Complete Equity and Cap Table Management from Issuance to Exit

Issue ESOPs, manage shareholders, track cap table, send investor updates, and much more while staying compliant.

Trusted by 200+ CompaniesBuilt for Real-World Equity workflow
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THE PROBLEM & SOLUTION

Tabulate consolidates multiple tools to save you time and effort

Most companies rely on spreadsheets, email threads, and basic ESOP management tools. Every funding round, ESOP grant cycle, or audit season becomes a bottleneck, costing weeks and creating massive compliance risks.

Process
Without Tabulate
With Tabulate
Cap table reconciliationAfter every funding round or equity event
3–5 daysManual reconciliation across spreadsheets, email chains, and legal docs per round
Real-timeCap table updates instantly with every event — always current, zero reconciliation
ESOP grant cycleFrom board approval to employee acceptance
40+ hrs/cycleHR manually creates grant letters, sends email reminders, handles signatures, and collects grant documents.
Under 24 hrsBulk-generate digital grants, capture e-signatures, track vesting, and ESOP expense in one workflow.
Compliance documentationFEMA, DPIIT deferral, SEBI filings
7–14 daysLawyers and finance teams manually prepare filings for every round or secondary
MinutesCreate SH-6, ESOP expense, and other reports for fast compliance and filings.
Employee equity clarityGrantee understanding of their holding
<30% clarityMost employees don't know their grant value, cliff date, or tax impact
100% visibilitySelf-service portal shows every grantee their vesting, value, and tax estimate
HOW IT WORKS

Built to Handle Everything Equity

01

Cap Table Management

Maintain a single source of truth for ownership. Track shares, options, warrants, and convertibles with precision—from incorporation to exit events like IPO, acquisition, and beyond.

All share classes and instrument types in one place
Capture every share-based transaction
Manage dematerialised cap table
Manage convertible notes, SAFEs, warrants, and more
Cap Table — Series B
Founders
6,500,00052.4%
Series A Investors
3,490,00028.1%
ESOP Pool
1,490,00012%
Angel Investors
930,0007.5%
Total fully diluted shares12,410,000
ESOP Grant #EMP-2847
EmployeeArjun Mehta — SDE II
Grant DateJan 15, 2023
Grant Size1,200 options @ ₹10
Cliff achieved✓ Jan 2024
Vested (48%)576 / 1,200
Tax estimate at exercise₹1.2L (DPIIT deferred)
02

ESOP Administration

Manage your entire employee stock option lifecycle—from grant to exercise to sale. Complete workflows for HR, employees, finance teams, secretarial teams, and management.

Bulk digital grant letters and e-signatures
Automated vesting tracking
Employee self-service portal for grant visibility
Exercise and employee exit management
ESOP expense and compliance reports
03

Ownership Tracking

Track every share movement across all instrument types from day one with complete transaction data, share certificate registry, and shareholding changes.

Complete share register across all instrument types
Full audit trail for every issuance, transfer, and conversion
SEBI-aligned compliance documentation per event
Dematerialized records aligned with NSDL/CDSL
Equity Event Log
Series A ClosesMar 2022
3,490,000 new shares issued
ESOP Pool ExpandedApr 2022
Pool increased to 12% post-money
Secondary TransferAug 2023
Angel → VC, 200,000 shares, ROFR cleared
Series B ModelingIn progress
Round scenario active — awaiting close
DMAT ConversionQueued
Full dematerialisation pending
BENEFITS

Why companies choose Incentiv Tabulate

Real-time cap tableAlways-accurate ownership data with scenario modeling for future rounds.
Automated ESOP workflowsVesting schedules, exercise windows, and grant letters handled end-to-end.
Employee self-service portalEvery grantee sees their equity, vesting progress, and value in one place.
Board and investor reportingOne-click reports for board packs, investor updates, and due diligence.
Dematerialized share managementFully digital share records aligned with NSDL/CDSL requirements.
Integration with Incentiv TransactUnlock liquidity for ESOP holders and investors directly from the cap table.
ESOP Pool Dashboard
Active grantees84 employees
Grants pending acceptance6 pending
Cliff achieved this quarter23 employees
Pool utilisation68% allocated
FREE TOOLS

Start with our free tools

ESOP Tax Calculator

Calculate perquisite tax on ESOP exercise for 6+ countries including India, USA, UK, Singapore.

GO DEEPER

Explore each capability

Cap Table Management

Every instrument type, real-time, always accurate.

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ESOP Management

Grant to exercise to exit, in one workflow.

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Stakeholder Management

Complete share register and audit trail.

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Scenario Modelling

Model dilution for your next round.

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Board & Governance

One-click reports for board packs and due diligence.

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Ready to simplify equity management?

See how Incentiv Tabulate can save your finance, legal, and HR teams hundreds of hours while reducing risks of inaccurate data and non-compliance.

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