Grow your firm and corporate practice
Stay in the loop and provide high-value advice for clients from raise to exit
Offer instant access to a single source of truth
Manage your clients' access to a secure online cap table
Allow access anytime to the information your clients need
Provide a world-class digital client experience
Enjoy frictionless onboarding
Seamlessly upload your clients’ records in under 5 minutes
Avoid spending hours on manual data entry
Upload and tag your own templates to populate with DocuSign
Spend time on what matters most
Let Walter empower the client-law firm relationship
Eliminate manual and error-prone movement of data
Increase time spent offering what won’t be disrupted – your expertise
"With Walter, we've seen a 10x improvement on time efficiency and bureaucracy minimization could have saved us tens of thousands of dollars by now. We can move quickly while knowing our core corporate documents are consistent and compliant at all times."
Lucas
CPA, CA CBV, CFO
Pricing Plans
Monthly
Annually
Save 20%
Starter
$99
/ month
20 stakeholders included
additional stakeholders $4/mo
cap table management
share certificates
multi-currency support
free workspace/access for your lawyer
unlimited workspace users
unlimited document storage
SSO
audit log
customer support
7-day free trial
Standard
$249
/ month
20 stakeholders included
starter plus:
option plan management
Microsoft Word Add-in for document templating
DocuSign integration for document signing
concierge onboarding
import/export
Growth
$399
/ month
20 stakeholders included
standard plus:
financing automation
payment engine (usage fees apply)
stock-based compensation report
digital deal room
Starter
$119
/ month
20 stakeholders included
additional stakeholders $4/mo
cap table management
share certificates
multi-currency support
free workspace/access for your lawyer
unlimited workspace users
unlimited document storage
SSO
audit log
customer support
7-day free trial
Standard
$309
/ month
20 stakeholders included
starter plus:
option plan management
Microsoft Word Add-in for document templating
DocuSign integration for document signing
concierge onboarding
import/export
Growth
only available with annual subscription
20 stakeholders included
standard plus:
financing automation
payment engine (usage fees apply)
stock-based compensation report
digital deal room
Cancel anytime, no refund
All prices in USD
Credit card only
Harness the power of unified data with Walter today
Questions?
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