Cap Table
Issue shares, track vesting, model dilution, and give every stakeholder a private portal — all in one place.
HYVV's cap table is built for serial entrepreneurs who form companies fast and need ownership tracking that actually works — not a spreadsheet.
Issuing Shares
From the Cap Table page, click Issue Shares to grant equity to any member, investor, or advisor.
Supported security types
| Type | Description |
|---|---|
| Common Shares | Standard equity for founders and employees |
| Preferred Shares | Investor equity with liquidation preference |
| Profit Interest Units | LLC-specific membership units |
| Phantom Equity / SARs | Economic participation without voting rights |
| Warrants | Rights to purchase shares at a set strike price |
| Option Pool | Reserved ESOP pool for future grants |
Grant workflow
- Select the recipient (member or external party)
- Choose security type and quantity
- Set price per share and purchase date
- Attach a vesting schedule (optional)
- Generate the grant agreement — auto-populated from company data
- Send for e-signature (all parties receive email)
- Cap table updates automatically on execution
Vesting
HYVV supports flexible vesting for any grant.
Standard vesting
- 4-year / 1-year cliff — 25% vests at month 12, remainder vests monthly over 36 months
- Custom schedule — define cliff, total duration, and vesting frequency
- Milestone-based — vesting tied to company or individual milestones
Vesting features
- Visual progress bar per stakeholder
- Upcoming cliff notifications (email + dashboard alert)
- "What if I leave today?" calculator — shows exactly what vests before and after departure
- Repurchase rights on unvested shares configurable per grant
- Accelerated vesting on change of control (single or double trigger)
83(b) Elections
When a founder receives stock subject to vesting, they typically need to file an 83(b) election with the IRS within 30 days of the grant date to avoid paying income tax on future appreciation.
HYVV handles this automatically:
- Grant is issued with vesting attached
- HYVV detects the 83(b) election opportunity
- Pre-filled 83(b) form is generated from company + grant data
- Founder e-signs and receives a filing reminder with the 30-day deadline
- Confirmation stored in the company vault
Dilution Modeling
Before accepting any new investment, run a dilution simulation.
How to model a round
- Go to Cap Table → Model Round
- Enter the investment amount, pre-money valuation, and instrument type
- HYVV shows everyone's post-round ownership instantly
- Compare scenarios side-by-side (e.g., $2M at $8M vs $2M at $10M)
Supported instruments
- Priced round — standard equity investment
- SAFE — Y Combinator standard, valuation cap + discount rate
- Convertible Note — principal + interest, conversion at next round
- Option pool increase — models the dilution from expanding the ESOP
Stakeholder Portal
Every person on your cap table gets a private portal showing:
- Shares held, type, and purchase price
- Vesting progress and next cliff date
- Equity value estimate based on latest 409A
- Full grant history with signed documents
- Option exercise button (if applicable)
Stakeholders never need to ask "what do I own?" — the portal answers it.
Exporting
| Format | Use case |
|---|---|
| CSV | Accountants, attorneys, due diligence |
| Print-ready cap table for investor decks | |
| OCF (Open Cap Table Format) | Industry-standard JSON for portability |
Historical Snapshots
View your cap table as of any past date. Useful for:
- Verifying what was outstanding at a specific funding round
- Generating reports for tax filings
- Responding to investor or attorney due diligence requests