Last updated 08-10-2026
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Mantle
Mantle runs two products for private markets teams. Mantle Equity handles cap tables, SAFE issuance, option grants, scenario modeling, and 409A valuations for startups. Mantle Portal aggregates private fund documents, capital calls, and LP reporting for endowments, family offices, and pensions.
Carta and Pulley charge per stakeholder or seat as your cap table grows. Mantle prices by feature tier with unlimited stakeholders on every plan, so counsel, investors, and employees can access the data without multiplying your bill. Its AI layer reads SAFEs, term sheets, and board docs to populate structured records instead of leaving you in spreadsheet cleanup mode.
Founders and CFOs use Mantle Equity from incorporation through growth rounds. Institutional investors use Mantle Portal to normalize fragmented fund PDFs into portfolio views with document tracking and AI-assisted reporting. Both products share a trusted data layer built for agentic workflows that connect to models like Claude and ChatGPT.
Unlimited stakeholders on every Mantle Equity plan with no per-seat pricing
AI document extraction turns SAFEs, term sheets, and board docs into cap table records
Scenario modeling for dilution, pro-rata rounds, and option pool top-ups on live data
Mantle Portal tracks capital calls, distributions, and K-1s across private fund portfolios
Annual 409A valuation included on the $3K per year Growth plan
SOC 2 certified infrastructure with law firm and stakeholder collaboration portals
Unlimited stakeholders on every tier avoids per-seat cap table fees.
AI reads SAFEs and term sheets to build audit-ready records from uploads.
Free Starter tier covers scenario modeling and SAFE issuance for early founders.
Two products cover both startup equity and institutional fund portfolio data.
SOC 2 certified with law firm collaboration built into the platform.
Mantle Portal pricing is not published on the public site; equity plans are the only listed tiers.
Annual 409A valuation requires the $3,000 per year Growth plan.
Additional 409A valuations cost $1,800 each beyond the included annual valuation.
Less brand recognition than Carta for teams that need a household-name vendor.
Is Mantle free to use?
Yes. Mantle offers a free Starter plan for Mantle Equity with unlimited stakeholders, AI workflow tools, SAFE signing, vesting schedules, and scenario modeling. Paid Essentials is $1,200 per year and Growth is $3,000 per year with securities issuance, board actions, and annual 409A valuations.
What does Mantle Portal do?
Mantle Portal aggregates private fund documents, capital calls, distributions, and investor reports into one portfolio view. Mantle Portal is built for endowments, family offices, pensions, and fund-of-funds teams that need structured data from fragmented LP reporting.
How does Mantle compare to Carta?
Mantle prices by feature tier with unlimited stakeholders instead of per-seat fees common on Carta. Mantle also bundles AI document extraction and scenario modeling on lower tiers, and publishes direct comparison pages at withmantle.com/equity/mantle-vs-carta for founders evaluating both platforms.
Does Mantle support SAFEs and option grants?
Yes. Mantle Equity supports SAFE issuance with e-signatures, custom templates, option grants, board actions, and in-platform option exercising on paid plans. The Essentials plan at $1,200 per year adds securities issuance and ISO or NSO reporting.
Can Mantle model fundraising dilution?
Yes. Mantle Equity includes scenario modeling and a free round calculator that shows ownership after lead investor participation, pro-rata rights, board pool top-ups, and SAFE conversions. Founders can model dilution on the free Starter tier.
Is Mantle secure for financial data?
Mantle is SOC 2 certified and runs on Google Cloud infrastructure. Mantle publishes a security page at withmantle.com/security and offers stakeholder access controls so founders, counsel, and investors see only the records assigned to them.