THE PLATFORM
Kapitable holds participant identities, ownership structures, transactions and workflows as one connected system. Explore each layer — what it covers, how it connects, and what it deliberately leaves out.
LAYER 01 · CAPITAL STRUCTURE
Build the structure behind the LBO
Create every company in the LBO and organise them into one connected structure — from the BidCo to management vehicles, with the shareholder categories and security classes defined for each entity.
Companies
Create and manage every company that forms part of the LBO.
LBO hierarchy
Map how entities relate to one another across the group structure.
Security classes
Set up the shares and other security classes issued by each company.
Shareholder categories
Define the categories used to organise managers, financial investors and other participants.
LAYER 02 · IDENTITY
One participant. One identity. Across the entire LBO.
Each manager, shareholder, financial partner or legal entity has a single identity shared across the LBO structure — keeping information and documents consistent across entities, transactions and processes.
Shareholders
Individuals and legal entities, managed once across the entire LBO.
KYC & workflows
Launch processes at scale and track what is complete, pending or missing.
Participant portal
A dedicated space to provide information, upload documents and sign.
Bulk import
Bring your existing participant data into Kapitable at once, with our team there to support you.
LAYER 03 · TRANSACTION
One transaction. Every participant. End to end.
Set up the transaction once, launch the process across all participants and track progress from one place — from subscription details and document generation to signatures and payment collection.
Set up each transaction once and run it across every participant — coordinating subscription details, documents, e-signatures and payment requests while tracking progress in real time.
Subscription processes
The wave itself. Launch and manage the entire subscription process across all participants.
Document generation
Generate transaction documents from participant and transaction data.
E-Signatures
Collect signatures and track completion across every participant.
Payments
Request payments and track funds against each subscription.
LAYER 04 · CAP TABLE
Know who owns what — at any point in time
Track ownership across every company in the LBO, with every change tied to its transaction and supporting legal documents. Rebuild historical ownership faster with AI, then keep cap tables automatically updated as new transactions are completed.
Ownership
See who owns what, at what percentage and at any point in time.
AI-powered history rebuild
Import existing data and reconstruct historical ownership faster with AI.
Audit trail
Trace every ownership change back to its transaction and supporting legal documents.
Automatic updates
Update cap tables automatically as transactions are completed in Kapitable.
BOUNDARIES
A standalone cap table or employee equity tool
Kapitable is built for ownership across LBO structures and management packages — not single-company cap tables or standalone employee equity plans.
Fund administration or accounting
Kapitable does not keep the fund’s books, value its portfolio or manage fund accounting.
Legal, tax, accounting or investment advice
Kapitable provides software to structure, execute and document your processes. It does not provide legal, tax, accounting or investment advice, or make decisions on your behalf.
AI-POWERED AUTOMATION
DETECTS
Companies & shareholders
Identify companies and participants without recreating every record by hand.
STRUCTURES
Securities & ownership
Extract security classes, holdings and transaction data directly into your ownership structure.
REBUILDS
Ownership history
Turn years of documents and transactions into a structured, traceable ownership history.
NEVER ACTS ALONE
Human validation
AI prepares the data. Your team reviews it before it becomes part of the ownership record.
GET STARTED
Bring us your LBO structure and your next transaction. We’ll walk through how Kapitable handles your companies, participants, subscriptions and documents you actually work with.
