Cap Table Management Software Built for Investors

Ted Wright, Sales Director
Ted Wright, Sales Director
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Cap table summary by share class with fully diluted percentages, alongside a panel showing source documents, expert review, pro forma modeling, and reconciliation.

Cap table management software tracks who owns what in a company — shares, options, SAFEs, and preferences — across every financing round.

Most cap table tools are built for the company side. Foresight is cap table management software built for the investor side: it reconstructs, reconciles, and models cap tables across your entire portfolio, from the deal documents themselves.

The investor's cap table problem

Funds don't control their portfolio companies' cap tables — they inherit them. The 409A is in one folder, the latest round docs are in another, and company-side platforms show only what the company chooses to share. When you need your fully diluted ownership, liquidation stack, or exit waterfall across 50 positions, spreadsheet archaeology begins.

How Foresight manages cap tables

1. Extract from source documents

Foresight's Deal Intelligence AI processes legal and transaction documents — stock purchase agreements, certificates of incorporation, SAFEs, convertible notes — extracting terms, share classes, and ownership data.

2. Expert review at every step

The same paralegal and accounting experts who powered Aumni verify every extraction, so ownership data holds up in diligence.

3. Reconstruct pro forma cap tables

Get analysis-ready cap tables for every portfolio company, reconciled against fund accounting so ownership and holdings agree.

4. Model what happens next

Run new rounds, dilution, exit proceeds, and waterfall scenarios directly on live cap table data.

What you can do

  • Track fully diluted ownership across every portfolio company and fund
  • See liquidation preferences, participation, and seniority stacks by company
  • Model financing rounds and understand your ownership after dilution
  • Run exit waterfalls to see proceeds by share class and by fund
  • Reconcile cap table positions against fund accounting and deal documents

Cap table software comparison: company-side vs. investor-side

Company-side tools (like Carta or Pulley) are systems of record maintained by the portfolio company for the portfolio company. Foresight is the investor's system of record: it aggregates ownership across all your positions regardless of which platform each company uses, verifies it against legal documents, and connects it to fund performance and reporting.

FAQ
What is cap table management software for investors?
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Can Foresight rebuild cap tables from deal documents?
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Is Foresight an alternative to Aumni for cap table data?
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Does cap table data connect to fund performance?
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