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Mantle

Mantle

Equity and 409A management for startups

Manage cap tables and 409A valuations

FinanceEfficiency tools Equity Management409A ValuationStartupsAI TechnologyData Export
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Highlights

Equity structure and cap table management
Compliant annual 409A valuations
AI document processing
Unlimited shareholder support with flat-rate pricing
Industry-standard Open Cap Table export

What you can do with it

  • Tracking and managing company equity structure
  • Running annual 409A valuations
  • Exporting cap table data in a standard format

How to use it

  1. 1 Register an account on the Mantle site.
  2. 2 Select a suitable plan and fill in company information.
  3. 3 Upload shareholder and company documents for processing.
  4. 4 Manage equity structure and run 409A valuations.
  5. 5 Export data in Open Cap Table format when needed.

Who it is for

Startup founders managing equity for the first timeCFOs and finance teams handling cap tablesGrowth-stage companies preparing for fundraising or audits

Pros

  • Combines cap table and 409A work in one platform
  • AI document processing for imported files
  • One-month free trial
  • Flat-rate pricing supports unlimited shareholders

Limitations

  • Paid platform beyond the one-month trial
  • Equity and valuation decisions still need professional review
  • Inaccurate uploads produce inaccurate records
  • Migration from existing spreadsheets takes time and verification

What Mantle is

Mantle is an equity structure management platform designed for startups and growth-stage companies. It helps businesses save on 409A valuations and cap table management costs by offering a user-friendly interface, seamless migration, and ongoing customer support from initial setup onward. Features include seamless equity structure tracking, compliant annual 409A valuations, intelligent document processing with AI, unlimited shareholder support under flat-rate pricing, and industry-standard data export in Open Cap Table format. Mantle suits companies of all sizes and offers a one-month free trial so businesses can fully understand the platform before committing.

What you can do with it

- Track and manage your company's equity structure.

- Keep annual 409A valuations compliant.

- Import and standardize company documents with AI processing.

- Support unlimited shareholders under flat-rate pricing.

- Export equity data in the Open Cap Table format.

Who it is for

- Startup founders managing equity for the first time.

- CFOs and finance teams handling cap tables and valuations.

- Growth-stage companies preparing for fundraising or audits.

- Companies of any size that want one place for equity records.

What to watch out for

Mantle is a paid platform beyond the one-month trial, so budget for a subscription before the trial ends. The platform organizes and processes documents, but 409A valuations and equity decisions still need review by qualified professionals, and inaccurate uploads will produce inaccurate records that are worse than none. Migration from existing spreadsheets or another system takes care, so plan time to verify data after import rather than trusting the first sync. Check current pricing and export compatibility with your investors' requirements before committing. Features and interface details may change between versions, so review the latest notes on the page before you start.

FAQ

What is Mantle?

It is an equity structure management platform designed for startups and growth-stage companies, helping with cap tables and 409A valuations.

Is there a free trial?

Yes. The site says Mantle offers a one-month free trial so businesses can understand the platform before committing.

Can it support many shareholders?

The site says flat-rate pricing supports unlimited shareholders, which helps as a business expands.

How does data export work?

The site says it supports one-click export in the Open Cap Table format to improve data interoperability.

Why it is free

What the official page says: free trial

Free limits, trial length and features are decided by the official site and can change at any time.

Product preview

Mantle product screenshot

Screenshot archived from the listing page, for preview only.

Mantle

Easily manage your equity structure and 409A valuations with Mantle.

Visit official site →

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