Equity Table

Equity Table (equitytable-io/app) is the cap table management platform for private companies. Live at beta.equitytable.io.

Environments

Stack

• Framework: Next.js 16.2.1 (App Router)
• Database: PostgreSQL via Prisma ORM
• API: tRPC with end-to-end type safety
• Auth: NextAuth.js with multi-provider support (Google, Microsoft)
• Payments: Stripe for subscriptions
• Email: Resend transactional emails

Features

Equity Management

• Share class creation and tracking (common, preferred, options, warrants, convertibles)
• Vesting schedule management with cliff and acceleration support
• Stock option grant management with exercise tracking
• Convertible note modeling with conversion scenarios
• RSU and equity award drafting with board approval workflows

Stakeholder Management

• Investor and employee stakeholder profiles
• KYC/KYB integration via Simplici onboarding
• Equity award distribution and tracking
• Stakeholder communications and updates
• Termination workflows with equity treatment

Corporate Actions

• Board resolution tracking
• Dividend distribution management
• Stock splits and conversions
• Cap table export (CSV, PDF)
• Batch reply management for investor communications

Compliance

• 409A valuation support
• SEC filing preparation (Form D, Blue Sky)
• Accredited investor verification
• Transfer restriction enforcement
• Data room access with tokenized links

Architecture

equitytable-io/app
├── src/
│   ├── app/          # Next.js App Router pages
│   ├── server/       # tRPC routers, auth, Prisma client
│   ├── trpc/         # tRPC router definitions
│   ├── components/   # React components
│   └── lib/          # Utilities, Firebase, logger
├── prisma/           # Schema and migrations
└── compose.yml       # Local PostgreSQL

Related Repos

Local Development

cd equitytable
pnpm install
pnpm run db:generate   # Generate Prisma client
pnpm dev               # http://localhost:3000

Requires PostgreSQL. Use docker compose up -d for local database.