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Mantle

Streamlined cap table management for founders, operators, and law firms.
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About:

Mantle is a next-generation equity management platform that helps founders, operators, and law firms track and manage company ownership.

Best fit for:

Employee Count: 1-500+

Location: United States and Canada

Industries: Industry Agnostic (Most used among tech/software companies)

Job Titles: Founder, CEO, CFO, Head of HR, General Counsel, Finance Director

Key Features:

  • Cap Table Management: Maintain a complete record of your company's cap table with real-time updates and automated tie outs.
  • Equity Plan Administration: Manage stock options, issue grants, and track vesting schedules alongside powerful planning tools.
  • Board and Stakeholder Management: Streamline board approvals and stakeholder communications with automated workflows and built in DocuSign.
  • Scenario Modeling: Upload a term sheet to generate a pro forma cap table in seconds or assess the impact of in-flight drafts in one click.
  • Industry-Standard Reporting: Generate a comprehensive cap table export using the Open Cap Table Format (OCX).
  • Liquidity Solutions: Sync real-time cap table data to Nasdaq Private Market to enable secondary transactions and tender offers for private company shares.
  • SOC 2 Type II Compliant: Mantle complies with SOC 2 standards and follows security guidelines established by the American Institute of CPAs (AICPA).

Company Summary

Mantle is a company that creates software to help businesses manage their investments and financial information more easily. They use advanced technology to make tasks like tracking investments and handling financial documents simpler and more efficient.

Price Estimate

Mantle offers various pricing plans tailored to different business needs. For specific pricing details, you can visit their website or contact them directly.

Who is Mantle for?

Mantle is designed for businesses of various sizes, from small startups to large enterprises. It’s especially useful for:

  • Company Size: Small startups to large enterprises.
  • Job Titles: Founders, CEOs, CFOs, Investment Managers, Accountants.
  • Industries: Technology, Finance, Accounting, Investment Management, Private Equity.

Features, Functionalities, and Benefits

  • Investment Management: Mantle provides tools to help businesses track and manage their investments efficiently.
  • Financial Document Handling: The software can automatically collect and organize financial documents, reducing manual work.
  • AI-Powered Data Extraction: Mantle uses artificial intelligence to extract important information from large documents, making it easier to find key details.
  • Cap Table Management: The platform offers features to manage company ownership structures, which is crucial for businesses with multiple investors.
  • Integration with Other Platforms: Mantle can connect with other financial platforms to streamline workflows and improve efficiency.

Use Cases

Companies use Mantle for:

  • Managing Private Investments: Businesses can track and manage their private and alternative investments in one place.
  • Automating Financial Document Processing: Mantle automates the collection and organization of financial documents, reducing manual work.
  • Simplifying Equity Management: The platform helps companies manage their ownership structures and equity distribution efficiently.
  • Facilitating Liquidity Programs: Mantle assists businesses in structuring and managing liquidity programs for their shareholders.

Who Are Their Best Customers?

Mantle serves a variety of clients, including:

  • Pension Funds: Large pension funds use Mantle to manage their diverse investment portfolios efficiently.
  • University Endowments: Educational institutions utilize Mantle to oversee and optimize their endowment investments.
  • Family Offices: Private family investment firms rely on Mantle for streamlined management of their assets.

What Makes Mantle Different?

Mantle stands out by combining advanced technology with user-friendly design to simplify complex financial management tasks. Their focus on automation and integration helps businesses save time and reduce errors in managing investments and financial documents.

Legal Info:

For more information on Mantle’s legal policies, you can visit their website and navigate to the Privacy Policy and Terms of Service sections.

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Mantle - Private Assets. Modern Solutions.08:02

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