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Cap Table Tracking

Managing a growing list of investors is one of those good problems to have. But when your startup is raising funds through equity crowdfunding, that good problem can quickly turn into a spreadsheet nightmare.

That’s where Crowdfund.co’s cap table tracking solution comes in. Built specifically for founders and companies raising capital through crowdfunding, our intuitive software makes it easy to track equity ownership, manage shareholder records, and keep your investors informed, all without the headaches.

If you’ve ever spent late nights trying to piece together who owns what — or worried about making a mistake that could come back to bite you during your next funding round — this page is for you. Let’s walk through why cap table management software is an essential part of your crowdfunding journey and how our platform can make it simple.

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What is Cap Table Tracking?

A cap table, or capitalization table, is a snapshot of your company’s ownership. It shows who owns which shares, what percentage of the company they hold, and how that might change as new investments come in.
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When you’re raising money through traditional VC or angel investors, managing the cap table is already tricky. But when you open up an equity crowdfunding campaign to hundreds or thousands of everyday investors, it can get out of hand fast.
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Cap table tracking helps you stay organized, accurate, and compliant as you grow. It replaces error-prone spreadsheets with an automated, user-friendly system that updates in real time and scales with your company.

Why Startups Need a Cap Table for Crowdfunding

If you’re using equity crowdfunding to fuel your growth, you already know how valuable this funding path can be. But it comes with unique challenges, especially around shareholder management.
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Here’s why having a dedicated cap table for crowdfunding matters:

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You’ll likely have many more investors than in a typical VC round.
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You need to provide updates and reporting to stay compliant.

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You’re responsible for accurately recording their ownership stakes.
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You want your cap table ready for future funding rounds or an eventual exit.

Trying to manage this manually? That’s a recipe for stress and mistakes. A startup cap table platform helps you do it right from day one, giving you and your investors peace of mind.

Manage Your Cap Table for Startups with Ease

Crowdfund.co’s cap table management software was designed with crowdfunding founders in mind. It’s simple enough to use from your first raise, but powerful enough to scale with you as your company grows.

Here’s what you can expect:

Intuitive Dashboard: See your entire ownership structure at a glance. Our dashboard makes it easy to track equity ownership crowdfunding brings in, showing how each round affects your cap table in real time.

Automated Investor Records: Forget about manual data entry. Our system pulls investor data directly from your crowdfunding campaign, automatically updating your shareholder records so you always know exactly who owns what.

Flexible Reporting: Need to generate reports for your board, new investors, or legal team? No problem. Export clean, accurate reports anytime with just a few clicks.

Built-In Compliance: Stay on the right side of regulations with built-in compliance tracking. We help you manage shareholder communications and meet disclosure requirements, so you can focus on growing your business.
Seamless Scaling: As you raise new rounds or bring in additional investors, our platform grows with you. No more rebuilding spreadsheets from scratch or worrying about version control.

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Cap Table Software for Investors and Founders

A good cap table tool shouldn’t just make life easier for you. It should enhance the experience for your investors, too.
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Our platform doubles as a crowdfunding investor cap table, giving your investors clarity on their ownership and a trusted space to view key details. When your investors can see how their stake fits into your company’s growth, it builds trust and deepens their engagement.
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At the same time, you get better tools to manage investor relations. It’s a win-win.

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Track Equity Ownership Crowdfunding Brings In — Without the Hassle

One of the biggest questions we hear from founders is this: How do I keep everything straight once the money starts flowing in?

The answer is good systems. With our startup cap table platform, tracking equity ownership from your crowdfunding campaign is automatic. You’ll never wonder if your spreadsheet is out of date or if you’re missing key details.

Whether you’ve raised from 50 investors or 5,000, our system helps you manage it all with confidence.‍

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Shareholder Management for Crowdfunding, Simplified

Beyond tracking ownership, you also need to manage the ongoing relationship with your shareholders. That’s why our cap table tracking tool includes:

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Investor portals where shareholders can access their records.

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Easy tools for sending shareholder updates and announcements.

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Support for dividend tracking and distribution, if applicable.

When investors feel informed and valued, they’re more likely to stay engaged and advocate for your company. Our software makes it easy to provide that experience.

Why Choose Crowdfund.co’s Cap Table Management Software?

We understand the unique needs of equity crowdfunding founders — because we’ve built our entire platform to support them.
Here’s why companies choose our cap table software for investors and founders:

Purpose-built for crowdfunding campaigns, not just traditional VC raises.

Designed to handle a large volume of investors with ease.

Simple setup and intuitive interface — no advanced training required.

Deep integration with the Crowdfund.co ecosystem.

Ongoing support from a team that knows the ins and outs of crowdfunding.

Your cap table is too important to leave to chance. With our tools, you can manage it right, from your first raise to your eventual exit.

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Ready to Take Control of Your Cap Table?

If you’re raising through equity crowdfunding — or planning to — now is the time to set up strong systems. Cap table tracking isn’t just about compliance. It’s about clarity, confidence, and building trust with the people backing your vision.
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With Crowdfund.co’s cap table management software, you’ll spend less time wrestling spreadsheets and more time growing your business.
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Ready to see it in action? Sign up today and discover how easy managing your cap table for crowdfunding can be.

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Course Basic (8 Weeks)

Best for creators who just want a complete, high-quality course—without the marketing.

What’s Included:

8 Weekly 1:1 Coaching Calls: Strategic support to guide you through each phase of development
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Video Editing
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Includes everything in Course Basic, plus:

12 Weekly 1:1 Coaching Calls
On-Site Video Production
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16 Weekly 1:1 Coaching Calls
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Course Management: Ongoing support for your LMS, email automations, tech updates, and student community. Includes 1 strategy call per month.
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Course Creation Services are billed monthly but often provide custom payment plans based on specific business circumstances. Contact us to discuss your specific project needs.

Course Basic: 8 weeks
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We follow a structured weekly roadmap with milestones and deliverables to ensure everything is built and launched on time.

We offer flexible payment options, including monthly plans and milestone-based payments. Pay-in-full clients also receive a discount. We’re happy to discuss the best option for your budget.

Is it possible for you to film all my content professionally on-site rather than virtually?

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Cap Table Tracking

Launch and Scale Your Online Course with Ease

What is Cap Table Tracking?

Why Startups Need a Cap Table for Crowdfunding

You’ll likely have many more investors than in a typical VC round.

You need to provide updates and reporting to stay compliant.

You’re responsible for accurately recording their ownership stakes.

You want your cap table ready for future funding rounds or an eventual exit.

Manage Your Cap Table for Startups with Ease

Cap Table Software for Investors and Founders

Track Equity Ownership Crowdfunding Brings In — Without the Hassle

Shareholder Management for Crowdfunding, Simplified

Why Choose Crowdfund.co’s Cap Table Management Software?

Ready to Take Control of Your Cap Table?

Expert Guidance to Confidently Launch and Scale Your Online Course

Expert Course Strategy

Curriculum Design

Branding & Design

Funnel Building

Video Production

VSL and Ad Creation

Marketing

Tech and LMS Setup

Launch A Profitable Online Course You’re Proud Of

Join over hundreds of entrepreneurs, coaches, authors and experts like you…

Sales Copywriting

Paid Ad Campaign Management

Effortlessly Launch Your Equity Crowdfunding Campaign

Need Help with Just One Aspect of Your Course Launch?

Schedule a call.

Browse our individual, a la carte course creation services.

Creators everywhere are building success with Course Co.

What would a successful online course mean to you?

Course Creation Services FAQs

What are Course Creation Services?

What’s included in Course Services?

Course Basic (8 Weeks)

Course Growth (12 Weeks)

Course Pro (16 Weeks)

Need something simpler or ongoing?

How much should I expect to invest?

Who is responsible for the course content accuracy and brand voice?

How long does it take to launch with Course Services?

Who is this service best for?

What is the commitment for Course Services?

Is it possible for you to film all my content professionally on-site rather than virtually?

Do I need to have my course idea fully developed before we start?

What tools or platforms do you use?

How do I get started?

Meet Our Agency Team

Jason Powell

Corey Engel

Nate Nead

Ryan Schwab

Get started now

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