Always Fundraising-Ready — Without the Scramble.
Cap table modeling and virtual data room in one place. Model dilution, organize your documents, and share a polished data room in 30 seconds — not 3 weeks.
Layered on top of Futureproof Bookkeeping — your financial foundation.
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Cap Table
Virtual Data Room
Financial Statements
12 files
Cap Table & SAFE Notes
6 files
Revenue & Metrics
8 files
Legal Documents
15 files
Fundraising prep shouldn't take weeks
Scattered tools and stale data make you look unprepared when it matters most.
Cap Table Is a Spreadsheet Mess
Your cap table lives in a spreadsheet that no one fully understands. When you model a new round, you’re never sure the dilution math is right. One mistake could cost you millions.
Data Room Takes Weeks to Build
Every time an investor asks for your data room, you spend 2–3 weeks scrambling to organize documents, update financials, and make everything presentable. By then, the moment has passed.
Tools Are Scattered Everywhere
Cap table on Carta. Documents on DocSend. Financials in Google Drive. Metrics in a spreadsheet. Investors get links to five different platforms, none of which tell a cohesive story.
What if your data room was always ready?
The old way
“The cap table spreadsheet might be wrong.”
“We need 2 weeks to get the data room ready.”
“Investors got links to 5 different platforms.”
The Futureproof Way
“Cap table is modeled and always accurate.”
“Data room is live and always current.”
“One link. Everything in one place.”
Cap table and data room, unified
Model your ownership and share your story with investors — all from one platform.
Cap Table Modeling
Model SAFE notes, priced rounds, option pools, and vesting schedules. Visualize ownership across any funding scenario with waterfall analysis.
Virtual Data Room
Your financials, metrics, and documents are always organized and up-to-date.
One-Click Sharing
Share your data room with a secure link. Granular access controls let you decide exactly what each investor sees.
Activity Tracking
See who viewed your data room, which documents they opened, and how long they spent. Know which investors are seriously engaged.
Fundraising-ready in minutes
Set Up Your Cap Table
10 minutesEnter your founders, SAFEs, and option pool. Futureproof builds your cap table and calculates ownership automatically.
Populate Your Data Room
AutomaticAdd your financial statements, metrics, and cap table into your branded data room. Add any additional documents with simple upload.
Share & Track
DoneSend a secure link to investors. Track engagement. Model how proposed terms affect your ownership. Negotiate from knowledge.
How Futureproof compares
| Feature | Carta | DocSend | Futureproof |
|---|---|---|---|
| Cap Table + Data Room | |||
| SAFE Modeling | |||
| Auto-Updated Financials | |||
| Activity Tracking | |||
| Integrated w/ Books | |||
| Startup Pricing | From $$$ | $15/mo | Included |
Cap Table + Data Room
SAFE Modeling
Auto-Updated Financials
Activity Tracking
Integrated w/ Books
Startup Pricing