Your Roadmap to Financial Security
Start your wealth journey with us today
Partner with Coronation’s team of financial experts to make smart choices to preserve and grow your wealth.
Tired of spreadsheet chaos? For founders and CFOs, a messy cap table isn’t just an admin headache, it’s a strategic risk. Manual errors, version control issues, and outdated data can slow down fundraising, confuse investors, and create compliance nightmares.
It’s time to upgrade your equity management. CapTable by Coronation is the modern, all-in-one platform that brings governance, clarity, and control into one secure hub. Stop managing spreadsheets and start leading with data.
What Does Captable by Coronation Do for You?
1. Gain Instant Visibility with a Real-Time Dashboard
Your cap table is the operating system for your company’s equity. Our dynamic dashboard gives you that power at a glance.
Live Ownership Tracking: See a real-time view of ownership percentages, option pools, and outstanding shares.
Interactive Analytics: instantly visualise dilution effects, investor concentration, and equity trends.
Centralised Action Centre: Move from insight to execution quickly with essential tools at your fingertips.
Why it matters: When your entire leadership team and investors operate from a single source of truth, governance becomes faster and more reliable. Make critical decisions on fundraising, employee options, and equity reallocation with confidence.
2. Manage Complex Equity Structures with Ease
From seed to series and beyond, your cap table evolves. Our platform is built to scale with you, ensuring accuracy at every stage.
Flexible Equity Classes: Accurately model common stock, preferred shares, RSUs, options, warrants, and more.
Streamlined Issuance: Issue new shares with a few clicks and maintain a pristine, automatic audit trail.
Comprehensive Records: Manage detailed shareholder information, intricate vesting schedules, and full transfer history in one unified system.
Why it matters: Eliminate version mismatches and manual errors. A scalable, accurate cap table ensures every stakeholder, from founders to board members, is perfectly aligned.
3. Organise Critical Documents for Speed and Security
Documentation is the backbone of corporate governance. CapTable’s secure repository keeps everything organised and accessible.
Secure Central Hub: Upload and store shareholder agreements, board consents, term sheets, and investor updates.
Role-Based Permissions: Control access so sensitive documents are only visible to authorised users.
Powerful Search & Tags: Find any critical file in seconds with intuitive search and custom tagging.
Why it matters: Accelerate your fundraising rounds, board meetings, and audits. A well-organised document library reduces friction, builds investor trust, and ensures you’re always prepared.
4. Power Your Strategy with Data-Driven Financial Modelling
Move from guesswork to strategic forecasting. CapTable’s powerful modelling tools let you simulate your company’s future.
Scenario Planning: Visualise how different financing terms, valuation caps, and round sizes impact ownership and dilution.
Precision Settings: Model complex exits, liquidation preferences, and corporate actions with accuracy.
Investor-Ready Reports: Generate clear, exportable reports to streamline negotiations and communications.
Why it matters: Data-driven decision-making accelerates fundraising and strengthens your negotiation position. Build trust with investors and your board through clear, defensible models.
Built on a Foundation of Security and Compliance
We know your equity data is sensitive and mission-critical.
Enterprise-Grade Security: Benefit from robust encryption, strict access controls, and comprehensive audit logs.
Compliance Confidence: Maintain accuracy and ease of reporting during audits, board reviews, and regulatory filings.
Error-Reduced Design: An intuitive user experience minimises manual entry mistakes, preserving data integrity.
Why it matters: In high-growth companies, robust compliance isn’t a constraint, it’s an enabler. Confidence in your data security translates to smoother, more scalable growth.
Ready to Transform Your Equity Management?
CapTable by Coronation is more than a tool; it’s your platform for transparent and effective stakeholder governance. Join the companies that have already streamlined their processes, improved investor communications, and secured their equity story.
Getting started is easy. Our onboarding process is designed to seamlessly integrate with your existing workflows while introducing industry best practices.
See the platform in action and get your questions answered.
Explore the Features: Configure your dashboard, model your first funding round, and experience the difference.
Centralise Your Docs: Upload your key documents and achieve clarity from day one.
Have questions? Our team is here to help. Email us: info@ctbycoronation.com Get support: support@ctbycoronation.com
Related Posts
Sustainability in Action: How Registrars Can Drive Ethical Business Practices Are you curious about how registrars can help shape more Read more
How Coronation Life Assurance’s Education Legacy Plan Helps Parents Seamlessly Plan Their Children’s Education
The World Bank, the world’s largest financer of education, refers to education as the most powerful tool for reducing poverty Read more
Strengthening Financial Reporting: A Guide to ICOFR for CFOs and Executives
Behind the Numbers: Why Internal Control Over Financial Reporting (ICOFR) is Your Business’s Silent Guardian In the world of finance, Read more
