# 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  
  [Watch](https://www.loom.com/share/acf57cbdbbf041d7889d888633702c98?t=17&sid=cc8e4bd4-b346-484b-896f-fa6de536b354)
- Timeline View  
  [Watch](https://www.loom.com/share/acf57cbdbbf041d7889d888633702c98?t=43&sid=29f32c9c-a996-49e7-a821-d70332d8537b)
- Equity plan administration  
  [Watch](https://www.loom.com/share/acf57cbdbbf041d7889d888633702c98?t=147&sid=d73954ae-839f-4428-b3de-b26293f3a48a)
- Custom vesting schedules  
  [Watch](https://www.loom.com/share/acf57cbdbbf041d7889d888633702c98?t=197&sid=49015999-6278-4301-b139-0931c0370e85)
- Built-in Docusign  
  [Watch](https://www.loom.com/share/acf57cbdbbf041d7889d888633702c98?t=224&sid=842153a2-3403-4215-8d45-dee492aff249)
- Term Sheet Modeller  
  [Watch](https://www.loom.com/share/acf57cbdbbf041d7889d888633702c98?t=283&sid=e7ad1424-ca93-45db-b81f-4032eea2f326)
- Export cap table  
  [Watch](https://blog.withmantle.com/a-guide-to-open-cap-table-format/)
- Point-in-time cap table export  
  [Watch](https://www.loom.com/share/acf57cbdbbf041d7889d888633702c98?t=340&sid=d57c787a-4b99-4d82-80c4-78f1e3419980)

### 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
  
### Contact us

### ISO/NSO Split calculations
- Coming soon

### Security & Compliance
- AICPA SOC 2 Type II Compliant  
  [View](/content/security/index.html)

## 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  
  [Watch](/content/resources/getting-started-with-mantle-equity/index.html)
- Template Assist  
  [Watch](https://www.loom.com/share/acf57cbdbbf041d7889d888633702c98?t=209&sid=2231b2a8-f3e0-4830-a2bb-643e5d063cbb)
- Document management  
- Data Room

## Integrations

- Supported:
  - Nasdaq Private Market SecondMarket™  
  [View](/content/solutions/liquidity/index.html)
  - Rippling  
  [View](/content/solutions/liquidity/index.html)

## 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  
  [Visit](/content/help/index.html)

#### Refer your clients to Mantle today

[See a demo](/content/demo/index.html)  
[Contact our team](/content/contact/index.html)

### Mantle Equity

#### Features
- [409A Valuations](/content/409a/index.html)
- [Collaborate](/content/collaborate/index.html)
- [Planning](/content/planning/index.html)
- [Liquidity](/content/solutions/liquidity/index.html)
- [SAFEs](/content/safes/index.html)
- [QSBS](/content/qsbs/index.html)
- [AI](/content/ai-for-founders/index.html)
  
### Resources
- [Accelerator Partner Program](/content/accelerator-partner-program/index.html)
- [Getting Started with Mantle](/content/getting-started-with-mantle-equity/index.html)
- [Spreadsheet Grader](https://equity.withmantle.com/tools/grade-my-spreadsheet)
- [Explore the Platform](https://equity.withmantle.com/callback?email=demo.company%40withmantle.com)
- [Founder Education](https://blog.withmantle.com/category/founder-education/)
- [Round Calculator](https://equity.withmantle.com/tools/round-calculator)
- [US Incorporation](/content/us-incorporation-for-canadians/index.html)
- [Documentation](/content/docs/overview/index.html)
- [Founder AMA](/content/ama/index.html)
- [Contact us](/content/contact/index.html)

### Compare
- [vs Carta](/content/mantle-vs-carta/index.html)
- [vs Pulley](/content/mantle-vs-pulley/index.html)

### Pricing
[Pricing](/content/pricing/index.html)

### Mantle Portal

#### Features
- [Portfolio Company Highlights](https://blog.withmantle.com/portfolio-company-highlights/)
- [Document Notifications](https://blog.withmantle.com/mantle-portal-daily-document-notifications/)
- [Document Tracking](https://blog.withmantle.com/document-tracking/)
- [Public Investments](https://blog.withmantle.com/private-public-unified-portfolio-management/)
- [SOI & Lookthrough](https://blog.withmantle.com/introducing-soi-and-look-through/)
- [AI Assistant](https://blog.withmantle.com/ai-investor-reporting-for-lps/)
- [Insights](/content/portal-insights/index.html)
- [AI](/content/portal-ai-automation/index.html)

### Resources
- [Family Office Guide to AI](/content/family-office-guide-to-ai/index.html)
- [State Boards Guide to AI](/content/state-investment-board-guide-to-ai/index.html)
- [Contact us](/content/contact/index.html)

### Company
- Resources  
- [Help & Support](/content/help/index.html)
- [Feedback](/content/feedback/index.html)
- [Security](/content/security/index.html)

### Mantle
- [2025 Year in Review](https://a-withmantle.vev.site/mantle-2025-review)
- [Case Studies](/content/case-studies/case-studies/index.html)
- [About us](/content/company/index.html)
- [Events](https://luma.com/withmantle)
- [Blog](https://blog.withmantle.com/)  
  
### AICPA
- SOC2

- Google Cloud Partner