Manage equity with precision
Walter’s equity management tools simplify cap table oversight, reduce manual processes, and keep your clients’ equity data accurate and current. With all records synchronized and automated, you can provide better support while saving time.
Streamline client cap table management
Spend less time on low-value tasks and deliver more value to your clients
Empower your clients to manage their employee incentive plan with your oversight
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Generate your client's cap table from their documents and corporate records
Create drafts from your law firm's precedent library
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Track DocuSign signatures directly within Walter
Walter for Clients: one tool for founders and law firms
Offer clients cap table management, equity document automation, and minute book access—all on the same platform your firm uses. Keep clients organized from day one, without needing separate, unsynchronized tools, and ensure all communications feature your firm's branding.
Cap table snapshots at any point in time
Manage client cap tables by viewing ownership at any past or future point using effective dates. Walter provides an accurate snapshot for historical reference or future planning, offering clear insights into evolving equity structures.
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