Features

Honest map of what CapStack App does today versus what it does not. Scenario model for pre-decision work — not a system of record.

Works today

Magic-link sign-in and automatic firm workspace with a 14-day trial
Saved models in a firm workspace (create and open)
Funds: create funds and attach models for portfolio grouping
Team invite: admins invite associates by work email; they must accept before they join (firm SKU — not per-seat billing)
Read-only model view after trial/subscription lapse (export still available)
Embedded CapStack GP modeler (schema 1.4): assumptions, capital structure, exits
Rule of 40 / Rule of X scenario planner → push exit scenarios
Client-side Excel (.xlsx) import with column mapping (deal data stays in-browser until you save)
Ownership decay with written ownership claims (hold-then-cut)
Outputs after Run Model: Cap Table, Exit Waterfall, Ownership Decay, Fund MOIC
On-device Model BLUF & Ask (modeled numbers digest — not a hosted LLM)
BLUF copy blocks on outputs for IC memos
Import JSON (from the free calculator) and multi-file CSV via published schemas
Export firm JSON anytime — including after cancel
Model version history on each distinct save (latest 30 kept) with restore
Revocable read-only investor links for a saved model
PDF and Excel downloads of the computed cap table, waterfall, and fund MOIC after Run Model
Self-serve Stripe Checkout. The subscribe button stays off until the annual renewal consent box for that price is checked. Cancel in the customer portal
In-modeler glossary (~68 terms) and optional BYO AI agent / research prompts

Model delete from the workspace UI
Seat limits / billing per seat (invites are firm-scoped; plan is still firm SKU)
Multi-firm membership for one user (one firm per account today)
Live Carta, PitchBook, Snowflake, or AWS data connectors — bring CSV/JSON you already own
Carta-style system of record, equity admin, or legal docs
Hosted CapStack AI — the agent panel talks to a URL you run yourself