What it is
Mantle Clerk lives inside your cap table. Ask it anything. Drop in a document. Walk away with clean records, drafted paperwork, and answers you can actually act on.
Who it's for
Whether you're a founder setting up your cap table for the first time, an operator keeping records clean, or a paralegal processing a closing binder — Mantle Clerk helps get things done.
Included in every Mantle plan
No add-ons. No upgrades. Mantle Clerk is built into Mantle Equity from day one because every founder deserves to understand their own cap table.
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1
Ask anything about your cap table
Option math, SAFE conversion logic, vesting schedules, pro-rata rights. Get plain-English answers without worrying about racking up billable hours.
2
Turn documents into records
Drop in a closing binder, offer letter, or board resolution. Mantle Clerk reads it, outlines what the next steps should be, and helps update your cap table accordingly.
3
Draft the paperwork
Grant notices, board consent packages, shareholder vesting schedules. Mantle Clerk preps what your lawyer would otherwise bill you to produce.
4
Reconcile and clean up
Inherited a messy cap table? Mantle Clerk normalizes instruments, fills missing fields, and gets your records to a place you can trust.
5
Close rounds faster
New share classes, SAFE conversions, updated charters. Mantle Clerk sequences the work and walks you through it step by step.
6
Never miss a vesting event
Approaching cliffs, expiring options, upcoming grants. Mantle Clerk monitors your equity so nothing falls through the cracks.
Questions & Answers
When do I actually need cap table software? Can't I just use a spreadsheet?
A spreadsheet works fine when it's just founders and a handful of early investors. The moment you start issuing SAFEs with different valuation caps, tracking employee option vesting, or preparing for a priced round, a spreadsheet becomes a liability. Investors expect a clean, auditable cap table before they commit capital — not a file you've been manually updating since 2022. Most founders who switch to software wish they'd done it earlier.
How is Mantle priced?
Mantle's Starter plan is free with unlimited stakeholders; paid plans start at $1,200/year. Essentials ($1,200/year) adds concierge onboarding and migration, in-platform option exercising, and board consents. Growth ($3,000/year) adds an annual 409A valuation and VIP support, and Growth+ is custom-priced for needs like ASC 718 and Form 3921 reporting. Unlike per-stakeholder pricing, every Mantle plan includes unlimited stakeholders.
How do I switch from Carta or Pulley? How long does it take?
Most migrations from Carta or Pulley take 3–5 business days, and on paid plans Mantle's team handles the entire migration for you. You export your full cap table and documents from Carta or Pulley, and we bring them into Mantle. On the free Starter plan, you can use self-serve import from spreadsheets and documents instead.
How easy is it to export my data from Mantle?
Exporting is one click. You can download your full cap table and reports, which means your records aren't tied to Mantle. Uploaded documents, such as option agreements and share purchase agreements, can be downloaded in bulk as well.
Does Mantle support SAFEs, convertible notes, and option grants?
Yes. Mantle supports SAFE issuance, signing, and tracking, as well as convertible notes, warrants, and employee option grants with vesting schedules. AI-powered document processing automatically extracts terms from your agreements and updates your cap table — no manual entry required.
Can I handle board approvals in the same place as my cap table?
Yes. On Mantle's paid plans, board consents and other approvals can be drafted from templates, signed electronically, and kept with the cap table records they relate to.
Get started with Mantle Clerk
Your cap table's back-office, built in.
