What happens if your client raises $5 million instead of $3 million? What if the SAFE round converts at a different valuation, or the option pool needs a top-up?

With branches in Walter, legal teams can simulate changes to the cap table without touching the live data. It works like a built-in pro forma. You can preview how a transaction would affect ownership, payouts, or dilution, and only make it official when the deal is final.

What is a branch?

A branch in Walter is a version of your cap table designed for planning, not recordkeeping. It lets you explore what would happen if a transaction were to take place. You can test different approaches, compare outcomes, and decide when (or if) to move forward.

Need to model a Series A, a secondary sale, or a SAFE conversion? Create a branch, add the transactions, and toggle the view. Want to explore different versions of the deal? Just create another branch.

The best part: you only commit the changes when you’re ready. Until then, the scenario stays separate from your live data.

Built for the way law firms work

Branches eliminate the mess of managing scenarios offline. No more versioning issues, disconnected spreadsheets, or manual calculations.

Firms use branches to:

• Model financings and ownership changes with confidence
• Generate clean, accurate pro formas for clients and investors
• Collaborate internally without losing control of the cap table
• Save hours of back-and-forth when deal terms shift

Whether you're preparing for a financing, running a scenario, or reviewing options internally, branching helps you move faster and more confidently.

Want to try it?
We’ll walk through a mock financing using a sample cap table so you can see how it works in real time. Schedule a walkthrough →