Cap Tables & Waterfalls
Cap table automation built for private equity
ClosingWell is the ultimate cap table solution for PE. View all of your cap tables in one place, automate equity awards, and instantly run waterfall scenarios.
Trusted partner to PE firms and their portfolio companies
How we help you
Built for Private Equity VPs
Streamline Oversight
Monitor all portcos in one place with "track changes"
Ensure Accuracy
Automation keeps everything up-to-date
INSTEAD OF
Disjointed communication
Tedious error checking
Automatic Updates
Signed legal documents automatically update the cap table
Instant Waterfalls
Instantly run waterfall scenarios for all of your portcos
INSTEAD OF
Manually updating files
Building complex models
Simplify Equity Tracking
Automate issuances, buybacks, and board approvals.
Reduce Legal Fees
Potentially save $30k - $100k+ in annual legal fees.
INSTEAD OF
Waiting for counsel
Excess legal fees
Improved Collaboration
Always in-the-loop with the deal team and management.
Effortless Record Keeping
Supporting documents instantly accessible for you and your clients.
INSTEAD OF
Chasing signatures
Ad hoc requests
Put your cap tables
on autopilot
ClosingWell is built by former PE professionals who understand your workflow
Ensure Accuracy
Always up-to-date
Every change to your cap table is logged, synchronized with legal support, and accurately reflected in real-time.
REPLACES
Manually updating Excel
Saving down legal docs
Comparing multiple versions
Legal Doc Automation
Custom templates and eSignatures
Convert award letters into reusable eSignature templates. Move faster and save on legal costs.
REPLACES
Waiting for counsel
Tracking down signatures
~$30k - $100k+ in annual legal fees
Valuation Waterfalls
Fully automated waterfall models
Instantly run scenarios and create outputs for presentations - all with complete confidence and auditability.
REPLACES
Countless Excel hours...
Complex models
Ad hoc analyses and presentations
Your unified,
single source of truth
Monitor all of your portfolio companies' cap tables and waterfalls in one place. Invite management and counsel to keep everyone on the same page.
Easy to get started
White Glove,
Effortless Onboarding
Simply drop your cap table support and we'll hande the rest
We import your cap table
Templatize your legal documents
Build your waterfall
Train your Associates + CFOs
Let's Get Started
ClosingWell immediately pays for itself through legal savings. Streamline your cap table management to save time and ensure accuracy.
See a Demo and Pricing
More questions? FAQs