Simplify your ESOP management. Understand your cap table.

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.

a collage of a persons body, money as their head, surrounded by widgets showing:
"new option grants"
"new option form"
"request signatures" button

Walter: built for growing companies by a team that’s built companies.

two people looking at a cap table

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.

Why choose Walter

filing cabnet
Understand your company ownership with on-demand data.

Centralize your cap table information in one platform for you and your advisors. Plus, get access to your records on-demand, anytime you want, without having to request it from your law firm.

hand holding magnifying glass
Maximize the value of your ESOP.

Leverage your ESOP to attract, motivate, and retain the talent in your organization. Curate the level of visibility each employee has of their equity stake. Enable them to exercise options right inside the platform.

stack of paper
Simplify the management of your ESOP.

By automating administrative processes with Walter, you keep your ESOP organized, avoid errors, and easily generate documents without burning up your team’s time.

clock
Streamline the capital raise process.

Time kills deals. Walter reduces the time you need to close financing by tracking your investor pipeline, automatically generating investor documents, and enabling you to receive funds through integrated payments.

pile of money
Execute a financing from open to close.

You can run your entire financing from open to close directly on Walter – and bring prospective investors into the process as well. This eliminates paralleled processes, saving everyone time, hassle, and money.

filing cabnet
Understand your company ownership with on-demand data.

Centralize your cap table information in one platform for you and your advisors. Plus, get access to your records on-demand, anytime you want, without having to request it from your law firm.

manifying glass
Maximize the value of your ESOP.

Leverage your ESOP to attract, motivate, and retain the talent in your organization. Offer your employees visibility to their equity stakes. Enable them to exercise options right inside the platform.

stack of paper
Simplify the management of your ESOP.

By automating administrative processes with Walter, you keep your ESOP organized, avoid errors, and easily generate documents without burning up your team’s time.

clock
Streamline the capital raise process.

Time kills deals. Walter reduces the time you need to close financing by tracking your investor pipeline, automatically generating investor documents, and enabling you to receive funds through integrated payments.

pile of money
Execute a financing from open to close.

You can run your entire financing from open to close directly on Walter – and bring prospective investors into the process as well. This eliminates paralleled processes, saving everyone time, hassle, and money.

Our customers love Walter
"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. Thanks to Walter, managing our equity incentives has become a breeze, allowing us to focus on driving our company forward with confidence."
profile image of Scott Orth

Scott Orth

Founder & CEO, Mode

Learn how Walter dramatically simplifies your cap table & ESOP management.

Introducing Walter: the software platform for growing companies.

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.

cap table and seed round diagram

Full-stack cap table management

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.

Centralize & manage stakeholder information

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.

Centralized financing documentation

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.

Collaborate with professional advisors

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.

Rapidly generate documents & reports

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.

Give your employees on-demand access

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.

Pricing that makes sense.
With ROI you’ll love.

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Paid annually
Cancel anytime, no refund
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Want more information? Download our infosheet.

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.

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