Findex

Cap Table

Your cap table, always current

Track ownership and keep your shareholder register in sync. One source of truth for your company's ownership structure.

Your cap table lives in a spreadsheet. So does the error.

Manual errors

One wrong formula and ownership percentages are off. Nobody notices until the next funding round.

Version conflicts

Your cap table, your lawyer's copy, and your CFO's export are three different documents.

No single source

Every share issuance, option grant, or transfer requires a manual edit across multiple files.

Ownership

One number everyone trusts

Spreadsheets create disagreements. A cap table everyone can access — investors, founders, legal — removes the back-and-forth on ownership questions.

Always current

Synced from your share ledger

Connect your existing share ledger once. Issuances, transfers, and option grants flow into Findex automatically — your cap table reflects reality without manual edits.

Cap Table

What you get

Full visibility into who owns what — founder shares, ESOP pools, and every investor round in a single view.

  • Ownership registry

    Full visibility into who owns what — founder shares, ESOP pools, and every investor round in a single view.

  • Shareholder management

    Invite shareholders directly into Findex and keep a clean, up-to-date list of everyone on the cap table.

  • Share ledger sync

    Connect your share ledger and let updates flow into Findex automatically — no manual edits, no reconciliation.

  • Real-time accuracy

    Every update reflects immediately. No version-controlled spreadsheets, no reconciliation errors between parties.

The result? One source of truth, fewer questions, a full audit trail.

Book a demo

One

Source of truth

Cap table, documents, and updates in a single place. No version conflicts, no reconciliation errors between legal, finance, and your investors.

100%

Of activity logged

Every document access, cap table change, and investor update captured in an immutable audit trail — ready for due diligence or compliance.

Fewer

Inbound questions

Investors with a live view of their stake and clear updates ask fewer one-off questions — freeing you to focus on building, not answering.

Social Proof

Trusted by companies and partners

How companies and partners use Findex to manage shareholders and investor relations.

“Our partnership with Findex solves a real pain for our customers and their 200,000 shareholders.”
JC
Johan Christensen
CEO, Nordiska Värdepappersregistret (NVR)
Read all case studies

Integrations

Your invite turns into their full financial picture.

Invite your cap table once. Every shareholder gets a full portfolio tracking account — your holdings pre-loaded, their banks and brokers connected alongside.

Avanza
Carnegie
Carta
Danske Bank
Handelsbanken
Lysa
Avanza
Carnegie
Carta
Danske Bank
Handelsbanken
Lysa
Avanza
Carnegie
Carta
Danske Bank
Handelsbanken
Lysa
Avanza
Carnegie
Carta
Danske Bank
Handelsbanken
Lysa
Avanza
Carnegie
Carta
Danske Bank
Handelsbanken
Lysa
Avanza
Carnegie
Carta
Danske Bank
Handelsbanken
Lysa
NVR (Nordiska Värdepappersregistret)
Nordea
Nordnet
SEB
Swedbank
Söderberg & Partners
NVR (Nordiska Värdepappersregistret)
Nordea
Nordnet
SEB
Swedbank
Söderberg & Partners
NVR (Nordiska Värdepappersregistret)
Nordea
Nordnet
SEB
Swedbank
Söderberg & Partners
NVR (Nordiska Värdepappersregistret)
Nordea
Nordnet
SEB
Swedbank
Söderberg & Partners
NVR (Nordiska Värdepappersregistret)
Nordea
Nordnet
SEB
Swedbank
Söderberg & Partners
NVR (Nordiska Värdepappersregistret)
Nordea
Nordnet
SEB
Swedbank
Söderberg & Partners

Get started

From spreadsheets to a live investor portal in one afternoon

Set up your company, import your cap table, and give every shareholder a real-time view.

Book a demo
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FAQ

Got questions about Findex?

Can't find what you're looking for? Visit our full FAQ page for more in-depth answers.

Full FAQ

Get your cap table under control

Book a demo and we'll show you how Findex can save you time and elevate your shareholder experience.

  • White-glove onboarding for your team
  • Branded investor portal in under 48 hours
  • No setup fees — pay only when you scale