Foundation
For up to 20 holders, billed monthly
Add independent 409A valuation (yearly only)
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Live cap table of record
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SAFE & convertible note tracking
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Digital share certificates
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Round and dilution modelling
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Encrypted document vault
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Investor update mailer
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Shareholder portal access
Momentum
For up to 45 holders, billed monthly
Everything in Foundation, plus
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Option pools (ISO, NSO, RSU & RSA)
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Incentive grants for staff, advisors and contractors
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Counsel-reviewed plan rules and offer letters
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Automated vesting schedules
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Cliff and milestone alerts
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Holder and investor portfolio views
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Built-in electronic signing