Octelligence keeps your corporate records, share register, and cap table in one structured system. Every issuance, transfer, and conversion stays tied to the record, ready when counsel, auditors, or investors ask.
Every corporation gets a proper set of digital corporate records (or minute book, depending where you incorporated) with pre-built folders for corporate documents, resolutions, ledgers and registers, financials, agreements, and compliance.
Keep structured registers for every role that sits on your corporate record. Appointments, resignations, and changes are tracked with dates, documents, and a clear history.
Every set of corporate records needs the same structural documents. Octelligence ships with curated templates for registers, ledgers, bylaws, and shareholder agreements that stay connected to your corporation.
Most cap table software is a spreadsheet with a UI. Octelligence builds it from your live share register, with the equity instruments and timeline a real corporation needs, whether you're issuing your first share or modeling your next round.
See ownership evolve through every issuance, transfer, and conversion. Charts and a complete timeline tell the whole story of your equity, in one view.
Track every SAFE with cap, discount, and conversion terms. When you raise priced, convert all outstanding SAFEs in one batch and see the dilution land on your cap table.
Grant options with vesting schedules, track exercises, and manage warrants and option pools. Fully-diluted ownership reflects every grant on the book.
Record secondary transfers, revoke and reissue certificates, and keep a clean audit trail tying every share back to its original issuance.
Model priced rounds, convert SAFEs in batches, track options and warrants on vesting, and compare two scenarios side by side. Every issuance flows from your share register, so the cap table is always tied to the record.
Every share certificate carries a public verification link. Every document has a signed execution certificate. Every change is logged. Proof, not paperwork.
Each share certificate has a unique public URL. Anyone can confirm its status without logging in.
QR codes on certificates take banks and counsel straight to the verification record.
Every electronically executed document generates a tamper-evident execution certificate.
Public scenario links and certificate views are logged. See who looked, when, and from where, with optional IP allowlisting.
Established corporations and holdcos keeping records and equity current. Founders getting it right from day one. Law firms and accounting practices standardizing client work.
ISC, PSC, and FinCEN BOI are three names for one records obligation: proving who really owns your company. What each requires, why the US rule keeps changing, and how the register reconciles to your cap table.
A stock option is a chain of records from the plan, through the board grant and vesting, to the day it is exercised and becomes a share. What your records must capture, and where options break.
A certificate is cancelled on a transfer, replaced when it is lost, and reissued when a holding splits. What the record must capture at each event so the chain of ownership survives diligence.
See how Octelligence compares to the tools founders know, like Carta and Pulley.
View all alternativesPractical walkthroughs like how to issue shares and how to transfer shares.
Browse all guidesRequirements that differ by province and state, across minute books and share registers.
Explore jurisdictionsPlain-language definitions for terms like cap table and share certificate.
Open the glossary14-day free trial of Starter. Card required, and billing starts on day 15 unless you cancel. Full cap-table modeling on the Growth tier. Cancel anytime. See pricing.