Cap table Q&A
Ask plain-English questions about option math, SAFE conversion logic, vesting schedules, and pro-rata rights without leaving the cap table workflow.
What Mantle Clerk is
Mantle Clerk is Mantle Equity’s AI cap table assistant. It sits inside Mantle’s cap table software and is designed to answer equity questions, read uploaded legal documents, and help turn those inputs into cleaner ownership records and draft paperwork.
The product is aimed at founders, operators, and paralegals who need to work through cap table tasks without relying on expensive ad hoc legal hours. Mantle describes the workflow as ask, upload, draft, and close in one place, with Mantle Clerk included in every Mantle plan.
Core features
Document-to-record extraction
Upload documents such as closing binders, offer letters, board resolutions, SAFEs, notes, and term sheets so Mantle Clerk can read them and suggest next steps.
Drafting support
Generate paperwork such as grant notices, board consent packages, shareholder vesting schedules, charters, and option grant-related drafts.
Record cleanup and reconciliation
Normalize inherited instruments, fill in missing fields, and help bring a messy cap table into a cleaner state.
Round closing workflow
Sequence round-close tasks such as new share classes, SAFE conversions, and updated charters, with step-by-step guidance.
Vesting and event tracking
Monitor cliffs, expiring options, and upcoming grants so equity events are easier to track over time.
Common use cases
Answer equity questions
Founders can ask for help understanding option math, SAFE conversion logic, vesting schedules, or pro-rata rights without switching out of the platform.
Turn documents into cap table updates
Teams can upload closing binders, offer letters, board resolutions, SAFEs, or notes and use the returned reading to update records more cleanly.
Prepare draft equity documents
Users can generate draft paperwork such as grant notices, board consent packages, shareholder vesting schedules, and related equity forms.
Clean up a messy cap table
Operators handling inherited or inconsistent records can normalize instruments and fill missing fields to make the cap table easier to trust.
Close a round with fewer manual steps
Founders and counsel can work through share classes, SAFE conversions, and charter updates in a sequenced workflow during a financing.
Pros and Cons
Pros
- Handles both questions and document-driven tasks in the same cap table workflow.
- Covers practical equity topics such as SAFEs, vesting schedules, option grants, and pro-rata rights.
- Can help draft common equity paperwork instead of leaving every task to manual work.
- Includes cleanup and reconciliation support for messy or inherited cap tables.
- Listed as included in every Mantle plan, with unlimited stakeholders across pricing tiers.
Cons
- The source does not show a dedicated standalone Mantle Clerk product; it appears as part of the broader Mantle Equity platform.
- Detailed setup steps, team workflows, and supported integrations for Mantle Clerk are not clearly documented on the page.
FAQ
How do I start using Mantle Clerk?
Mantle Clerk is used inside Mantle’s cap table platform. The source shows it helping with questions, document uploads, drafting paperwork, and cleaning up records, but it does not describe a separate setup flow on the page.
Is Mantle Clerk included in every plan?
The page presents Mantle Clerk as part of Mantle Equity and says it is included in every Mantle plan from day one. The pricing page shows a free Starter plan and paid Essentials and Growth plans, all with unlimited stakeholders.
What kinds of cap table tasks does Mantle Clerk handle?
The product page says you can ask about option math, SAFE conversion logic, vesting schedules, and pro-rata rights. It also says Mantle Clerk can turn documents such as closing binders, offer letters, and board resolutions into records and help update the cap table.
Does Mantle Clerk connect to other tools?
The source does not describe detailed integrations for Mantle Clerk itself. It does show a broader Mantle platform with a law firm integration on Starter and integrations such as Nasdaq Private Market and Rippling on the pricing page.
Can teams collaborate in Mantle?
The pricing page shows unlimited stakeholders across plans. The product page also says you can add counsel and other stakeholders without per-seat pricing.
Quick Facts
- Category
- Cap table software / AI workflow
- Product
- Mantle Clerk
- Brand
- Mantle Equity
- Primary users
- Founders, operators, paralegals, and law firms/stakeholders
- Availability
- Included in every Mantle plan
- Pricing model
- Free Starter plan, plus paid Essentials and Growth plans
- Website
- withmantle.com
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