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Clerk | AI Assistant for Cap Tables

Mantle offers two AI-powered platforms: Mantle Equity for cap table management, fundraising scenarios, SAFEs, options, and 409A workflows; and Mantle Portal for private fund data aggregation, document

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Clerk | AI Assistant for Cap Tables screenshot, image 1

Overview

Mantle offers two AI-powered platforms: Mantle Equity for cap table management, fundraising scenarios, SAFEs, options, and 409A workflows; and Mantle Portal for private fund data aggregation, document tracking, and LP reporting.

AI summary

Mantle provides two AI-powered platforms designed for equity management and private fund data aggregation, aiming to streamline workflows and enhance decision-making through structured data.

Sources behind this listingSee source links, recorded dates and owner corrections.

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TaglineMantle offers two AI-powered platforms: Mantle Equity for cap table management, fundraising scenarios, SAFEs, options, and 409A workflows; and Mantle Portal for private fund dat...
ObservedRecorded Source: withmantle.com
DescriptionMantle offers two AI-powered platforms: Mantle Equity for cap table management, fundraising scenarios, SAFEs, options, and 409A workflows; and Mantle Portal for private fund dat...
ObservedRecorded Source: withmantle.com
Free planNot stated
Source not recordedDate not recordedSource link unavailable
Free trialYes
ObservedRecorded Source: withmantle.com
Pricing modelfreemium
AI-inferredRecorded Source: withmantle.com
IntegrationsLinear
ObservedRecorded Source: withmantle.com
Plan: StarterFree
AI-inferredRecorded Source: withmantle.com
Plan: Essentials$100/mo
AI-inferredRecorded Source: withmantle.com
Plan: Growth$250/mo
AI-inferredRecorded Source: withmantle.com
SummaryMantle provides two AI-powered platforms designed for equity management and private fund data aggregation, aiming to streamline workflows and enhance decision-making through str...
AI-inferredRecorded Source link unavailable

Pricing

Pricing recorded 22 September 2026Pricing page
Starter
Free
stakeholders
unlimited
  • No credit card required
  • Clerk AI assistant
  • Self-serve, always free
Essentials
$100/mo
Flat
stakeholders
unlimited
  • Concierge onboarding
  • Issue & sign securities
  • Custom SAFE templates
Growth
$250/mo
Flat
stakeholders
unlimited
  • Annual 409A valuation
  • VIP customer support
  • SOC 2 Type 2 report access
Free tier: Unlimited stakeholders, Clerk AI assistant, Self-serve, always free

Who Is It For

Best for

Companies looking for integrated solutions for cap table management and private fund data insights.

Not for

Organizations that require extensive free features or those focused on general accounting rather than specialized equity management.

Strengths & Weaknesses

Biggest strength

Offers a dual-platform approach with Mantle Equity for cap table management and Mantle Portal for fund data aggregation, potentially enhancing operational efficiency.

Biggest weakness

Pricing information is not visible, which may limit transparency for potential users evaluating cost (AI-inferred; may be outdated. Founders can correct this)

Classification

Likely competitors
CartaPulleyEquityZen

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How we sourced this: Observed fields () were crawled from https://withmantle.com/ when recorded. Source links and dates are available above. AI-inferred fields () were generated by gpt-4o-mini and are always labelled, never presented as measured fact. Last updated: 22 September 2026. Site availability checked: 22 September 2026. Is this your tool? Claim it to edit and get a do-follow badge.