Mantle
Mantle · Business
Mantle is an AI-assisted cap table platform for startups. Mantle Equity helps founders issue and sign securities, model rounds, and turn legal documents into an audit-ready cap table.
About Mantle
What Is Mantle
Mantle is cap table software built for startups, split into two main products. Mantle Equity handles ownership records, so a founder can issue and sign securities, track SAFEs, options, and preferred shares, and model how a new round changes everyone's stake. Mantle Portal is the investor-facing side, where backers see their own holdings.
The company's pitch is simple: cap table work should run in the background while founders build. It leans on AI for the tedious parts. Clerk, a built-in assistant, reads SAFEs, term sheets, and board resolutions, answers equity questions in plain English, and drafts the paperwork a law firm would usually bill for. Mantle also links every extracted number back to its source document, so a founder can prove a figure without digging through a folder of PDFs.
There are real limits. Mantle is aimed at venture-backed startups and their counsel, not public companies or complex enterprises. The Growth+ tier does add equity administration and tax reporting. Pricing scales by feature tier rather than headcount, but the upper tiers are still a real annual cost. And AI extraction is a starting point, not a substitute for review: a lawyer or operator still checks the output before it counts.
Getting Started
- Sign up for the free Starter plan at Mantle Equity and set up the basic company profile.
- Add stakeholders, then invite counsel or other collaborators without worrying about per-seat fees.
- Drag in your SAFEs, notes, term sheets, and board resolutions so Mantle's AI reads and classifies them.
- Review the extracted values, confirming each one against the source document the platform links to.
- Issue grants and board actions with digital signatures, then model future rounds with the scenario tools.
Product Information
A quick look at Mantle's pricing, supported platforms, and performance.
Best for
The users, tasks, and scenarios where this tool fits best.
Users
- First-time founders new to startup equity management
- Growth-stage founders with a crowded cap table
- Operations staff who keep records clean
- Law firms and counsel
Tasks
- Issuing and signing securities
- Converting documents into data
- Modelling rounds and dilution
- Tracking stakeholder equity
Scenarios
- An early-stage startup setting up its first equity plan
- A company preparing for a priced round
- A team with a decade of history and multiple share classes
Key features
AI document extraction
Mantle reads, classifies, and pulls key values from the documents you upload, including SAFEs, notes, term sheets, articles of incorporation, and board resolutions. What used to take weeks of manual data entry becomes a quick review pass, and the platform links every extracted value back to its source file so any number can be proved on demand.
Mantle Clerk, the built-in AI assistant
Clerk lives inside the cap table and is included in every plan, with no add-ons. Founders ask it about option math, SAFE conversion logic, vesting schedules, and pro-rata rights, and get plain-English answers instead of billable hours. It also drafts grant notices, board consent packages, and vesting schedules, and it cleans up messy inherited records.
Cap table management and issuance
Mantle handles SAFE management, convertible notes, option grants, warrants, RSAs, preferred stock, and more in one place. You can issue and sign securities with digital signatures, execute board actions, and let employees exercise options inside the platform, so equity paperwork does not leave the tool.
Scenario modelling and fundraise planning
The planning tools model rounds, dilution, and option pools on top of the real-time cap table. A free round calculator shows how a raise moves ownership, and founders can test trade-offs before a term sheet is signed rather than discovering the impact afterward.
Stakeholder collaboration
Every employee, advisor, investor, and law firm gets tailored access without per-seat pricing, which sets Mantle apart from tools that charge by user. Founders see the full picture, stakeholders track their own equity, and counsel can export an OCF-native cap table, all from one source of truth.
Compliance and valuations
The higher tiers add annual 409A valuations, SOC 2 Type 2 report access, ISO and NSO reporting, and in-platform option exercising. The Growth+ tier covers equity administration, ASC 718, QSBS attestation in the US, and CCPC reporting in Canada, which matters as a company scales past early stage.
Pros and cons
Pros
- The free Starter plan covers SAFEs, vesting, and scenario modelling, so early-stage startups can keep clean records at no cost.
- Unlimited stakeholders with no per-seat fees means adding employees, advisors, and investors does not raise the bill.
- AI extraction links every value to its source document, so you can prove any number to an investor or lawyer instantly.
- Clerk is included in every plan and drafts the paperwork a lawyer would otherwise bill for, which saves both time and fees.
Cons
- AI extraction still needs a human review pass, so it speeds up data entry rather than replacing legal judgment.
- Public pricing stops at the Growth tier; Growth+ and enterprise work are quoted on request, so costs are unclear upfront.
- Mantle is built for venture-backed startups, not public companies or large enterprises, which limits it for later-stage firms.
- Some capabilities, such as annual 409A valuations and SOC 2 report access, sit behind the higher-priced tiers.
Frequently asked questions
Mantle is used to manage a startup's cap table. Founders issue and sign securities, track SAFEs and option grants, model dilution, and keep ownership records audit-ready, with AI handling document extraction and routine equity questions.
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