You manage the cap tables. You shouldn't manage fourteen spreadsheets.
One workspace. Every client's cap table, vesting schedule, and term sheet analysis in the same engine. Board-grade reporting on demand.
Multi-client mode · Client data isolated · Export anywhere
You own the numbers for six founders. Each one's spreadsheet is a different shape.
Fractional CFO, fractional finance lead, founder-side advisor — the job is the same. Cap table hygiene, scenario modeling for the next round, clean vesting, a snapshot the board won't argue with. What's missing is the workspace that holds all six clients without you retyping the same formulas.
What does client X own after their bridge converts?
Which client's vesting schedule is about to trigger a cliff the founder forgot?
How do I produce a board-grade snapshot without manually screenshotting Google Sheets?
OwnershipFlow gives you one workspace for every client. The engine runs the same way for all of them.
Set up every client once. Deliver board-grade output every month.
Provision each founder in under ten minutes.
Portfolio tracks their cap table, SAFE stack, and priced rounds. Equity Engine handles the founder split. Client data is isolated by organization — no leakage between engagements.
See PortfolioCliffs, accelerations, terminations — automated.
Vesting calculates schedules correctly the first time. Alerts fire when a cliff anniversary is approaching. Termination scenarios are pre-modeled so the awkward conversation has a number on it.
See VestingPrint-ready ownership view, any time.
Snapshot produces a board-grade cap-table view with one click. Versioned. Comparable across rounds. Hand it to the chair. Add it to the update. Done.
See SnapshotYou bill for judgment, not for typing numbers into spreadsheets.
Within a month of onboarding clients into OwnershipFlow:
You stop rebuilding the same formula set per client.
Scenario modeling, SAFE conversion, exit waterfalls — one engine. Your prep time drops. Your accuracy goes up.
Board-grade snapshots become a one-click delivery.
Every client's board chair gets a consistent format. No more screenshots of Google Sheets with your name in the corner.
Vesting surprises stop being surprises.
Cliff alerts, acceleration triggers, termination calculators — surfaced before the founder asks. You look proactive because the product is.
You take on more clients without scaling the spreadsheet pain.
The marginal client is a workspace, not a weekend. The practice scales.