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How it Works

Built to simplify the entire equity lifecycle, Taabl takes founders from formation to exit with complete clarity.
Whether you’re issuing your first option grant, preparing for a fundraising round, or looking ahead to a future acquisition, Taabl makes every step simple.

1. Set Up Your Company in Minutes

Import your existing cap table or start fresh. Taabl walks you through each step with simple prompts. Add founders, early employees, investors, SAFEs, notes, and option pools with zero guesswork. No complex onboarding. No spreadsheets to untangle.
You get a clean, accurate foundation from day one.

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2. Automate Equity and Compliance

Once your company is set up, Taabl handles the heavy lifting.

  • Issue equity awards with one click

  • Automate vesting schedules

  • Track SAFEs and notes through to conversion

  • Store all agreements in a secure document repository

Every action updates your cap table instantly, ensuring nothing falls through the cracks.

3. Model Future Rounds with Total Clarity

Run fundraising scenarios, option pool expansions, SAFE conversions, and dilution simulations, all visually and without formulas.
See exactly how ownership changes based on valuation, round size, or investor terms.
Compare multiple scenarios side-by-side so you can choose the smartest path forward.

What do you need to do?

4. Run Instant Waterfall Payouts

When you need to understand exit outcomes, Taabl generates a full liquidation waterfall in seconds.See who gets what, how preferences stack, and how proceeds change across different valuation scenarios.No more relying on attorneys or analysts to run complex models for you.

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5. Keep Everything Organized and Investor-Ready

Taabl automatically stores your cap table, equity docs, board approvals, and investor files in one secure hub. Investors can review key data instantly, teams can access their equity details, and you never lose track of an important document again.Clear, organized, and always accurate.

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6. Share Access With Anyone Who Matters

Invite co-founders, employees, attorneys, accountants, or investors.
Set permissions so each user only sees what they need.
Taabl becomes your single source of truth—up-to-date, transparent, and easy for everyone to understand.

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Interested in Learning More?
Schedule a demo!

We've developed a solution that gives administrators more time and simplifies equity management.

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