Walter provides on-demand access to your cap table, optimizes the value of your ESOP and simplifies ESOP management. It’s the foundation for your growth.
Growth-stage companies need to avoid low-value tasks with their stakeholders – including their law firms, professional advisors and investors. We know, because we’ve been there. We’re a team of multi-exited company builders who built the software we wished we always had.
If you want your executives and employees focused on the levers of growth, instead of spending hours trying to figure out who owns your company or pushing endless paper, Walter is for you. We make managing your cap table, ESOP, capital raise, and stakeholder collaborations simple and effective. Right from day one.
Scott Orth
Founder & CEO, Mode
Walter makes it easy for you, your employees and your advisors to access cap table information, rapidly generate key documents, and even run a full financing. All with unassailable security and top-notch functionality.
Centralize and manage your company’s equity table so you and your advisors can oversee your company’s entire equity stack all in one place.
Store and manage information related to your company, such as stakeholder type, contact info, equity holding details, etc. All data collection, storage and reporting of data fully complies with the corporate transparency act. And it’s all available on-demand when you log into Walter.
Walter brings together all the important aspects of a financing – investment terms and details, document generation, document delivery and execution, funds transfer, and real-time updates on document status & funds delivery.
Provide “read-only” or “write” access so your company’s advisors (legal, accounting, finance) can work collaboratively with you in one workspace, eliminating parallelled work streams and unnecessary costs.
Get it drafted fast. Rapidly generate share issuances, equity grants, and resolutions and send for signing through our Word and DocuSign integrations. Easily create reports – from cap tables in Excel or stock-based compensation reports for delivery to the company’s stakeholders.
Your employees can access a user-specific portal that enables them to see a snapshot of their share/option holdings and manage the entire option exercise process.
Get the full story on how Walter can help your company get command of your cap table, simplify ESOP management and clear away low-value tasks so you can grow.