Product tour

The whole product, screen by screen.

Every capture below is the shipping app loaded with the Northwind Robotics sample company. Click any screen to zoom. When something looks useful, the fastest next step is to open the sample company yourself.

Vquity · Northwind Robotics · Overview
Vquity overview dashboard with KPI cards, ownership donut chart and funding timeline for the sample company

The ledger

Cap table, rounds, and instruments

The core records: who holds what, in which class, issued when, and what converts at the next round.

Shareholders
Shareholders view listing holders with share classes, fully diluted ownership and vesting

Every holder and class in one sortable, filterable table with fully diluted math built in.

Rounds
Funding rounds timeline with amounts, share prices and round status

Founders round to Series A on one timeline, each with its price, instruments, and documents.

Close Round wizard
Close-round wizard converting SAFEs, topping up the pool and capturing a snapshot in one step

The atomic close: SAFE conversion, pool top-up, and a pre-close snapshot in a single committed step.

Convertibles
Convertible instruments view showing SAFEs and convertible loans with caps and discounts

SAFEs, convertible loans, and regional instruments with caps, discounts, and conversion previews.

Options & people

Grants, vesting, and stakeholders

The full grant lifecycle, from board approval to a signed acceptance PDF to the vesting ledger an employee reads in their portal.

Options & grants
Options and grants view with pool utilization and per-grant vesting progress

Pool utilization at a glance, plus every grant with its schedule, cliff, and vested-to-date.

Stakeholders
Stakeholders directory with roles and equity summaries

People and entities with roles, holdings, documents, and activity on one profile.

Add stakeholder
Add-stakeholder wizard with guided steps

Guided wizards for the moments you do rarely and want to get right.

Grant conditions
Grant conditions view with milestone and performance terms

Conditional grants: milestone and performance terms tracked alongside time-based vesting.

Modeling

Waterfalls, scenarios, and insights

Ask the questions before you sign: what does this round cost, who gets what at exit, and how does the pool hold up.

Waterfall
Liquidation waterfall with exit value slider and per-class distribution charts

Drag the exit value and watch seniority tiers, preferences, caps, and carve-outs re-price every class.

Scenarios
Scenario workspace chaining hypothetical rounds and exits

Chain what-if rounds and exits on your real cap table, then save the workspace.

Ownership charts
Ownership analytics with donut and bar charts by holder and class

Ownership, dilution history, and class mix as live charts, not exports.

Insights
Insights dashboard with equity analytics

The trends behind the table: issuance velocity, pool burn, and concentration.

Documents

Data room, extraction, and Contract Studio

Documents go in, structured data comes out, and drafts come back autofilled from your records.

Data Room
Data Room with classified sections and document list

~120 document types in 8 sections, classified on upload, with version chaining.

AI extractions
AI extraction view with editable extracted fields and audit trail

Extraction fills parties, amounts, and dates into editable fields; every correction is audited.

Diligence readiness
Diligence readiness checklist with a 12-item score

A 12-item readiness score that reads like the checklist an investor will actually send.

Contract Studio
Contract Studio template gallery with legal templates

23+ legal templates (SAFEs, ESOP, transfers, governance) that autofill from company records.

Stakeholder access

Portals and investor updates

Investors and employees serve themselves with a one-time code. No accounts, no password resets, no exports.

My Equity
My Equity view with a personal vesting ring, equity journey and next vesting event

Each holder's own view: a vesting ring, the equity journey, the next event, and the value.

Investor portal
Investor portal holdings view with shares and documents

Stocks, options, SAFEs, activity, documents, and a tax view, cached for offline reading. Sign-in is a link plus a one-time email code.

Grant acceptance
Public grant acceptance page producing a signed PDF

New hires accept grants through a public link that produces a signed PDF.

Investor update
Token-based investor update one-pager

A token-link one-pager for investor updates you can drop into any email.

Control

Compliance, history, and integrations

The audit story: who changed what, what the rolling issuance counter says, and how equity flows into accounting and HR.

Issuance activity
Rolling 12-month grant monitor with scoped Rule 701 context

Track grant activity by region and currency; the US view marks Rule 701's USD 10 million disclosure point without pretending to determine exemption eligibility.

Snapshots
Point-in-time snapshots with field-level diff

Point-in-time records with deep field-level diff and PDF export; every close auto-captures one.

Audit trail
Audit trail listing every change with actor and timestamp

Every change, who made it, and the reversibility chain to walk it back.

Vinance sync
Vinance accounting sync posting stock-comp expense to the general ledger

ASC 718 stock-comp expense posts straight to the Vinance general ledger; PeopleX HR events become grants.

Everywhere you operate

Regions, desktop, and onboarding

Pick a region profile and the vocabulary follows. Run it in the browser or in a real Windows window on the same data.

Region terminology
Region terminology settings showing jurisdiction-specific labels and instruments

The UAE, Qatar, Bahrain, Saudi Arabia, India, the US, the UK, Singapore: jurisdictions, instruments, and valuation labels that match your market.

Desktop app
Vquity native Windows desktop application in its own window

A native Windows app with its own window and vquity:// deep links, on exactly the same data as the web.

Sample company
Onboarding screen offering the seeded Northwind Robotics sample company

One click seeds Northwind Robotics: founders, converted SAFEs, a priced round, grants mid-vest, a board.

Learning Center
Learning Center with structured equity courses

Structured courses with completion certificates, for the teammate new to cap tables.

Frequently asked questions

Are these real screenshots?

Yes. Every image on this page is captured from the shipping product with the seeded Northwind Robotics sample company loaded, in the dark theme. Nothing is a mockup or a render.

Can I get the same sample company?

Yes, in one click. Open the app, choose Explore a sample company, and the same Northwind Robotics dataset is seeded for you with every date anchored to today.

Is there a light theme?

Yes. The whole app ships in light and dark themes; these captures use dark. Theme is a per-device setting.

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