Getting Started with Mantle Equity

Hands-off setup

Whether you're on Mantle's Starter, Essentials, or Growth plan, our self-serve and white-glove onboarding options offer fast, stress-free cap table setup.

1-5 business days

Once your company documents are uploaded, your cap table will be set up in a matter of days (or minutes).

Fast, hands-on support

If you need additional support along the way, our team is ready to answer any questions that may come up.

Here's what to expect

See why founders are choosing Mantle

  1. Create your company's account
  2. Upload documents to the Data Room Requested document list
  3. Start building your cap table
    For paid plan customers, notify our team once all documents have been uploaded, and we'll begin building out your cap table.
  4. Review your cap table draft Once your cap table draft is set up, you'll be able to review and fill in any gaps.
  5. Publish your cap table Once finalized, your cap table will be published on Mantle. Use our Help Center guides to walk you through managing and maintaining your cap table. Visit Mantle's Help Center

Questions & Answers

How can I get my cap table into Mantle?

How long does onboarding usually take?

Can you migrate me from another cap table platform?

What does Mantle need from my lawyer or finance team?

Is Mantle's free plan really free? What happens when I outgrow the free plan?

Who can access my cap table once it's set up?

Getting started is simple

Fast-track your path to success. Register today.

Schedule a demo

Start for free