Secure Document Management for Your Entire Equity Lifecycle
Secure Document Management for Your Entire Equity Lifecycle
Share cap tables with auditors, distribute board resolutions to investors, collaborate with legal teams, and track due diligence—all with enterprise-grade security and granular access control
Share cap tables with auditors, distribute board resolutions to investors, collaborate with legal teams, and track due diligence—all with enterprise-grade security and granular access control
Get Started
Get Started
Data Room
Streamline your fundraising with tracked leads, timelines, data rooms, and commitments.
2023 Audited Income Statement.pdf
22 Nov ‘22
350 KB
2023 Audited Income Statement.pdf
22 Nov ‘22
350 KB
2023 Audited Balance Sheet.xlsx
22 Nov ‘22
350 KB
Financial Statements
22 Nov ‘22
350 KB
Financial Statements
22 Nov ‘22
350 KB
2023 Audited Income Statement.pdf
22 Nov ‘22
350 KB
2021 Audited Income Statement.pdf
22 Nov ‘22
350 KB
Name
Date Uploaded
File Size
Tabulate.
Dashboard
Cap Table
Investor Updates
Board Resolution
Data Room
Data Room
Streamline your fundraising with tracked leads, timelines, data rooms, and commitments.
2023 Audited Income Statement.pdf
22 Nov ‘22
350 KB
2023 Audited Income Statement.pdf
22 Nov ‘22
350 KB
2023 Audited Balance Sheet.xlsx
22 Nov ‘22
350 KB
Financial Statements
22 Nov ‘22
350 KB
Financial Statements
22 Nov ‘22
350 KB
2023 Audited Income Statement.pdf
22 Nov ‘22
350 KB
2021 Audited Income Statement.pdf
22 Nov ‘22
350 KB
Name
Date Uploaded
File Size
Tabulate.
Dashboard
Cap Table
Investor Updates
Board Resolution
Data Room
Data Room
Streamline your fundraising with tracked leads, timelines, data rooms, and commitments.
2023 Audited Income Statement.pdf
22 Nov ‘22
350 KB
2023 Audited Income Statement.pdf
22 Nov ‘22
350 KB
2023 Audited Balance Sheet.xlsx
22 Nov ‘22
350 KB
Financial Statements
22 Nov ‘22
350 KB
Financial Statements
22 Nov ‘22
350 KB
2023 Audited Income Statement.pdf
22 Nov ‘22
350 KB
2021 Audited Income Statement.pdf
22 Nov ‘22
350 KB
Name
Date Uploaded
File Size
Tabulate.
Dashboard
Cap Table
Investor Updates
Board Resolution
Data Room
Scattered Documents Equals Zero Control
From day-one equity clarity to multi-stage fundraising modeling—Tabulate gives you full visibility, accuracy, and control.
Sensitive documents shared via email attachments
Cap tables, grant letters, and board minutes sent as email attachments create security risks with no control over forwarding, downloads, or expiration.
Sensitive documents shared via email attachments
Cap tables, grant letters, and board minutes sent as email attachments create security risks with no control over forwarding, downloads, or expiration.
No visibility into document engagement
You share financials with your board and compliance docs with auditors—but have no idea who opened them, who needs follow-up, or what's being shared externally.
No visibility into document engagement
You share financials with your board and compliance docs with auditors—but have no idea who opened them, who needs follow-up, or what's being shared externally.
Version control breaks down fast
When your lawyer has v3, your CFO has v5, and investors reference v2 of the same document, errors become inevitable.
Version control breaks down fast
When your lawyer has v3, your CFO has v5, and investors reference v2 of the same document, errors become inevitable.
Conversations lost in email threads
Investor updates, audit requests, and board communications live in different email threads. Finding critical conversations when you need them is impossible.
Conversations lost in email threads
Investor updates, audit requests, and board communications live in different email threads. Finding critical conversations when you need them is impossible.
One Secure Hub for Every Document
From fundraising due diligence to audit season to board governance—manage all your documents with enterprise security, detailed analytics, and seamless workflow integration.
Timeline
04
/
12
Stage
Date
Milestone
$ 1,00,00
Pre Seed
$ 5,00,00
Seed
$ 1,00,00,00
Series A
Fundraising Timeline Setup
Track investor conversations from first meeting to term sheet. Organize by stage, log commitments, and maintain complete history of every fundraising interaction.
Permission-Based Document Sharing
Create secure folders for investors, auditors, board members, or advisors. Set expiring links, watermark downloads, require passwords, and revoke access instantly.
Stakeholder Relationship Management
Track conversations with investors, audit firms, legal advisors, and service providers. Maintain complete activity history for everything.
Ongoing
1 . List View
2. Task Details
Overall Advancements
Completed
Complete Audit Trail & Analytics
See exactly who viewed which document, when they accessed it, and whether they downloaded or shared it.
Activity Logs
Search here...
History
Jhon Doe updated Captable
2 hrs ago
Emily was assigned grant
2 hrs ago
Emily was assigned grant
2 hrs ago
Emily was assigned grant
2 hrs ago
Investor Commitment & Deal Tracking
Record commitments during fundraising, track through closing, and visualize momentum. Turn verbal interest into documented accountability.
One Secure Hub for Every Document
Tabulate brings clarity and control to equity management rom real-time ownership tracking to scenario modeling and DEMAT integration. Stay fully compliant with a complete audit trail and export-ready reports.
Timeline
04
/
12
Stage
Date
Milestone
$ 1,00,00
Pre Seed
$ 5,00,00
Seed
$ 1,00,00,00
Series A
Fundraising Timeline Setup
Track investor conversations from first meeting to term sheet. Organize by stage, log commitments, and maintain complete history of every fundraising interaction.
Permission-Based Document Sharing
Create secure folders for investors, auditors, board members, or advisors. Set expiring links, watermark downloads, require passwords, and revoke access instantly.
Stakeholder Relationship Management
Track conversations with investors, audit firms, legal advisors, and service providers. Maintain complete activity history for everything.
Ongoing
Completed
1 . List View
2. Task Details
Overall Advancements
Complete Audit Trail & Analytics
See exactly who viewed which document, when they accessed it, and whether they downloaded or shared it.
Activity Logs
Search here...
History
Jhon Doe updated Captable
2 hrs ago
Emily was assigned grant
2 hrs ago
Emily was assigned grant
2 hrs ago
Emily was assigned grant
2 hrs ago
Investor Commitment & Deal Tracking
Record commitments during fundraising, track through closing, and visualize momentum. Turn verbal interest into documented accountability.
Timeline
04
/
12
Stage
Date
Milestone
$ 1,00,00
Pre Seed
$ 5,00,00
Seed
$ 1,00,00,00
Series A
Fundraising Timeline Setup
Track investor conversations from first meeting to term sheet. Organize by stage, log commitments, and maintain complete history of every fundraising interaction.
Permission-Based Document Sharing
Create secure folders for investors, auditors, board members, or advisors. Set expiring links, watermark downloads, require passwords, and revoke access instantly.
Stakeholder Relationship Management
Track conversations with investors, audit firms, legal advisors, and service providers. Maintain complete activity history for everything.
Ongoing
Completed
1 . List View
2. Task Details
Overall Advancements
Complete Audit Trail & Analytics
See exactly who viewed which document, when they accessed it, and whether they downloaded or shared it.
Activity Logs
Search here...
History
Jhon Doe updated Captable
2 hrs ago
Emily was assigned grant
2 hrs ago
Emily was assigned grant
2 hrs ago
Emily was assigned grant
2 hrs ago
Investor Commitment & Deal Tracking
Record commitments during fundraising, track through closing, and visualize momentum. Turn verbal interest into documented accountability.
Scattered Documents Equals Zero Control
From day-one equity clarity to multi-stage fundraising modeling—Tabulate gives you full visibility, accuracy, and control.
Sensitive documents shared via email attachments
Cap tables, grant letters, and board minutes sent as email attachments create security risks with no control over forwarding, downloads, or expiration.
Sensitive documents shared via email attachments
Cap tables, grant letters, and board minutes sent as email attachments create security risks with no control over forwarding, downloads, or expiration.
No visibility into document engagement
You share financials with your board and compliance docs with auditors—but have no idea who opened them, who needs follow-up, or what's being shared externally.
No visibility into document engagement
You share financials with your board and compliance docs with auditors—but have no idea who opened them, who needs follow-up, or what's being shared externally.
Version control breaks down fast
When your lawyer has v3, your CFO has v5, and investors reference v2 of the same document, errors become inevitable.
Version control breaks down fast
When your lawyer has v3, your CFO has v5, and investors reference v2 of the same document, errors become inevitable.
Conversations lost in email threads
Investor updates, audit requests, and board communications live in different email threads. Finding critical conversations when you need them is impossible.
Conversations lost in email threads
Investor updates, audit requests, and board communications live in different email threads. Finding critical conversations when you need them is impossible.
Tabulate brings clarity and control to equity management rom real-time ownership tracking to scenario modeling and DEMAT integration. Stay fully compliant with a complete audit trail and export-ready reports.
One Secure Hub for Every Document
Timeline
04
/
12
Stage
Date
Milestone
$ 1,00,00
Pre Seed
$ 5,00,00
Seed
$ 1,00,00,00
Series A
Fundraising Timeline Setup
Track investor conversations from first meeting to term sheet. Organize by stage, log commitments, and maintain complete history of every fundraising interaction.
Permission-Based Document Sharing
Create secure folders for investors, auditors, board members, or advisors. Set expiring links, watermark downloads, require passwords, and revoke access instantly.
Stakeholder Relationship Management
Track conversations with investors, audit firms, legal advisors, and service providers. Maintain complete activity history for everything.
Ongoing
1 . List View
2. Task Details
Overall Advancements
Completed
Complete Audit Trail & Analytics
See exactly who viewed which document, when they accessed it, and whether they downloaded or shared it.
Activity Logs
Search here...
History
Jhon Doe updated Captable
2 hrs ago
Emily was assigned grant
2 hrs ago
Emily was assigned grant
2 hrs ago
Emily was assigned grant
2 hrs ago
Investor Commitment & Deal Tracking
Record commitments during fundraising, track through closing, and visualize momentum. Turn verbal interest into documented accountability.
Timeline
04
/
12
Stage
Date
Milestone
$ 1,00,00
Pre Seed
$ 5,00,00
Seed
$ 1,00,00,00
Series A
Fundraising Timeline Setup
Track investor conversations from first meeting to term sheet. Organize by stage, log commitments, and maintain complete history of every fundraising interaction.
Permission-Based Document Sharing
Create secure folders for investors, auditors, board members, or advisors. Set expiring links, watermark downloads, require passwords, and revoke access instantly.
Stakeholder Relationship Management
Track conversations with investors, audit firms, legal advisors, and service providers. Maintain complete activity history for everything.
Ongoing
1 . List View
2. Task Details
Overall Advancements
Completed
Complete Audit Trail & Analytics
See exactly who viewed which document, when they accessed it, and whether they downloaded or shared it.
Activity Logs
Search here...
History
Jhon Doe updated Captable
2 hrs ago
Emily was assigned grant
2 hrs ago
Emily was assigned grant
2 hrs ago
Emily was assigned grant
2 hrs ago
Investor Commitment & Deal Tracking
Record commitments during fundraising, track through closing, and visualize momentum. Turn verbal interest into documented accountability.
Unified with the Tabulate OS
Your data room connects to your cap table, ESOP management, and investor dashboards—automatically share updated reports without re-uploading files.
Try Tabulate Free
Unified with the Tabulate OS
Your data room connects to your cap table, ESOP management, and investor dashboards—automatically share updated reports without re-uploading files.
Try Tabulate Free
Unified with the Tabulate OS
Your data room connects to your cap table, ESOP management, and investor dashboards—automatically share updated reports without re-uploading files.
Try Tabulate Free
Full stack Captable, ESOP and Equity compliance platform.
© Copyright 2025, All Rights Reserved by Fincentiv Solutions Private Limited.
Full stack Captable, ESOP and Equity compliance platform.
© Copyright 2025, All Rights Reserved by Fincentiv Solutions Private Limited.
Full stack Captable, ESOP and Equity compliance platform.
© Copyright 2025, All Rights Reserved by Fincentiv Solutions Private Limited.