A cap table that is always correct — not just recorded
Validated shareholder and equity management for privately held companies — share classes, an automated ledger, dividends, certificates and meetings, all reconciled and linked natively to your Odoo contacts.
The problem
Ownership records for startups, cooperatives, funds and SMEs live in spreadsheets, standalone cap-table tools, or a lawyer's files — none of it connected to the contacts or accounting already in Odoo. Cheap add-ons only stamp a percentage on a contact with no validation; expensive suites bury the same task in enterprise complexity. Either way, nobody can answer "what is the cap table today, after this transfer?" without manual recalculation, and there is no check that ownership actually sums to 100%.
The solution
Shareholder & Equity Management gives every holder, share class, transaction, dividend, certificate and meeting a single, validated home inside Odoo. Ownership percentages are always stored and reconciled automatically, holders link straight to existing contacts, and every issuance, transfer, redemption or repurchase updates the cap table and the share ledger together — so the numbers on screen are always the numbers that are true.
Everything a cap table needs
Every capability below is implemented in the module.
Validated cap table dashboard
A single always-current view of who owns what, by holder and share class, with stored ownership percentages that are never left for someone to recompute by hand.
Automatic ownership validation
Enforced checks on share classes and holdings catch inconsistent ownership before it is saved, removing the silent-error risk that spreadsheets and simple percentage fields leave to the user.
Shareholder lifecycle & categories
Register, categorize (individual, institutional, employee) and retire shareholders over time, with state-aware list decorations and a dedicated kanban for a quick portfolio view.
Native contact integration
Shareholders link straight to existing res.partner contacts, with a smart button and a Shareholder page on the contact form — no re-keying the same person twice.
Automated share ledger
Issuance, transfer, redemption and repurchase transactions post to an auditable ledger and update the cap table automatically, filterable by shareholder, date and transaction type.
Options, warrants & convertibles
Configure multiple instrument classes with exercise and expiry tracking, and see every option, warrant and convertible note in one consolidated summary with its outstanding balance.
Guided dividend distribution
Declare a dividend, compute per-holder payout lines from the cap table, mark it paid and print a voucher — a complete, visible path from rate to payout.
Printable share certificates
Generate numbered, QR-coded share certificates per issuance and print or download them as the tangible legal record of ownership.
Shareholder meeting management
Schedule meetings, track attendees and quorum, and archive resolutions and minutes alongside the ownership data they concern.
How it works
Set up classes & holders
Define share classes, then register shareholders and link them to existing contacts and categories.
Record transactions
Issue, transfer, redeem or repurchase shares; the ledger and the cap table update together, automatically.
Distribute & document
Declare dividends, compute payouts, and print certificates and vouchers for every holder.
Govern with confidence
Hold meetings, log resolutions and minutes, and review a cap table that is always reconciled.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Yes. Ownership percentages are stored and validated automatically as transactions post, instead of being typed freely as in simple percentage-field competitors.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Shareholder & Equity Management
A validated cap table on native Odoo contacts with an automated share ledger, options, warrants and convertibles — plus guided dividends, printable certificates and shareholder meetings.
Buy on Odoo App Store