up to 25 stakeholders

  • Digital issuance of shares, SAFEs, & membership interests

  • Automated cap table updates

  • Investor & founder dashboards

  • Document vault for entity records

  • Electronic signatures & issuance tracking

  • Basic reporting (ownership, dilution snapshots)

  • Email support

Growth

Ideal for growing entities managing more stakeholders, rounds, or complex equity.
Includes everything in Starter, plus more.

  • Up to 50 stakeholders

  • Digital issuance of shares, SAFEs, & membership interests

  • Automated cap table updates

  • Investor & founder dashboards

  • Document vault for entity records

  • Electronic signatures & issuance tracking

  • Basic reporting (ownership, dilution snapshots)

  • Email support

  • Waterfall & dilution modeling tools

  • Advanced reporting (scenario, round, stakeholder analytics)

  • Vesting schedules & option management

  • Advanced investor onboarding & KYC/AML automation

  • Board approvals & automated resolutions

  • Automated Rule 701 & Form 3921 support

  • Preferred rights, classes & multi-entity tracking

  • Priority support

Scale — Custom Pricing

For firms with multi-entity structures, substantial investor bases, complex rounds, or institutional-grade reporting needs. Includes everything in Growth, plus more.

  • Unlimited stakeholders

    Digital issuance of shares, SAFEs, & membership interests

  • Automated cap table updates

  • Investor & founder dashboards

  • Document vault for entity records

  • Electronic signatures & issuance tracking

  • Basic reporting (ownership, dilution snapshots)

  • Email support

  • Waterfall & dilution modeling tools

  • Advanced reporting (scenario, round, stakeholder analytics)

  • Vesting schedules & option management

  • Advanced investor onboarding & KYC/AML automation

  • Board approvals & automated resolutions

  • Automated Rule 701 & Form 3921 support

  • Preferred rights, classes & multi-entity tracking

  • Priority support

  • Multi-SPV / multi-entity management

  • Full ASC 718 expensing & audit-ready reporting

  • Waterfall, exit, & distribution modeling

  • API access & custom integrations (HRIS, CRM, banking)

  • Dedicated onboarding specialist

  • Dedicated account manager

  • White-label investor portal

Enterprise — Custom Quote

Designed for institutions, multi-fund groups, administrators, and platforms that require fully integrated infrastructure. Includes everything in Scale, plus more.

The Harmonized SPV

  • Unlimited stakeholders

    Digital issuance of shares, SAFEs, & membership interests

  • Automated cap table updates

  • Investor & founder dashboards

  • Document vault for entity records

  • Electronic signatures & issuance tracking

  • Basic reporting (ownership, dilution snapshots)

  • Email support

  • Waterfall & dilution modeling tools

  • Advanced reporting (scenario, round, stakeholder analytics)

  • Vesting schedules & option management

  • Advanced investor onboarding & KYC/AML automation

  • Board approvals & automated resolutions

  • Automated Rule 701 & Form 3921 support

  • Preferred rights, classes & multi-entity tracking

  • Priority support

  • Multi-SPV / multi-entity management

  • Full ASC 718 expensing & audit-ready reporting

  • Waterfall, exit, & distribution modeling

  • API access & custom integrations (HRIS, CRM, banking)

  • Dedicated onboarding specialist

  • Dedicated account manager

  • White-label investor portal

  • Unlimited entities (SPVs, funds, partnerships, feeder structures)

  • Full fund administration toolkit (capital calls, distributions, waterfalls)

  • Integrated document generation (operating agreements, subscription docs)

  • Regulatory compliance suite (Form D, Blue Sky tracking, audit exports)

  • Custom SLAs for support

  • Multi-team permissions & role-based access controls

Add-Ons

  • 409A Valuations: $1500 per valuation

  • K-1 Management for SPVs: starting at $2000 per entity

  • Advanced Compliance Suite: starting at $500/year

  • Automated Fundraising Data Room: $250/year

Why Harmonious

Harmonious delivers institutional-grade accuracy with founder-first usability. Built by fund administrators who understand the pain points of private markets.

Real-time accuracy

Clear investor communication

Industry-trusted compliance

White-glove support

Pricing that scales with you - not against you

Get Started

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