Solutions
Optimized Fundraising Instruments
Fundraising doesn’t have to be overwhelming. Thanks to CapQuest and our comprehensive suite of financial tools, you can choose the one that suits your needs, simplify complex deals, and keep your capital structure optimized.
Tools you need, clarity you wantOur financial tools provide a robust solution for managing a diverse range of financial instruments. From equity and debt to convertible notes and SAFEs, we have you covered.
Share Class Management With CapQuest, your most valuable asset is in safe hands: efficiently manage multiple share classes, track ownership changes, and calculate complex dividend distributions. Ensure accurate record-keeping and avoid costly errors.

SAFE ManagementKeep your SAFEs straightforward: set your terms, and we’ll track caps, discounts, and help you manage conversions with ease.

Convertible ManagementTake the stress out of convertible debt: track interest accruals, manage and set your terms, and calculate conversions and their impact effortlessly.

Venture Debt ManagementKeep venture debt under control: stay on top of repayment schedules, ensure compliance, and strengthen lender relationships.

Why you’ll love CapQuestJoin the growing number of companies who trust CapQuest for their ESOP, Cap Table and ownership management
Effortless Grant CreationSet up and manage grants in minutes with intuitive workflows.
Automated CalculationsEliminate errors with automated vesting schedules and equity calculations.
Easy Employee OnboardingStreamline the grant acceptance process for a positive employee experience.
Get control of your Cap Table
Easy & fast onboarding
Dedicated account manager
Free migration

