Tabulate
incentiv.finance
What it is
Tabulate is a web-based ownership and equity management product from Incentiv, founded in 2022 in Bangalore. It keeps shares, options, warrants, SAFEs, convertible notes, and other share classes in one ownership record. Recording an issuance, transfer, exercise, or conversion updates the cap table in real time and adds an audit-trail entry. Founders and finance teams can model proposed funding rounds and see potential dilution among founders, investors, and the ESOP pool. ESOP workflows cover bulk digital grant letters, e-signatures, vesting tracking, employee self-service, exercise and exit management, and expense reports. Grantees can view grant details, vesting progress, and value through an employee portal. Tabulate generates board-pack reports, investor updates, due-diligence documents, and Companies Act-aligned paperwork such as SH-6. Share records are described as aligned with NSDL/CDSL dematerialisation requirements. It integrates with Incentiv Transact for liquidity workflows. Pricing is on request, with a 30-day trial.
Spec sheet
- Purpose
- Tabulate manages equity and cap tables, including ESOPs, shareholders, investor updates, and ownership records.Read 9 Oct 2026 · incentiv.finance
- Intended users
- The ESOP workflows are described for HR, employees, finance teams, secretarial teams, and management.Read 9 Oct 2026 · incentiv.finance
- Compliance
- Tabulate generates Companies Act-aligned compliance documentation, including SH-6, for equity events.Read 9 Oct 2026 · incentiv.finance
- Headquarters
- Bangalore, IndiaRead 28 Sep 2026 · incentiv.finance
- Founded
- 2022Read 28 Sep 2026 · incentiv.finance
- Audit trail
- Tabulate logs issuances, transfers, and conversions in a full audit trail.Read 9 Oct 2026 · incentiv.finance
- Availability
- The product page invites visitors to request a demo and contact sales.Read 9 Oct 2026 · incentiv.finance
- Cap table
- The cap table updates when equity events such as issuances, transfers, exercises, or conversions are recorded.Read 9 Oct 2026 · incentiv.finance
- Cap tables
- It tracks shares, options, warrants, convertible notes, and SAFEs in a company ownership record.Read 9 Oct 2026 · incentiv.finance
- Company history
- Incentiv says it was founded in 2022 and launched Tabulate in 2023.Read 9 Oct 2026 · incentiv.finance
- Compliance records
- The site says Tabulate generates Companies Act-aligned documentation, including SH-6, and keeps records aligned with NSDL/CDSL dematerialisation requirements.Read 9 Oct 2026 · incentiv.finance
- Dematerialisation
- Share records are described as aligned with NSDL/CDSL dematerialisation requirements.Read 9 Oct 2026 · incentiv.finance
- Employee portal
- Each grantee can view their own grant details, vesting progress, and value through an employee self-service portal.Read 9 Oct 2026 · incentiv.finance
- ESOP workflows
- It supports digital grant letters, e-signatures, vesting tracking, employee self-service, and exercise and exit management.Read 9 Oct 2026 · incentiv.finance
- Instruments
- It tracks shares, options, warrants, SAFEs, convertible notes, and other share classes in a single ownership record.Read 9 Oct 2026 · incentiv.finance
- Integration
- The product page describes an integration with Incentiv Transact for liquidity workflows for ESOP holders and investors.Read 9 Oct 2026 · incentiv.finance
- Legal limit
- The cap table page says Tabulate does not replace the judgment or sign-off of a company secretary or legal counsel.Read 9 Oct 2026 · incentiv.finance
- Ownership updates
- The product page says cap tables update in real time with equity events.Read 9 Oct 2026 · incentiv.finance
- Privacy and security
- Incentiv's privacy policy says it follows security practices required under India's Information Technology Act and related rules, and says internet security cannot be guaranteed.Read 9 Oct 2026 · incentiv.finance
- Reporting
- It generates board pack reports, investor updates, and due-diligence documentation from the ownership record.Read 9 Oct 2026 · incentiv.finance
- Scenario modeling
- Tabulate can model future funding rounds to show potential dilution across founders, investors, and the ESOP pool.Read 9 Oct 2026 · incentiv.finance
- Scenario modelling
- Founders and finance teams can model a proposed funding round against the current ownership record and view dilution across stakeholder groups.Read 9 Oct 2026 · incentiv.finance
- Support contact
- Incentiv's contact page offers an email contact, a message form, and a demo request.Read 9 Oct 2026 · incentiv.finance
Strong points and limits
Strong points
- Tracks multiple share classes in one record
- Real-time cap-table updates and audit trail
- Funding-round dilution scenario modelling
- Employee portal for grant and vesting details
- Generates Companies Act-aligned documents
Limits
- Pricing requires contacting sales
- Does not replace company secretary or legal counsel
- Available on the web only
Who it suits
Tabulate suits companies managing equity records, ESOPs, investor information, and compliance paperwork. Its ESOP workflows are aimed at HR, employees, finance, secretarial teams, and management.
Verdict
Tabulate combines ownership records, ESOP administration, scenario modelling, reporting, and compliance documents in one web product. Buyers should account for its paid, quote-based model and the need for professional sign-off on legal matters.
Where Specifiction places it
- Equity Compensation Management Software#21 of 296.9