DealVue unites institutional cap table management with your investor data room. Application-Level Encryption protects shareholder privacy. Built-in scenario modeling shows your exact dilution before you sign term sheets.
Issue Common Stock, YC Post-Money SAFEs, and institutional Preferred Stock with liquidation preference multiples and seniority rankings.
Shareholder identities, share balances, and dividend ledgers are encrypted with AES-256-GCM before writing to the database.
Simulate multi-tier exit payouts with cumulative compounding dividends, participation caps, and instant MOIC metrics.
Model pre- and post-money round terms, SAFE conversions, and option pool expansions before signing term sheets.
Allow angel investors and employees to track their personal holdings and vesting without exposing your entire company cap table.
Yes. DealVue replaces Carta by uniting cap table management with your investor data room. You can track Common Stock, YC Post-Money SAFEs, and Convertible Notes. For priced rounds, DealVue models institutional Preferred Stock, liquidation seniority, and exit waterfalls. Plans start at $19/mo—saving startups $2,000+ per year in standalone software fees.
Legacy cap table tools force early-stage startups into expensive annual contracts. DealVue gives you institutional equity tracking built directly into your deal room.
Formula errors cause circular SAFE calculations. When you send your spreadsheet to an investor, you accidentally leak early employee salaries and private co-founder vesting splits.
They charge $1,500 to $3,500+ per year just to track a few SAFEs. Worse, they operate in a silo—completely disconnected from your pitch deck, investor updates, and deal room.
Track SAFEs, equity, and options natively inside DealVue. Seamlessly include clean equity snapshots in your VuePort data room, backed by AES-256-GCM Application-Level Encryption.
Don't get caught off guard by post-money SAFE conversion math or unallocated option pool expansions. DealVue's scenario engine calculates post-round ownership percentages dynamically.
See the true cumulative dilution across multiple valuation caps and discount rates before accepting term sheets.
Calculate whether an investor's requested 10% or 15% unallocated option pool comes out of pre-money founder equity or post-money capitalization.
Simulate liquidation payouts across multiple valuation tranches with compounding dividend rates, participation caps, and MOIC analysis.
Give team members and angel investors encrypted, individual portal views of their personal grants, vesting, and returns without sharing your whole cap table.
Already have a cap table spreadsheet or Carta export? Our automated CSV parser maps your stakeholders, share classes, and SAFE notes into DealVue instantly.
1. Export CSV from Carta or Google Sheets
2. Drop into DealVue Cap Table Importer
3. AES-256-GCM encryption applied instantly
Save thousands on fragmented software while presenting a seamless, institutional data room to investors.
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