Simple pricing. Unlimited stakeholders.

Your plan grows with your feature needs, not your headcount.

Having trouble deciding? Compare us to:

Starter

Inception & early-stage

$0

No credit card required

Unlimited stakeholders

Self-serve import from spreadsheets and documents

Common shares, options, SAFEs, warrants, notes, RSAs

SAFEs e-signing with built-in YC templates

Stakeholder and law firm portals

AI tooling (limited)

Round modelling tool

Help Center + AI Chat Support

Essentials

Early & growth-stage

$1,200

/ year

All Starter features, plus:

Concierge onboarding and migration

One-time cap table cleanup

Preferred shares

Custom grant and SAFE templates

Board resolutions and consents

In-platform exercises

HRIS sync

AI tooling (full)

Email support

Growth

Growth-stage

$3,000

/ year

All Essentials features, plus:

Annual 409A valuation

VIP support (email, Zoom)

SOC 2 Type 2 report access

Growth+

Enterprise

Custom

All Growth features, plus:

ASC 718

Form 3921

QSBS

Rule 701

83(b) tracking

Compare plans

Starter

Essentials

Growth

Growth+

Setup

Concierge onboarding and migration

Included

Included

Included

One-time cap table clean up

Included

Included

Included

Stakeholders

Unlimited

Unlimited

Unlimited

Unlimited

Admin seats

Unlimited

Unlimited

Unlimited

Unlimited

Cap table

Common shares, options, RSAs, SAFEs, notes, warrants

Included

Included

Included

Included

Preferred shares

Included

Included

Included

Custom option grant templates

Included

Included

Included

Equity plans

Included

Included

Included

Included

Custom vesting schedules (time-based and milestone-based)

Included

Included

Included

Included

Transfers, exercises, cancellations, conversions, repurchases

Included

Included

Included

Included

Fully diluted ownership as of any date

Included

Included

Included

Included

ISO/NSO reports

Included

Included

Included

Included

Auto-updated cap table

Included

Included

Included

Included

Fundraising & Scenario Modelling

Built-in YC SAFE templates

Included

Included

Included

Included

SAFE issuance

Included

Included

Included

Included

SAFE round modeling

Included

Included

Included

Included

Priced round modeling

Included

Included

Included

Included

Exportable pro forma cap table

Included

Included

Included

Included

Documents and Approvals

Data room

Included

Included

Included

Included

Documents attached to securities

Included

Included

Included

Included

Upload signed board consents and executed grant agreements

Included

Included

Included

Included

Native e-signature for grants and SAFEs

Included

Included

Included

Included

Record off-platform option exercises

Included

Included

Included

Included

In-platform exercises with e-signature

Included

Included

Included

Create, send, and publishing board resolutions

Included

Included

Included

Native e-signature for board consents

Included

Included

Included

Add board members

Included

Included

Included

Tax and Compliance

Annual 409A valuation

1 included

1 included

Additional 409A valuations

$1,800 each

$1,800 each

ASC718 stock-based comp reporting

Included

Form 3921 reporting

Included

QSBS

Included

Rule 701 tracking

Included

83(b) elections

Included

People, Data, and AI

Stakeholder portal

Included

Included

Included

Included

Law firm portal

Included

Included

Included

Included

HRIS sync

Included

Included

Included

Excel cap table export (OCX)

Included

Included

Included

Included

Import from other cap table software, spreadsheets

Included

Included

Included

Included

AI Extract

Included

Included

Included

Included

AI Draft

Included

Included

Included

Included

Mantle Clerk

Basic

Included

Included

Included

Mantle MCP

Included

Included

Included

Included

Single sign-on (SSO)

Included

Included

Included

Included

Support

Customer support

Help Center + AI Chat

Email

Email, Zoom

Email, Zoom

Educational content

Included

Included

Included

Included

In-person events

Included

Included

Included

Included

Mantle Trust Center

Included

Included

Starter

Inception & early-stage

$0

No credit card required

Unlimited stakeholders

Self-serve import from spreadsheets and documents

Common shares, options, SAFEs, warrants, notes, RSAs

SAFEs e-signing with built-in YC templates

Stakeholder and law firm portals

AI tooling (limited)

Round modelling tool

Help Center + AI Chat Support

Essentials

Early & growth-stage

$1,200

/ year

All Starter features, plus:

Concierge onboarding and migration

One-time cap table cleanup

Preferred shares

Custom grant and SAFE templates

Board resolutions and consents

In-platform exercises

HRIS sync

AI tooling (full)

Email support

Growth

Growth-stage

$3,000

/ year

All Essentials features, plus:

Annual 409A valuation

VIP support (email, Zoom)

SOC 2 Type 2 report access

Growth+

Enterprise

Custom

All Growth features, plus:

ASC 718

Form 3921

QSBS

Rule 701

83(b) tracking

Compare plans

Starter

Essentials

Growth

Growth+

Setup

Concierge onboarding and migration

One-time cap table clean up

Stakeholders

Unlimited

Admin seats

Unlimited

Cap table

Common shares, options, RSAs, SAFEs, notes, warrants

Included

Preferred shares

Custom option grant templates

Equity plans

Included

Custom vesting schedules (time-based and milestone-based)

Included

Transfers, exercises, cancellations, conversions, repurchases

Included

Fully diluted ownership as of any date

Included

ISO/NSO reports

Included

Auto-updated cap table

Included

Fundraising & Scenario Modelling

Built-in YC SAFE templates

Included

SAFE issuance

Included

SAFE round modeling

Included

Priced round modeling

Included

Exportable pro forma cap table

Included

Documents and Approvals

Data room

Included

Documents attached to securities

Included

Upload signed board consents and executed grant agreements

Included

Native e-signature for grants and SAFEs

Included

Record off-platform option exercises

Included

In-platform exercises with e-signature

Create, send, and publishing board resolutions

Native e-signature for board consents

Add board members

Tax and Compliance

Annual 409A valuation

Additional 409A valuations

ASC718 stock-based comp reporting

Form 3921 reporting

QSBS

Rule 701 tracking

83(b) elections

People, Data, and AI

Stakeholder portal

Included

Law firm portal

Included

HRIS sync

Excel cap table export (OCX)

Included

Import from other cap table software, spreadsheets

Included

AI Extract

Included

AI Draft

Included

Mantle Clerk

Basic

Mantle MCP

Included

Single sign-on (SSO)

Included

Support

Customer support

Help Center + AI Chat

Educational content

Included

In-person events

Included

Mantle Trust Center

Starter

Inception & early-stage

$0

No credit card required

Unlimited stakeholders

Self-serve import from spreadsheets and documents

Common shares, options, SAFEs, warrants, notes, RSAs

SAFEs e-signing with built-in YC templates

Stakeholder and law firm portals

AI tooling (limited)

Round modelling tool

Help Center + AI Chat Support

Essentials

Early & growth-stage

$1,200

/ year

All Starter features, plus:

Concierge onboarding and migration

One-time cap table cleanup

Preferred shares

Custom grant and SAFE templates

Board resolutions and consents

In-platform exercises

HRIS sync

AI tooling (full)

Email support

Growth

Growth-stage

$3,000

/ year

All Essentials features, plus:

Annual 409A valuation

VIP support (email, Zoom)

SOC 2 Type 2 report access

Growth+

Enterprise

Custom

All Growth features, plus:

ASC 718

Form 3921

QSBS

Rule 701

83(b) tracking

Compare plans

Starter

Essentials

Growth

Growth+

Setup

Concierge onboarding and migration

One-time cap table clean up

Stakeholders

Unlimited

Admin seats

Unlimited

Cap table

Common shares, options, RSAs, SAFEs, notes, warrants

Included

Preferred shares

Custom option grant templates

Equity plans

Included

Custom vesting schedules (time-based and milestone-based)

Included

Transfers, exercises, cancellations, conversions, repurchases

Included

Fully diluted ownership as of any date

Included

ISO/NSO reports

Included

Auto-updated cap table

Included

Fundraising & Scenario Modelling

Built-in YC SAFE templates

Included

SAFE issuance

Included

SAFE round modeling

Included

Priced round modeling

Included

Exportable pro forma cap table

Included

Documents and Approvals

Data room

Included

Documents attached to securities

Included

Upload signed board consents and executed grant agreements

Included

Native e-signature for grants and SAFEs

Included

Record off-platform option exercises

Included

In-platform exercises with e-signature

Create, send, and publishing board resolutions

Native e-signature for board consents

Add board members

Tax and Compliance

Annual 409A valuation

Additional 409A valuations

ASC718 stock-based comp reporting

Form 3921 reporting

QSBS

Rule 701 tracking

83(b) elections

People, Data, and AI

Stakeholder portal

Included

Law firm portal

Included

HRIS sync

Excel cap table export (OCX)

Included

Import from other cap table software, spreadsheets

Included

AI Extract

Included

AI Draft

Included

Mantle Clerk

Basic

Mantle MCP

Included

Single sign-on (SSO)

Included

Support

Customer support

Help Center + AI Chat

Educational content

Included

In-person events

Included

Mantle Trust Center

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 โ€” 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 3โ€“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 โ€” 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.

Why choose us?