AI-first equity management · Built for Indian startups
Rapidvise pairs an append-only, hash-chained equity ledger with an AI assistant that reads your actual company context - so the paperwork drafts itself while the numbers stay provably correct. Rounds, vesting, board meetings and due diligence, in one place.
AI-first by design
Generic chatbots make you paste context. Rapidvise doesn't - the assistant is wired into the same records as the rest of the app, so it drafts from your actual agenda, attendance, share classes and grants. You review, edit and apply. It never writes to a record on its own.
Ask for a notice, resolution or set of minutes and the assistant pulls the meeting's real agenda items, template blocks and attendance - no copy-pasting your own data back at it.
Steer the draft in plain language - tone, emphasis, clauses to include - across a threaded exchange, with every message kept on the draft for later review.
AI output lands in a draft you can reopen, refine and finalise. Applying it to the live document is always a deliberate, attributed human action.
Context is assembled per draft and sanitised before it crosses the model boundary. The assistant sees one meeting's material - never your whole company.
The provider sits behind a clean adapter, so the underlying model can be swapped or self-hosted without touching your records or workflows.
AI-assisted drafts are marked as such and carry their full message history, so reviewers can always see how a document came to be worded that way.
Drafting is live for meeting agendas, resolutions and minutes today, and the same context-aware assistant is being extended across the rest of the platform.
Capital & cap table
Model your authorised capital and share classes, then record issuances, transfers, splits and bonuses as immutable transactions. The cap table is computed - so it always ties.
Issuances, transfers, splits and bonus issues are append-only entries. Mistakes are reversed with a counter-entry, never deleted, and the whole ledger can be replayed and balance-checked.
Define equity, preference and any custom class with rights, par value and conversion terms. Track authorised vs issued vs paid-up capital as it changes.
Build a round with per-investor allocations, see pre/post-money and dilution before you commit, then close it in one transaction. Reopen if terms move.
Single or batch transfers, stock splits with preview and bonus issues - each with its own guided flow and a one-click reversal.
Freeze the cap table at any date, compare two snapshots side by side, and view any stakeholder's position as of a point in time.
Model new rounds, ESOP top-ups and secondaries in a sandbox, compare scenarios, share a read-only link with investors, then convert the winner into a real round.
ESOP
Run the full option lifecycle without a parallel spreadsheet - including the Black-Scholes valuation and perquisite tax numbers your CA and your employees keep asking for.
Create plans with pool size, exercise windows and post-termination rules. Top up or close a pool, and watch available vs granted vs exercised at all times.
Issue grants individually or in bulk, with cliffs, custom vesting schedules and performance conditions. Preview a vesting schedule before you commit it.
Submit, approve, employee-accept, pause and resume vesting, amend with an approval trail, or terminate on exit with the correct treatment of vested and unvested options.
Generate a branded PDF grant letter per employee, delivered by email and stored in the vault - with acceptance tracked against the grant.
Employees request an exercise, see a live preview of cost and tax, and admins approve, mark paid or reverse. Allocation is strict FIFO across tranches, and shares land in the ledger.
Black-Scholes option valuation with batch runs, an expense report for the period, FMV records over time, and a perquisite tax estimate for each employee exercise.
Meetings & governance
Notices, quorum, consents, minutes and resolutions - handled in the same system that holds the equity they authorise.
Build the agenda item by item, or start from a reusable meeting template so board and shareholder meetings follow the same structure every time.
Preview and send notices to invitees, chase with reminders, and track RSVPs - including one-click accept/decline links and calendar invites.
Collect short-notice consents electronically through Zoho Sign, with reminders, downloadable signed copies and a manual-upload fallback.
Draft minutes, circulate for confirmation, capture signatures, and promote decisions into a searchable resolutions register.
Agendas, resolutions and minutes drafted by an assistant that already has the meeting's context - then reviewed, edited and applied by you.
Record attendance per invitee, flag compliance gaps, and export the invitee list for your statutory records.
Portals
Stop emailing PDFs. Everyone gets a login that shows exactly what they're entitled to see - and nothing else.
The full company: cap table, rounds, ESOP, meetings, documents, members and settings, with role-based permissions and an onboarding checklist to get set up.
A personal ESOP portal across every company they hold options in - vested vs unvested, schedule, current value, exercise requests, KYC and an FAQ.
A cross-company portfolio view with holdings, documents, meeting papers, RSVPs, resolutions and per-company exports.
Time-boxed, revocable read-only access to the cap table, ESOP, documents and meetings, with an activity report showing exactly what was opened and when.
Records, data & trust
Versioned documents attached to any record - grants, rounds, meetings, stakeholders - with bulk upload, restore and download of any prior version.
Collect and verify KYC for investors, employees and the company itself, with review, rejection reasons and secure downloads.
Search stakeholders, grants, documents, meetings and resolutions from one box, with typeahead, scoped to what your role can see.
In-app and email notifications for grants, approvals, meetings and documents - with per-user preferences and one-click unsubscribe.
Multi-email verified login, sudo re-authentication for sensitive actions, active session management, and consent-gated support impersonation.
CIN and ISIN fields, lakh/crore number formatting, INR money handling and IST timestamps - stored in UTC, shown the way your team reads them.
Set up your company and let the ledger keep it honest from day one - with an AI assistant handling the paperwork around it.