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 new cap table customers. 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 companies 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.

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.

FAQs for Existing Cap Table Customers

FAQs about Migration to Other Providers

FAQs about other topics

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.

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