Hanzo Cap Table

Hanzo Cap Table is an equity management platform for startups and growth-stage companies. Manage share classes, stock options, SAFEs, convertible notes, and equity plans with full audit trails and built-in e-signing.

Features

Share Classes: Common, preferred, and custom share classes

Stock Options: ISO and NSO option grants with vesting schedules

SAFEs: Y Combinator SAFE management with conversion modeling

Convertible Notes: Track notes with interest, caps, and discounts

Equity Plans: Option pools and equity incentive plans

Vesting Schedules: Cliff, linear, and custom vesting

409A Valuations: Track fair market value history

E-Signing: Built-in document signing for equity grants

Data Rooms: Integrated document management

Hanzo IAM SSO: Single sign-on via Hanzo identity

Endpoints

Environment	URL
Production	`https://captable.hanzo.ai`

Architecture

+---------------------------------------------------------------+
|                     HANZO CAP TABLE                             |
+---------------------------------------------------------------+
|                                                                |
|  +-----------------------+  +-------------------------------+  |
|  |    Securities         |  |       Stakeholders            |  |
|  |  +------+  +-------+  |  |  +--------+  +-------------+  |  |
|  |  |Shares|  |Options|  |  |  |Founders|  | Investors   |  |  |
|  |  +------+  +-------+  |  |  +--------+  +-------------+  |  |
|  +-----------------------+  +-------------------------------+  |
|                                                                |
|  +-----------------------+  +-------------------------------+  |
|  |    Instruments        |  |       Compliance              |  |
|  |  +------+  +-------+  |  |  +--------+  +-------------+  |  |
|  |  | SAFE |  | Notes |  |  |  | 409A   |  | Audit Log   |  |  |
|  |  +------+  +-------+  |  |  +--------+  +-------------+  |  |
|  +-----------------------+  +-------------------------------+  |
|                                                                |
+---------------------------------------------------------------+

Quick Start

Create a Company

Set up your company profile with incorporation details:

const company = await fetch('https://captable.hanzo.ai/api/company', {
  method: 'POST',
  headers: {
    'Authorization': `Bearer ${apiToken}`,
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    name: 'Acme Corp',
    incorporationDate: '2024-01-15',
    incorporationState: 'DE',
    incorporationCountry: 'US'
  })
})

// Common stock
await fetch('https://captable.hanzo.ai/api/share-classes', {
  method: 'POST',
  headers: { 'Authorization': `Bearer ${apiToken}` },
  body: JSON.stringify({
    name: 'Common Stock',
    classType: 'COMMON',
    authorizedShares: 10000000,
    parValue: 0.0001,
    votesPerShare: 1
  })
})

// Preferred stock
await fetch('https://captable.hanzo.ai/api/share-classes', {
  method: 'POST',
  headers: { 'Authorization': `Bearer ${apiToken}` },
  body: JSON.stringify({
    name: 'Series Seed Preferred',
    classType: 'PREFERRED',
    authorizedShares: 2000000,
    parValue: 0.0001,
    liquidationPreference: 1.0,
    conversionRatio: 1.0
  })
})

Issue Shares

await fetch('https://captable.hanzo.ai/api/shares/issue', {
  method: 'POST',
  headers: { 'Authorization': `Bearer ${apiToken}` },
  body: JSON.stringify({
    stakeholderId: 'founder-1',
    shareClassId: 'common-stock-id',
    quantity: 5000000,
    pricePerShare: 0.0001,
    vestingSchedule: {
      type: 'CLIFF_LINEAR',
      cliffMonths: 12,
      totalMonths: 48,
      startDate: '2024-01-15'
    }
  })
})

Create a SAFE

await fetch('https://captable.hanzo.ai/api/safes', {
  method: 'POST',
  headers: { 'Authorization': `Bearer ${apiToken}` },
  body: JSON.stringify({
    investorId: 'investor-1',
    investmentAmount: 500000,
    valuationCap: 10000000,
    discount: 0.20,
    proRata: true,
    mfn: true,
    safeType: 'POST_MONEY'
  })
})

Securities Types

Type	Description
Common Stock	Standard voting shares
Preferred Stock	Senior shares with preferences
Stock Options (ISO)	Incentive stock options (tax-advantaged)
Stock Options (NSO)	Non-qualified stock options
RSUs	Restricted stock units
SAFEs	Simple Agreement for Future Equity
Convertible Notes	Debt instruments convertible to equity
Warrants	Right to purchase shares at a set price

Vesting Schedules

Schedule	Description
`CLIFF_LINEAR`	Cliff period then monthly vesting
`LINEAR`	Equal monthly vesting from start
`BACK_WEIGHTED`	Accelerating vesting over time
`CUSTOM`	Custom milestone-based vesting
`IMMEDIATE`	Fully vested on grant

Standard 4-Year with 1-Year Cliff

Year 1: 0% → 25% (cliff)
Year 2: 25% → 50% (monthly)
Year 3: 50% → 75% (monthly)
Year 4: 75% → 100% (monthly)

Cap Table Reports

Ownership Summary

View current ownership percentages across all stakeholders, including fully-diluted calculations.

Waterfall Analysis

Model liquidation scenarios to understand payout distributions at various exit valuations.

Round Modeling

Project dilution and ownership changes for future financing rounds.

Authentication

Hanzo Cap Table supports multiple authentication methods:

Hanzo IAM: SSO via https://hanzo.id (recommended)

Google OAuth: Sign in with Google

Passkeys: WebAuthn/FIDO2 authentication

IAM Integration

# Environment variables
HANZO_IAM_URL=https://hanzo.id
HANZO_IAM_CLIENT_ID=app-captable
HANZO_IAM_CLIENT_SECRET=<from-kms>

Self-Hosting

Docker

docker run -d \
  --name hanzo-captable \
  -p 3000:3000 \
  -e DATABASE_URL=postgres://... \
  -e NEXTAUTH_URL=https://captable.yourdomain.com \
  -e HANZO_IAM_URL=https://hanzo.id \
  -e HANZO_IAM_CLIENT_ID=app-captable \
  ghcr.io/hanzoai/captable:latest

Environment Variables

Variable	Description
`DATABASE_URL`	PostgreSQL connection string
`NEXTAUTH_URL`	Public URL of the application
`NEXTAUTH_SECRET`	NextAuth encryption secret
`HANZO_IAM_URL`	Hanzo IAM server URL
`HANZO_IAM_CLIENT_ID`	IAM application client ID
`HANZO_IAM_CLIENT_SECRET`	IAM application client secret
`SMTP_HOST`	Email server host
`STRIPE_SECRET_KEY`	Stripe billing key