Trolley
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- $100,000 ISO Limit
- 409a Price History For ASC 718
- ASC 718 Reporting Software
- Adjustable Days in a Year
- Adjustable Rounding Policies
- Audit Log
- Automatic Vesting Calculation
- Breakpoint Calculations
- Cap Table Versions
- Compliance Auditor
- Convertible Securities
- Custom Cap Table Date
- Custom Expiration Policies
- Customizable Time-based Vesting
- Dividend Calculations
- Document Management
- Electronic Certificated
- Excel Export
- Goal Seek Analysis
- ISO and NSO Tracking
- Legal Document
- Automation
- Managed User Access
- Preferred Stock Terms
- Shareholder Access
- Spreadsheet Uploader
- Stock Splits
- Track Performance-Based Vesting
- Valuation Functionality
- Warrant
- Waterfall Analysis
Pricing Info
Pricing Info
Capshare offers the following basic and enterprise pricing packages:
Lite – Free
- Cloud-Based Cap Table Management
- Shareholder / Investor Portal
- Book-Entry, Electronic Shares
- Convertible Debt, SAFE Docs, Etc.
- Document Automation / E-Signatures
- Equity Plan Management
- Downloadable Reports
Pro – $3/month/shareholder
- All Lite features
- Unlimited Shareholders
- Financing Rounds
- Waterfall Analysis
- Cap Table Versions
- Breakpoints Analysis
Enterprise – $5/month/shareholder
- All-Pro features
- Cap Table Consulting
- Equity Compensation Consulting
- Custom Reporting
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Lendio, Lendkey, Technorati
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A cloud-based cap table and equity management platform. It automates option grants, simply performs complex exit analysis, and provides all of the lawyer level detail needed to completely manage a company’s cap table.
Company Email
support@capshare.com
Contact No.
Company's Address
Capshare Inc.
9815 S Monroe St #501, Sandy
UT 84070
United States
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Automated mass payouts
- Real-time payout monitoring
- Foreign exchange tracking
- Instant payouts (Eurozone and UK only)
- Email notifications of payments
- Customized approval workflows
- One-platform reconciliation
- Available in over 200 countries and regions
- Tax form collection
- Tax reporting
- IRS tax compliance
- 256-bit data encryption
- Automated withholding calculations
- Built-in fraud screening
- Risk mitigation
- Bank account validation
- Returned payment handling
- Recipient widget
- White-labeled onboarding portal
- AML watchlist screening
- Bank-level security
- Two-factor authentication
Pricing Info
Trolley is available in three paid pricing plans: Grow, Platform, and Enterprise. Below are more information on how much each plan costs and what they include.
Grow Plan – $49/month
- Unlimited Users
- Unlimited Recipients
- Unlimited Payments
- Phone, Email and Live chat Support
- Recipient Portal & Widget
- CSV file uploads
- Notifications (email, text, Slack)
- Reporting
- Bank Account Validation
- Send PayPal Payouts
- Low FX Rates to 135+ currencies
- White-Label email notifications to recipients
- AML & Compliance watchlist screening
- White-label email requests for missing recipient data
- REST API Access
- Zapier integrations
Platform Plan – $199/month
- All Grow Plan features, plus:
- Multiple currency balances
- W9/W8 Tax Form Collection
- 1099-MISC and 1042-S End of Year Tax Statements & E-FILE generation
Enterprise – custom pricing
- All Grow and Platform Plan features
Trolley also offers per-transaction pricing to businesses that make more than 500 payments or send more than $100,000 in foreign exchange each month.
For bank transfers, Trolley offers the following pricing structure:
- To Europe EUR (local SEPA transfer) – 1.00
- To United Kingdom GBP (local Faster Payments transfer) – 1.00
- To 35+ other major countries (local bank transfer) – 4.00
- All other countries (Swift bank wire) – 10.00
Integrations
Trolley integrates with a wide variety of third-party software for accounting, CRM, productivity, and email and messaging. These apps include:
- Xero
- Quickbooks
- SendGrid
- Twilio
- Shopify
- Asana
- Trello
- Salesforce
- Zendesk
- Todoist
- Google Sheets
- Zapier
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Faber Technologies, Stargazer, UNItiques Inc.
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Designed to automate payouts and payment tracking, improve the collection of recipients’ tax and bank information, and reduce the risk of fraud. The platform also simplifies tax collection for businesses through automated tax report generation and withholding calculations. Aside from a white-label portal, Trolley also comes with a Recipient Widget for collecting recipients’ bank account details.
Company Email
marketing@trolley.com
Contact No.
Company's Address
1100 Atwater Ave,
Suite 4300 Westmount,
Quebec H3Z 2Y4
Canada
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You shouldn’t count on exclusively a broad set of features and scalable pricing packages from a reliable Accounting Software. Almost as essential as core features is a trustworthy customer support. You want to make sure that when you have any questions about Capshare or Trolley, or you struggle with some problems, or maybe you’ll need to request a certain change or feature useful to your team you can rely on a responsive and helpful customer support. Check out whether services such as phone support, tickets or live chat are offered. Additionally, it’s a big plus if you are able to enjoy personal training or at least a knowledge base you can use.
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