Welcome to the future of equity management. Manage your cap table, automate the issuance of equity documents, and access your minute book—all in the same platform your law firm uses
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
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.
Your data is always synced with your law firm’s records, minimizing discrepancies
Manage your cap table on your own time with easy, self-serve access
View your cap table as it was at any point in time, using effective dates
Plan future equity changes using effective dates for insights into upcoming or potential adjustments
Create documents like option grants, using templates from your law firm
Easily access and download key corporate documents in your virtual minute book
Generate reports on ownership and vesting schedules, such as a Stock-based compensation report
Export your entire cap table in a spreadsheet format whenever you need it
Boost engagement by giving stakeholders the ability to view their holdings, vesting schedules, documents, and request option exercises.
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.
Discover the perfect plan for your coding journey with Spectral. Our pricing options are designed to provide you with the flexibility
30 employees and unlimited investors included
Learn how Walter can simplify cap table management and streamline collaboration with your law firm. Download the infosheet for an overview of key features and benefits.