Dealstack offers a unified operating system for private capital management, automating equity plan administration, cap table tracking, and waterfall calculations. The platform streamlines complex workflows, enhances transparency, and reduces manual effort for private equity firms and their portfolio companies.
Funding
Funding not disclosed
Founders
Product
Problem
Managing private capital operations involves complex workflows for equity plans, cap tables, and waterfall calculations, often relying on fragmented and manual processes. This leads to inefficiencies, increased risk, and a lack of transparency for deal teams and portfolio companies.
Solution
Dealstack provides a unified operating system for private capital, streamlining critical workflows through its integrated modules. The platform automates equity plan management, tracks ownership with detailed cap table functionality, and performs complex waterfall modeling. By centralizing data and automating transactions, Dealstack enhances efficiency, reduces manual effort, and provides transparent insights for private equity professionals. This allows for better collaboration across deal teams and portfolio companies, ultimately improving operational outcomes.
Target Audience
The primary customers are private equity firms, their deal teams, legal advisors, and portfolio company management seeking to optimize their operational workflows and data management.
Features
- **Equity Plan Management:** Automates workflows for employee equity transactions, including legal document generation and e-signature solutions.
- **Cap Table Management:** Enables rapid processing of transactions across entire holding structures with full auditability, generating automated group structure charts and maintaining a comprehensive document library.
- **Waterfall Modeling:** Provides live, automated, and auditable calculations of instrument values throughout the holding structure, supporting scenario modeling.
- **Cross-Jurisdictional Support:** Manages ownership structures globally, accommodating various legal jurisdictions.
- **Integrated Workflow:** Seamlessly connects equity plan management with cap table updates, ensuring data consistency.
- **Security & Compliance:** Built to high security standards, including SOC 2 Type II and ISO 27001 certifications, with GDPR compliance and legally binding e-signature capabilities.
- **Audit Trail:** Offers a full audit history of all transactions for complete transparency and trust.