New v1.18: Data Room overhaul with editable AI extractions

One equity ledger, from first issue to exit.

The complete equity platform, cap table to data room to investor portals, priced by the company, not the head.

No per-stakeholder pricing · Region profiles from Delaware to DIFC · Web + a native Windows app

12modules, all included
6region profiles, US to SEA
~120document types in the data room
$0extra per stakeholder, ever

Watch it work

Five jobs, played out in front of you.

Pick a job and watch the product do it: the register fills, a round closes, the waterfall re-prices, documents classify themselves, an employee reads their own vesting. Real flows, replayed with illustrative numbers; the actual screens are on the full tour.

Why founders switch

Spreadsheets break. Incumbents meter.

A cap-table spreadsheet survives about two rounds. The cloud incumbents fix that, then bill you per stakeholder, so hiring grows your invoice. Vquity is the third option.

One flat model

Every module (modeling, portals, data room, exports) is included. Add employees and investors without watching a meter tick.

Your market, done right

Delaware C-Corp to DIFC to Riyadh to Indian Pvt Ltd: real jurisdictions, local instruments, and the right valuation language, not a US template with the labels swapped.

A real Windows app

A native desktop app with its own window and deep links, alongside the full web app on the same workspace data.

Close rounds atomically

One click. SAFEs converted, pool topped up, snapshot taken.

The Close-Round wizard converts your outstanding SAFEs with a YC-style post-money solver, tops up the option pool to the target you agreed, and captures a pre-close snapshot, all in a single committed operation. Nothing is ever half-applied.

  • Post-money SAFE conversion math that's tested, not hand-waved
  • Anti-dilution and convertible scenarios to model before you commit
  • Approval queue and AI document extraction for incoming SAFEs

How rounds work →

Diligence-ready data room

Every document classified, extracted, and scored.

Drop in your documents and Vquity classifies them across ~120 types in 8 sections, then AI extraction files the key data (parties, amounts, dates) into your cap table, with every value editable and every correction audited. A 12-item readiness score shows exactly what an investor checklist will find missing.

  • Version-aware uploads: a 2025 license chains to the 2024 one as v2
  • Editable extracted fields with before/after audit trail
  • Select any set of documents and download a single zip

Inside the data room →

Portals without passwords

Investors and employees see their own equity without password administration.

Stakeholders open their portal with a link and a one-time email code (hashed, 10-minute expiry, rate-limited). Inside: their stocks, options, SAFEs, activity, documents, and a tax view, with offline caching. New hires accept option grants through a public link that produces a signed PDF.

  • No accounts to create, no passwords to reset
  • Token-based investor-update one-pager you can share anywhere
  • Employee grant acceptance with generated, signed PDFs

Explore the portals →

Mobile

Your team's equity, in their pocket.

The employee mobile experience puts each person's equity on their phone: open the app, see the grant, the vested percentage, and the next vesting event, and watch the value grow year after year. No emails to send, no spreadsheet to request from finance.

  • Vesting progress and the next event at a glance
  • A notification when new shares vest
  • The same live company data, nothing to sync

Built-in analytics

The numbers your next board meeting will ask for.

Ownership, dilution, vesting, and exit outcomes are live charts inside the product, not exports you rebuild in a spreadsheet the night before.

Exit modeling your board can interrogate

Waterfalls with seniority tiers, liquidation preferences, participation caps, escrow, and carve-outs. Drag the exit value and watch every class re-price, replayed here with illustrative numbers.

12modules, all included in one plan
~120document types classified in the data room

Vesting that explains itself

Schedules, cliffs, milestones, and accelerations in a ledger every employee can read from their own portal.

The full suite

Twelve modules. Zero add-ons.

Everything below ships with every company. Toggle modules on or off as you like. That's your choice, not a paywall.

Cap table

Shareholders, share classes, and every recorded issuance, transfer, and repurchase in one ledger, with AI roster scan for setup.

Learn more →

Rounds, SAFEs & convertibles

Close a round in one atomic step: SAFE conversion, pool top-up, and a pre-close snapshot, all backed by a tested post-money solver.

Learn more →

Options & vesting

The full grant lifecycle with a vesting ledger, public grant-accept links that produce signed PDFs, and a pool-utilization chart.

Learn more →

Waterfall & scenarios

Model exits across seniority tiers, liquidation preferences, participation caps, and carve-outs. Then chain what-if rounds.

Learn more →

Valuations & stock comp

Track your 409A / FMV lifecycle with expiry alerts, and post ASC 718 stock-comp expense straight to the general ledger.

Learn more →

Data room & AI extraction

~120 document types, instant classification on upload, editable AI-extracted fields with an audit trail, and a diligence readiness score.

Learn more →

Investor & employee portals

Passwordless one-time-code sign-in. Stakeholders see their stocks, options, SAFEs, documents, and tax view. No accounts to manage.

Learn more →

Contract Studio

23+ structured templates for common equity workflows, autofilled from your Vquity records with every machine-filled value marked for review. Export PDF/DOCX or file the draft into the Data Room.

Learn more →

Compliance & governance

A rolling grant-activity monitor with a clearly scoped US Rule 701 disclosure marker, plus board seats, consents, and an audit trail with a trigger-enforced reversibility chain.

Learn more →

Snapshots & history

Point-in-time cap-table records with deep field-level diff and PDF export. Every round close auto-captures a pre-close snapshot.

Learn more →

Integrations & import

Native Vinance accounting and PeopleX HR sync. Switch from Carta, Pulley, or AngelList with auto-detect import and dedup.

Learn more →

Desktop app

A real native Windows app with its own window and vquity:// deep links, connected to the same workspace data as the web app.

Learn more →

Regions

Built for your market, not just Delaware.

Region profiles for the United States, the United Kingdom and Europe, the UAE, Qatar, Bahrain, Kuwait, Oman, Saudi Arabia, India, and Singapore and Southeast Asia: real jurisdictions, local instruments, correct currency and number formats, and the valuation label your lawyers actually use.

See how your region works →

Zero to cap table

See a real cap table in 60 seconds.

Explore Northwind Robotics, a fully seeded sample company with founders, converted SAFEs, a priced Seed round, live option grants mid-vest, a valuation on file, and a board. Every date is anchored to today, so cliffs and alerts render live. When you're ready, a guided wizard sets up your own company, or upload your existing documents and let AI extraction pre-fill the details.

Frequently asked questions

What is Vquity?

Vquity is a complete equity-management platform: cap table, funding rounds, SAFEs and convertibles, option grants and vesting, exit waterfall modeling, 409A/FMV tracking, a diligence data room with AI extraction, and passwordless portals for investors and employees. It runs on the web and as a native Windows desktop app, on the same data.

Do you charge per stakeholder?

No. Cap-table incumbents meter by stakeholder count or company size, so your bill grows every time you hire or add an investor. Vquity is part of the all-inclusive Lisan platform: one plan, every module, no metering.

Can I try it without setting anything up?

Yes. Load the "Northwind Robotics" sample company in one click and explore a realistic post-Seed cap table. Snapshots, waterfall, vesting, and alerts all render live because every date is anchored to today.

Can I move over from Carta, Pulley, or AngelList?

Yes. The external importer auto-detects exports from Carta, Pulley, and AngelList and de-duplicates on import. XLSX and JSON exports cover company details, share classes, shareholders, rounds, grants, and warrants; CSV exports the shareholder register; JSON restores the structured backup; and Data Room documents download as a zip.

Which regions does Vquity support?

Six region profiles ship today: the United States, the United Kingdom and Europe, a profile covering the UAE, Qatar, Bahrain, Kuwait, Oman, Jordan, and Egypt, plus Saudi Arabia, India, and Singapore and Southeast Asia. Each has real jurisdictions, localized instruments (SAFE, ASA, CLN, Convertible Loan, Mudaraba, CCD), correct currency and number formatting, and the right valuation label.

Does Vquity provide 409A valuations?

Vquity tracks your 409A/FMV lifecycle (recalculation, rollback, audit trail, and expiry alerts) but it does not perform the valuation itself. You bring the FMV from your valuation provider, and Vquity keeps it organized and current.

Move your cap table off the spreadsheet.

Shareholders to SAFEs, option grants to exit modeling. One platform, priced by the company and not the head, on web and desktop.

All modules included · No per-stakeholder pricing · Explore a seeded sample company in one click