INTEGRATIONS & IMPORT
Cap table import from Carta, into a ledger wired to your books and your people
Vquity imports Carta, Pulley, or AngelList exports with auto-detect and dedup, provides documented XLSX, CSV, and JSON exit paths, posts ASC 718 journals to Vinance accounting, and turns PeopleX HR events into draft grants and exercise-queue items.
Switching in
A cap table import from Carta shouldn't take a services engagement.
The reason companies stay on tools they've outgrown is rarely love. It's the dread of re-entering the cap table by hand. Vquity's external importer removes that objection: download the export you already have from Carta, Pulley, or AngelList, upload the file, and the importer auto-detects which provider it came from, maps holders, classes, and instruments into Vquity's schema, and de-duplicates against anything already in your workspace before a single row is written.
- Auto-detects Carta, Pulley, and AngelList export formats, no template to fill in first
- Dedup runs against the existing workspace, so a retry or a second file can't double your roster
- Nothing writes until mapping is done, so the ledger never sits half-imported
Accounting sync
Stock-comp expense posts to the general ledger. Not to a CSV.
In a standalone cap-table tool, ASC 718 expense typically ends its life as a spreadsheet someone re-keys into the accounting system, and that re-keying is exactly where the books and the cap table start to drift apart. Vquity computes stock-comp expense from your actual grants with a Black-Scholes model and posts the journal entries directly to mapped accounts in the Vinance general ledger. Same platform, same workspace, no export-import cycle to babysit.
- ASC 718 expense computed from the grants on your real ledger. See Valuations & stock comp
- Journal entries land in mapped Vinance accounts, debits and credits ready for review
- Equity and the books stay in step. The auditors get a schedule, not a reconstruction
HR sync
New hire in HR, draft grant in equity, with nobody re-typing.
The two most common cap-table errors are HR events the equity system never heard about: the hire who never got their grant, and the leaver whose options were never handled. PeopleX HR sync closes that gap. Employee events land in a sync inbox inside Vquity as draft option grants and exercise-queue items. A human reviews and confirms each one, so HR and the cap table stay aligned without silent writes to the ledger.
- New-hire events arrive as draft grants, ready for terms and approval. The granting-options-right lesson covers what to check
- Departure events raise exercise-queue items, so post-termination windows don't slip past. See Options & vesting
- Everything is review-first: nothing touches the cap table until you confirm it
Also in the box
Three more ways data gets in, and always gets out.
Not everyone switches from an incumbent. Spreadsheets, signed PDFs, and "just let me look around first" are covered too.
Clear export coverage, plus JSON restore
A guided wizard imports holder data from XLSX or CSV. XLSX and JSON export company details, share classes, shareholders, rounds, grants, and warrants; CSV exports shareholders; and JSON restores that structured backup. Your cap table is yours, and getting it out never takes a support ticket.
AI extraction pre-fills setup
Upload the formation documents and SAFEs you already have during guided setup and AI extraction drafts the fields (company details, instrument terms) for your review before anything is saved. The same extractor powers the Data Room.
A sample company in one click
Seed Northwind Robotics (two founders, converted pre-seed SAFEs, a priced Seed round, live vesting grants, a 409A record, a board, and a warrant) with every date anchored to today and the whole company clearly badged as a sample.
Why a cap table wired into accounting and HR beats a point tool
A standalone cap-table product can be excellent at the ledger and still leave you doing the integration work by hand, because the cap table's two most important neighbors, the general ledger and the HR system, live in other vendors' products. Every connection becomes an export: stock-comp expense leaves as a CSV, new hires arrive as an email, terminations arrive as nothing at all. Each hop is a place for numbers to drift, and drift is where diligence findings come from.
Vquity's answer is architectural, not a checkbox. It shares the Lisan platform with Vinance accounting and PeopleX HR (one workspace, one login, shared identity), so the syncs aren't third-party connectors bolted on afterward. The ASC 718 posting writes to the same general ledger your bookkeeper closes; the HR inbox reads the same employee records your people team maintains. Point tools can't offer this, because the systems they'd need to be native to belong to someone else.
Worked example: a switching week
Monday: download your export and run the cap table import from Carta. The importer detects the format, maps 38 stakeholders, 3 share classes, and 21 grants, and flags 2 duplicates against the founders you'd already added. Review, confirm, done. Wednesday: compute the quarter's ASC 718 expense from the imported grants and post the journal entries to Vinance: balanced debits and credits in mapped GL accounts, no re-keying. Friday: two July hires flow in from PeopleX as draft grants awaiting terms. Total manual transcription for the week: zero rows.
Two honest boundaries. First, the importer reads export files (the XLSX you download from Carta, Pulley, or AngelList), not a live API connection into their systems; you bring the file, Vquity does the rest. Second, both native syncs are review-first by design: journal entries and draft grants are proposed for confirmation, not silently committed. A cap table you can trust is one where every write had a human decision behind it.
If you're weighing the switch itself, the Vquity vs Carta comparison is deliberately honest about where each side wins. Carta genuinely leads on delivered 409A valuations, which Vquity tracks but does not perform. And if part of your motivation is a spreadsheet that's already drifted, our list of common cap-table mistakes shows how many of them are transcription errors born in exactly the export-import cycles this page is about removing.
The fastest way to judge the import path is to try it: load the sample company in the app to see what a finished cap table looks like, then run your own export through the importer and check the mapping screen against what you expect.
Frequently asked questions
How does a cap table import from Carta actually work?
You download the export file from Carta and upload it to Vquity. The importer auto-detects that it's a Carta export, maps stakeholders, share classes, and instruments into Vquity's schema, and de-duplicates against anything already in your workspace. You review the mapping before anything is written, so the ledger never sits half-imported.
Can I import from Pulley, AngelList, or a spreadsheet instead?
Yes, with different coverage. Carta and Pulley workbooks can map supported classes, holders, rounds, and option sheets; the AngelList path imports supported investor rosters only. All use the same deduplication pass. The standard XLSX/CSV wizard imports shareholder rows, while JSON restores the structured Vquity backup.
What does the Vinance accounting sync actually post?
ASC 718 stock-compensation expense, computed from your actual grants with a Black-Scholes model. The resulting journal entries, expense debits and APIC credits, post directly to mapped accounts in the Vinance general ledger, replacing the CSV someone would otherwise re-key into the accounting system.
Does the PeopleX HR sync change my cap table automatically?
No, it's review-first by design. PeopleX employee events land in a sync inbox as draft option grants (for new hires) and exercise-queue items (for departures). A human reviews and confirms each one before anything touches the ledger, so HR and equity stay aligned without silent writes.
Can I get my data back out?
Yes, without a support ticket. XLSX and JSON cover company details, share classes, shareholders, rounds, grants, and warrants; CSV covers shareholders; JSON restores the structured backup; and Data Room files download as a zip. Exit rights are part of the design.
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