Cap table
Every class, series and instrument: common, preferred, options, warrants, SAFEs and convertible notes, outstanding and fully diluted.
Harmonious CapTable
Know Exactly Who Owns Your Company
Control how your private shares move. Verify ownership, document exposure and maintain the record — the ownership operating system for private companies, not simply a cap table.
Your history comes with you.
Your History Comes With You
Moving providers should not cost you your record. Carta, Pulley, AngelList and plain spreadsheets are all recognised from the file you already hold.
- 01
Export from where you are
Download your stakeholder, security and transaction files from Carta, Pulley, AngelList or your own spreadsheet. No account access is asked for.
- 02
We recognise the format
The file is read, the provider is detected from its column headings and each column is mapped to the right field. Anything unclear is flagged rather than guessed.
- 03
You approve every row
Review the mapped rows side by side with what they will become. Nothing is recorded against your company until you say so — and a concierge review is available if you would rather we walked it with you.
See A Migration, Before You Start One
This is a full sample migration for an invented company, Acme Labs — the file read, the columns matched, the share totals reconciled and the exceptions raised. Switch between a Carta and a Pulley export to see how each is handled.
Sample data — not a real company
Acme Labs, Inc. — Carta migration
acme-labs-carta-export.csv · Carta stakeholder and securities export, 5 columns recognised
1. Import
Done7 lines read from the file
2. Map
Needs attention2 lines still need attention
3. Reconcile
Not yet1 flagged share class to settle
4. Go live
Needs attention1 open question with the founder
What the file said
The provider is recognised from the column headings, then each heading is matched to what it means here.
- Stakeholder NameShareholder
- Security TypeInstrument
- Share ClassShare class
- Quantity IssuedShares
- Issue DateIssued on
The rows, as they will be recorded
5 ready · 2 flagged for a person to look at. Nothing is recorded until a founder accepts it.
| Shareholder | Instrument | Class | Shares | Issued |
|---|---|---|---|---|
| Dana Whitfield | Common | Common | 4,000,000 | 12 Mar 2021 |
| Priya Raman | Common | Common | 3,200,000 | 12 Mar 2021 |
| Northgate Seed Fund I | Preferred | Series Seed | 1,850,000 | 04 Nov 2022 |
| Harbourline Ventures | Preferred | Series A | 2,400,000 | 19 Jun 2024 |
| J. Okafor | Option | Option pool | 120,000 | 02 Feb 2023 |
| SPV — Ridgeway Co-InvestHeld through an SPV — we ask who sits behind it before recording. | Preferred | Series A | 600,000 | 19 Jun 2024 |
| Unnamed holder (row 41)No share class and no issue date in the file. Flagged, never guessed. | Common | — | 25,000 | — |
Reconciliation
Authorised, issued, outstanding and fully diluted shares are compared class by class before anything goes live.
| Share class | Authorised | Issued | Outstanding | Reserved | Fully diluted |
|---|---|---|---|---|---|
| Common | 10,000,000 | 7,225,000 | 7,225,000 | 0 | 7,225,000 |
| Series Seed | 2,000,000 | 1,850,000 | 1,850,000 | 0 | 1,850,000 |
| Series A | 3,000,000 | 3,000,000 | 3,000,000 | 0 | 3,000,000 |
| Option pool | 1,500,000 | 120,000 | 120,000 | 1,380,000 | 1,500,000 |
| Total | 16,500,000 | 12,195,000 | 12,195,000 | 1,380,000 | 13,575,000 |
Exceptions
Anything that does not add up is raised as an exception with a written reason. The migration cannot go live while one is still open.
Common: Issued shares are 25,000 higher than the last board consent
OpenThe unnamed row 41 is counted in the file total but has no class or date.
Series A: Series A issued equals authorised, leaving nothing spare
SettledChecked against the Series A financing documents.
Correct — the round was fully allocated at close. Settled by the founder.
Everything Ownership Touches, In One Record
Employee equity
Grants, vesting schedules, exercises and an employee view of what is vested and what is worth exercising.
Investor portal
Each investor sees only their own holdings, documents and transactions, under permissions you set.
Fundraising
Priced rounds, SAFEs, convertible notes and direct investments modelled and then recorded.
Secondary transactions
Transfers with right-of-first-refusal, board consent and closing steps, so private shares only move the way you allow.
SPVs and exposure
Funds, SPVs and advisers declare the positions they hold; you verify them against your own register.
Verify Ownership. Document Exposure. Maintain The Record.
Verify ownership
Claimed positions are compared with your register and either verified, adjusted, queried or disputed — with the ownership chain shown in full.
Document exposure
Every SPV, nominee and feeder in your holder base is recorded, with who sits behind it.
Maintain the record
Certificates, documents and an append-only audit history: who changed what, when, and what it was before.
Harmonious keeps the record and administers the workflow. Every ownership decision — who may hold shares, what a transfer is worth, what is approved — stays with the company and its own counsel.
Plans That Grow With You
From a first SPV to a multi-entity group. Your plan and its fees are set out in your statement of work before anything starts.
Bring Your Cap Table Across
Tell us where your records live today. We confirm the details with you and open your workspace — you review every row before it is recorded.
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