BUILT AROUND HOW LBOs ACTUALLY RUN
Kapitable is built around the processes investment teams, executives and legal advisers actually run. We understand that LBO ownership is complex by nature — the goal is not to simplify the work that matters, but to remove the unnecessary operational burden around it.
WHERE TO START?
Whether you are preparing a new LBO or managing an existing structure, Kapitable meets you where you are. Build the ownership and identity data you need from day one, or reconstruct what already exists — then use the same foundation for every transaction that follows.
PRE-CLOSING / NEW LBO
Preparing a new LBO
Build the ownership structure from the outset and onboard shareholders ahead of closing. Companies, securities, participants and KYC become the foundation for the transactions and ownership changes that follow.
Set up the structure
Companies, security classes, shareholders and initial ownership.
Onboard participants
Launch KYC workflows and track completion across the population.
Start with reliable data
Start with structured data that can be reused as the LBO evolves.
EXISTING LBO
Already managing an LBO
Start from the structure you already operate. Reconstruct its ownership history, consolidate shareholder and KYC data, and create a reliable foundation for the next manager entry, exit, transfer or reinvestment.
Rebuild ownership history
Turn historical transactions and their supporting documents into a structured, traceable record.
Consolidate shareholder data
Bring existing shareholder information together and identify KYC that needs to be collected or refreshed.
Run the next ownership change
Use the existing structure and history instead of rebuilding them for every new transaction.
01 — ONBOARD PARTICIPANTS
Add shareholders individually or in bulk and give each participant access to a dedicated portal. Kapitable guides them through the information and KYC documents you require, while your team follows progress from a single view.
See who has completed their KYC, who is still in progress and where something is missing — without rebuilding status from inboxes or separate trackers.
Add participants
Invite
Collect KYC
Review
Validate
FOR YOUR TEAM
One place to monitor progress, identify blockers and follow up.
FOR PARTICIPANTS
One clear portal for the information, documents and actions expected from them.
02 — REBUILD THE HISTORY
An existing LBO may come with years of transactions and ownership changes documented across legal records. Kapitable uses AI to turn that history into structured ownership data, dramatically reducing the work required to reconstruct every movement.
WITH OUR HELP
Let us help reconstruct the history
Share the cap tables, registers, transaction bibles and legal documents you already have. As part of onboarding, we help structure the existing ownership history so your team can start from a reliable foundation.
IN THE PRODUCT
Or reconstruct it directly in Kapitable
Use AI-assisted extraction to identify companies, shareholders, security classes and ownership movements from existing documents. Review and validate before adding it to your records.
Legal documents
↓
Events
↓
Ownership transactions
↓
Cap table(s)
Every movement traces back to its source.
Each ownership movement is linked to the transaction that created it and the supporting legal documents behind it. The result is a traceable history from incorporation to today — making it easier to identify missing movements or inconsistencies with your existing records.
Something does not reconcile?
Trace the movement back to the transaction and its supporting documents.
03 — LAUNCH A NEW TRANSACTION PROCESS
Take a typical post-closing build-up scenario. 35 new managers are joining two ManCos that already hold shares in the BidCo. Their entry is structured through transfers of ordinary shares from reserves held by the institutional investors and set aside for future managers as part of the original deal.
Different shareholders, companies and ownership movements are involved — but the 35 managers can be onboarded and executed as one coordinated process.
ILLUSTRATIVE POST-CLOSING BUILD-UP
WAVE 1 · 35 NEW MANAGERS
ManCo I
Ordinary Share Transfer
INSTITUTIONAL INVESTORS → NEW MANAGERS
ManCo II
Ordinary Share Transfer
INSTITUTIONAL INVESTORS → NEW MANAGERS
ONE COORDINATED PROCESS
Participants → Documents → Signature → Payment tracking → Completion
THE TRANSACTION PROCESS IN DETAIL
01
Add the incoming shareholders
Add managers individually or in bulk and reuse existing participant records where applicable.
02
Set up the ownership movements
Define the transfers, subscriptions or other ownership movements using the companies, security classes and positions already recorded in Kapitable.
03
Define the workflow
Choose the sequence participants need to follow, including when documents are signed and when payment or payment evidence is required.
04
Prepare the documents
Upload your own document templates or use available standard forms. Generate each document directly from the transaction and participant data already in Kapitable.
05
Review before launch
Preview generated documents, make any required adjustments and validate the package before sending it for signature.
06
Launch and monitor
Launch the process, collect proof of payment or bank information, send documents for e-signature and follow every participant from the same operational view.
35 managers. 35 individual journeys. One process to coordinate them all.
FROM EXECUTION TO OWNERSHIP
Once a transaction is completed, its ownership movements update the relevant cap tables and registers while remaining connected to the participants, documents, signatures and payments that produced them. The result is an ownership history you can trace back to every transaction.
TRANSACTION IN PROGRESS
35 manager journeys
KYC · Documents · eSignatures · Payments
TRANSACTIONS COMPLETED
OWNERSHIP UPDATED
Updated cap tables
Updated registers
Transaction history
Supporting documents
Audit trail
The record is the outcome of the process — not another reconciliation task waiting for someone afterwards.
SEE IT ON YOUR OWN STRUCTURE
Bring us the structure of your next LBO, build-up or management ownership change. We’ll walk through how the companies, participants, transactions and documents you actually work with would run through Kapitable.
