The ownership OS for founders who build.
Carta was built for a single cap table. Forge is built for your portfolio — every LLC, every C-Corp, every SAFE. Cap tables, vesting, scenarios, and documents, forged in one place.
Spreadsheets break at two entities. Forge starts there.
The tools you know assume you own one company. The moment you incorporate a second LLC, the math falls apart. Forge was built for the third, fourth, and seventh.
Portfolio-first cap tables
Not one company. All of them. Switch between LLCs and C-Corps without losing your place — ownership rolls up automatically.
Scenarios that compute live
Model rounds, pools, and SAFE conversions with 300ms debounced math. See your dilution before you sign the term sheet.
Vesting you can see
Gantt timelines, cliff alerts, and termination math. Know exactly what's vested today — and what walks if someone leaves.
Documents, organized
Operating agreements, SAFEs, board consents. Filterable by entity, type, and execution status. Encrypted at rest.
Single-tenant by design
Built for one operator, not one platform. RLS-locked tables, no cross-tenant data, no surprises.
Forged, not assembled
Every screen tuned by hand. No spreadsheet exports. No CSV gymnastics. Just the truth, on a deadline.
Five steps from zero to a fully forged portfolio.
Watch the tour. Each step is the actual workflow — set up an entity, build the cap table, grant equity, model rounds, and share the truth.
- 1Step 01
Set up your entity
- LLC, C-Corp, or fund — pick a structure and go
- Jurisdiction and incorporation details in one form
- No spreadsheets to import — start from zero
- 2Step 02
Build your cap table
- Multi-class support — Common, Preferred, SAFEs, options
- Ownership percentages recalculate live
- Founders, investors, and the option pool in one view
- 3Step 03
Grant equity & track vesting
- 4-year vesting with a 1-year cliff, or any custom schedule
- 83(b) election and exercise tracking built in
- See exactly what's vested as of today
- 4Step 04
Model what's next
- Run a funding round and see dilution before you sign
- Exit waterfalls across every share class
- Sensitivity tables for valuation scenarios
- 5Step 05
Share it with your board & investors
- Board consents with e-signature status tracking
- Read-only stakeholder portal — no spreadsheets emailed around
- Append-only audit log behind every number
Built for the way you actually operate.
Most equity tools were designed for a single venture-backed startup. Forge starts from the assumption that you have more than one.
Three commitments. Every screen.
Truth, not estimates
Every record is append-only and auditable. The number on screen is the number that exists.
Speed, with consequences
Live math, debounced previews, zero loading spinners on the hot path. Decisions don't wait on a refresh.
Operator-grade craft
Built for the person who signs the docs — not for a sales team to demo.
Stop reconciling spreadsheets.
Start forging.
Forge is in private beta. If you operate more than one entity and you're tired of CSV math, you'll feel at home here.