The Mantle Setup
We pulled together a page detailing how quickly Mantle gets you up and running with a fully functional cap table, complete with history and traceability that dates back to incorporation. This level of fidelity is unique to our platform, ensuring that no important detail is skipped during the setup process. This no-stress setup is one of the main reasons why hundreds of founders are flocking over to Mantle.
Overcoming the Fear of Migration
A common concern we hear from founders and legal teams is the cost and hassle of migrating over an entire cap table. Let’s be honest—migrating anything is painful.
As a co-founder, I hesitate to move over my notes from one app to another. I can understand the anxiety around migrating something as mission-critical as a cap table.
But rest assured, we’ve got you covered. Mantle’s onboarding process is designed to eliminate friction, ensuring a seamless and pain-free transition.
How Does It Work? AI-Powered or Human-Powered?
The magic behind Mantle’s onboarding is a blend of automation and expert validation. At its core, our process is incredibly simple:
- Upload your cap table documents (if you’re curious, here’s the complete list).
- We do the rest—classifying, extracting, and validating every single number.
Our Bespoke Tie-Out Platform
What happens behind the scenes? We leverage our custom-built AI-powered platform, designed specifically for law firms, to meticulously validate your cap table.
In legal terms, this process is called a “tie-out.”
At Mantle, we call it setup.
Our platform classifies every document, extracts critical data such as names, numbers, dates, and dollars as fragments, and ensures the numbers align. It identifies linked securities (e.g., an option grant and a corresponding exercise). Finally, it spotlights gaps and inconsistencies for us to investigate.
The result? A comprehensive, fully validated cap table that founders, investors, and law firms can trust.
Of course, the cap table is only as accurate as the documents that are supplied to us during setup.
We’re not magicians (nor quantum physicists), but we do our best to get it right.
Why the TLC?
Some might ask: “Why not simplify this even further?” The answer is straightforward—trust. Doing it right during onboarding means you don’t have to do it again and deal with a fire drill during critical periods such as fundraising. Your Mantle setup creates an accurate snapshot that you can build on, ensuring long-term reliability.
We invest the time in getting these details right. Post-setup, we’ll flag every single gap and inconsistency we discover during the setup process as part of our closing notes (such as missing board approval dates, option plan expansion, and more).
Can This Process Scale?
Absolutely. While our onboarding process mirrors the age-old advice of doing things that don’t scale, our bespoke tie-out platform (which continues to improve) enables rapid expansion. Law firms using Mantle can set up thousands of companies quickly and accurately.
By combining automation with expert oversight, we ensure every cap table is the best version of itself from the day you’re onboarded to Mantle.
Let’s Recap
To get started with Mantle, you:
- Upload the requested documents.
- Sit back while we process, verify, and get you set up in under a week.
- Log in and review your fully structured cap table along with our detailed closing notes. Feel free to dual-track Mantle against your source records, if needed, to ensure a seamless cutover.
Our team at Mantle is committed to ensuring that setting up and managing your cap table is no longer a hassle. Whether you’re transitioning from spreadsheets or another platform, we make it as effortless as possible. Let us take care of the complexity so you can focus on what truly matters—building your company.
Ready to get started? Sign up to get your first month free (and yes, that price includes white-glove onboarding for a limited time).