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
Customer 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)
Growth
Growth-stage
$3,000
/ year
All Essentials features, plus:
Annual 409A valuation
VIP customer support via 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
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
Customer 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)
Growth
Growth-stage
$3,000
/ year
All Essentials features, plus:
Annual 409A valuation
VIP customer support via 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
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
Customer 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)
Growth
Growth-stage
$3,000
/ year
All Essentials features, plus:
Annual 409A valuation
VIP customer support via 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
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?
How is Mantle priced?
How do I switch from Carta or Pulley? How long does it take?
How easy is it to export my data from Mantle?
Does Mantle support SAFEs, convertible notes, and option grants?
Can I handle board approvals in the same place as my cap table?
