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We are revising our cap table product to integrate Roll Up Vehicles and Consolidation Vehicles at the atomic level. We believe these vehicles are important enough to be a fundamental component of cap tables. In practice, this means every investor below a threshold will join an RUV or CV on the cap table. Founders tell us these vehicles are critical for fast financings and acquisitions, which is good for all investors of all sizes. **This new offering will be the only option for any new cap table customer. ** Current customers can choose to stay on the existing version and everything will continue working as before, with no changes in software, support, or pricing If existing customers who are using the existing standalone cap table product wish to move to another provider — since we’re no longer building new features for the old version — we have made it easy to move to other providers of cap table software, including J.P. Morgan and Pulley.

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No impact on Roll Up Vehicles

This announcement will not impact fundraising tools or Roll Up Vehicles, which will continue to function as normal. As always, we will continue to offer standalone Roll Up Vehicles and standalone Consolidation Vehicles, no matter what cap table provider you use. You can learn more about them at Rollup.com If you would like to migrate, we’ve outlined the next steps on your dashboard, where you can also see a comparison table between J.P. Morgan and Pulley’s offerings. Of course, we support a move to any provider of your choice.

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FAQs for Existing Cap Table Customers

You can do nothing if you want by choosing to stay on the existing version of the product. If you choose to stay on the existing version, everything will continue working as before, with no changes in software, support, or pricing.

If you would prefer to move to another provider since we are no longer building new features for the existing version of the product you can choose to migrate to another provider at any time.

If you would like to learn more about the new offerings, please contact us or indicate your interest above.
We are only offering this new product to customers who are (or will shortly be using) both Consolidation Vehicles and Roll Up Vehicles.You can learn more about Consolidation Vehicles and Roll Up Vehicles on Rollups.comPlease contact team@rollups.com to learn more about the offerings and whether it could be a good fit.
While the existing product will be maintained, our product development will be focused on the new integrated solution.If your needs are best matched by a standalone cap table management vendor, we are providing easy migration paths to other providers. Those products will likely be a better match for your needs and could result in cost savings compared to your current AngelList plan.In the future, you can always purchase Roll Up Vehicles or Consolidation Vehicles regardless of what cap table management software you use.
Everything will continue as usual. We have the same team available to support. Reach out to us at startups@angellist.com
Certainly. We are happy to do so once we confirm that you have accessed & stored your data.Once you have migrated or otherwise no longer need your data, log in to your dashboard and under Settings > Billing, press contact support and request a deletion of your cap table data (or your entire profile).Once any administrator requests this, the data will be deleted and will not be able to be restored.
Your company is eligible to continue using your plan. When it comes time to upgrade or you exceed the quota allocated by your plan, we will reach out with options for you.

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FAQs about Migration to Other Providers

No. You can migrate at any time. Should you decide to migrate to J.P. Morgan, they intend to honor the time left on your subscription to AngelList such that you will not have billing overlap.Many customers may save money by migrating compared to their existing plans, so it would make sense to evaluate your options before your renewal date.Learn more about J.P. Morgan Workplace Solutions, view G2 reviews, read customer testimonials, and request a demo at their dedicated AngelList migration page.
We’ve made it as easy as possible. With JP Morgan Workplace solutions the migration is automated, with your documents automatically porting over and no need for a sales call.With Pulley, you can talk to their team here Pulley.com/angellist and they will provide instructions on how to grant Pulley access to your cap table data. The Pulley team will manage the onboarding of your data.If you decide to migrate to another vendor, we’ve provided a single export file that contains all of your data.
Yes. We are not restricting your choices here. You have access to your cap table data in a simple single report that includes all documents within your reporting center, called the Open Cap Table Data Export, which is available in the dashboard
Your data will become read only, but you’ll maintain access to the reports to be able to migrate elsewhere when you are ready.
J.P. Morgan acquired a business called Global Shares in 2022 and has since rebranded it as J.P. Morgan Workplace Solutions. Global Shares itself was founded in 2005.
J.P. Morgan Workplace Solutions manages cap tables and employee stock plans for some of the world’s most dynamic start-ups and enterprise brands.Their platform is designed to support your company’s growth, from inception through funding rounds, IPO, and beyond. Clients can track investors, manage stock option plans, and model future funding scenarios—all within the Workplace Solutions platform.As a long-standing partner of the venture capital community, they offer a comprehensive suite of software features and services, including:
  • Round modeling, board approvals, participant portal, and more
  • Banking products and services via the Innovation Economy Team
  • Capital markets and advisory services through the Investment Bank
  • Wealth management for founders, their families, and employees
To learn more, see G2 reviews or schedule a demo here.
No, if you have already paid your annual subscription fees to AngelList, you will not need to make an additional payment to J.P. Morgan for the same period. J.P. Morgan will honor all existing payments made to AngelList, ensuring a seamless transition without any additional financial burden. Any changes to the fee structure under J.P. Morgan will be communicated directly to clients. They are committed to competitive pricing and transparency, and clients will be informed well in advance of any updates.Support Contact: For any J.P. Morgan support queries, please reach out to captable.alsupport@jpmorgan.com, and their team will respond or connect you with the appropriate contact.

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FAQs about other topics

Nothing changes. Everything will still work as usual and we are continuing to onboard new customers to AngelList.
If your company has shut down, you likely have no action required. You can have us delete the data if you would like, but investors often like having access to their own documents and portals.
We’re happy to connect you with vendors who can offer standalone 409As. Aranca and Eton Valuation PartnersYou do not need to subscribe to cap table software to be eligible to use a standalone 409A.

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More information about the alternative providers

J.P. Morgan Workplace Solutions: J.P. Morgan Workplace Solutions supports thousands of private and public companies with equity management. Founders who have worked with them specifically highlight their pricing and support.
  • We have a preferred partnership with J.P. Morgan to automate the entire data and document migration process. No sales calls, no manual rebuilding of cap tables, no painful onboarding periods. Cap table and documents transfer automatically once you initiate a migration.
  • J.P. Morgan offers a free plan for companies with 40 stakeholders or fewer.
  • Additionally, eligible customers using both J.P. Morgan Workplace Solutions and J.P. Morgan’s Startup Banking will receive free cap table management services for up to 100 stakeholders for three years.
Pulley: Pulley streamlines equity management for growing companies—from cap tables and 409A valuations to RSUs and compliance. Pulley will support AngelList customers with onboarding assistance. Comparision Table In your dashboard, you will find an comparision table of functionality between J.P. Morgan Workplace Solutions and Pulley as determined from public sources and information from the vendors. Other providers Should you want to move, you are welcome to move to any other provider of your choice as well. We provide a simple Data Export that will help you migrate your cap table in your Reports tab.

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What’s next.

For existing company administrators on AngelList’s cap table product, you can find more information in your dashboard, linked here Looking to launch an RUV or CV? You can get started here. For questions on cap tables, reach out to the team at startups@angellist.com