Services

What we offer

Cap Table Management

We offer comprehensive Cap Table Management services tailored for Portfolio FDs and their clients. Whether your clients are navigating equity changes or preparing for investment rounds, we ensure their cap tables are always accurate and up-to-date. Our services allow you to focus on strategic decisions while we handle the details, with ongoing support available whenever needed.

cap table management services

What We Offer

Detailed Bookkeeping
We provide consistent and precise bookkeeping, ensuring your clients’ cap tables are always maintained accurately.

 

Customisable Dashboard
Our secure, user-friendly dashboard integrates with platforms like Google Sheets, making it easy to access and track cap table data.

 

LLM-Powered Insights
Our LLM provides instant answers to cap table queries, offering real-time insights to simplify the process.

 

Investment Scenario Planning
We can show potential cap table outcomes for your clients based on different investment scenarios, such as varying raise amounts or valuations.

 

Personalised Service
We offer a customised approach, ensuring your clients receive the exact support they need with minimal effort required from their team.

cap table management services

Why Choose GenZed?

Let us handle the cap table management for your clients, giving you the confidence and flexibility to focus on their growth strategies. By choosing GenZed, you’ll have accurate, up-to-date cap table management with minimal effort from yourself. Our detailed bookkeeping ensures precision, while our customisable dashboard provides easy access to track data in real time, and LLM-powered insights offer instant answers to cap table queries, simplifying complex changes. We support investment scenario planning, helping you visualise different fundraising outcomes with ease. With hands-on, personalised service, we provide continuous support for both you and your clients, ensuring smooth, efficient cap table management.

– We can manage cap tables for your clients, ensuring everything remains accurate and up-to-date.

 

– Our customisable dashboard makes it easy to access, review, and track cap table data.

 

– Our LLM provides instant answers to queries, ensuring clear and quick understanding of cap table changes.

 

– We offer investment scenario planning to help visualise different fundraising outcomes for your clients.

 

– Our hands-on, personalised service guarantees ongoing support for you and your clients throughout the process.

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