Walter for Clients

Manage your cap table with your law firm

Self-serve access to manage equity, issue documents, and view your minute book—all directly in the platform your law firm uses

File documents automatically upon execution

Automate essential legal documents

View your cap table summarized by stakeholder across all of their holdings

Create documents from your law firm’s templates and send them for signature instantly—no need to log into DocuSign

Review or download your entire minute book anytime, with instant access to every document and record you need

Reimagine how you work with your law firm

Manage your cap table in sync with your firm

Issue equity documents seamlessly

Access minute books and reports instantly

Walter for Clients brings law firms and founders together on a single platform, eliminating disjointed systems. Your clients can manage their equity, access documents, and track ownership—while you maintain control, ensuring everything is properly aligned and in sync.

Stay in sync with your law firm

Your data is always synced with your law firm’s records, minimizing discrepancies

Self-serve cap table

Manage your cap table on your own time with easy, self-serve access

Historical view

View your cap table as it was at any point in time, using effective dates

Schedule or model events

Plan future equity changes using effective dates for insights into upcoming or potential adjustments

Generate equity documents

Create documents like option grants, using templates from your law firm

Minute book access

Easily access and download key corporate documents in your virtual minute book

Ownership reporting

Generate reports on ownership and vesting schedules, such as a Stock-based compensation report

Full data export

Export your entire cap table in a spreadsheet format whenever you need it

Provide your employees and investors access to a secure portal

Boost engagement by giving stakeholders the ability to view their holdings, vesting schedules, documents, and request option exercises.

Manage an equity financing from open to close

Investors invited to your deal room can initiate a "check-out" workflow that gathers necessary details, auto-fills all investment documents, and sends them directly to DocuSign for signing—greatly increasing the efficiency and accuracy of your financing.

Trusted by founders

I needed an easy, cost-effective solution for accurately reconciling equity transactions to our share register and our law firm suggested Walter. Walter is user-friendly for our accounting team, admin staff, and auditors. It produces essential information for our accounting department and provides useful reports for employees to track their share and option ownership.

Dan Parmar, CFO, pH7 Technologies Inc

Walter streamlined the entire process of our first ESOP, offering intuitive interfaces and powerful tools that simplified every aspect of stock option management. With their platform, I can easily track grants, exercise activity, and ensure compliance effortlessly, making managing our equity incentives a breeze.

Scott Orth, Founder & CEO, Mode

We used to have to track option grants in a spreadsheet and manually execute them with employees, now that we use Walter, ESOP management is a breeze!

Mike Tedesco, COO, Kobalt.io

Walter for Clients: one tool for founders and law firms

Manage your cap table with your law firm

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Provide your employees and investors access to a secure portal

Manage an equity financing from open to close

Trusted by founders

Simple pricing. All the benefits.