Platform Features for Law Firms

All the tools you need to help your clients scale with none of the bloat.

Cap table Management

Features

  • Cap table management
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  • Timeline View
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  • Equity plan administration
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  • Custom vesting schedules
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  • Built-in Docusign
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  • Term Sheet Modeller
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  • Export cap table
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  • Point-in-time cap table export
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Multi-currency

  • USD, CAD

Security Types Supported

  • Shares
  • Options
  • Convertible instruments
  • Warrants
  • RSAs
  • RSUs

Transactions

  • Issuance of Securities
  • Exercise of Options & Warrants
  • Repurchase of Shares/Stock & RSAs
  • Conversion of SAFEs & Convertible Notes
  • Conversion of Shares/Stock
  • Stock/share split

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ISO/NSO Split calculations

  • Coming soon

Security & Compliance

  • AICPA SOC 2 Type II Compliant
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Client & Stakeholder Interaction

  • Client management
  • Client portfolio dashboard
  • Law firm access
  • Stakeholder access
  • View holdings
  • Option grant signing flows
  • In-platform exercise flows

Setup & Onboarding

  • Account
  • White-Glove Onboarding
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  • Template Assist
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  • Document management
  • Data Room

Integrations

  • Supported:
    • Nasdaq Private Market SecondMarket™
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    • Rippling
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Pricing

  • By plan
    • Unlimited stakeholders
    • Mantle for Companies - Essentials
      • $1,200/yr
    • Mantle for Companies - Growth
      • $3,000/yr
    • Law Firm tie-out mode
      • Contact us

Support

  • Law firm Support
    • Live support for law firm users
  • Company support
    • Tierd priority support
  • Help center
  • Help documentation
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Refer your clients to Mantle today

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Mantle Equity

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Pricing

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Mantle Portal

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Mantle

AICPA

  • SOC2

  • Google Cloud Partner