✅ Visibility for all members
✅ Funding & Contributions
✅ Motions and Voting
✅ Cap table and cap ledger
✅ Full-service banking including distribution management
✅ Operating Agreement template and signature collection
✅ Document storage
✅ Integrations with Intuit, Wave, Yodlee, and more
Start collecting contributions for your group's investment goal.
Your cap table shows the percentage of ownership and capital account balance for each owner as well as a capital account ledger with a breakdown of owner's capital accounts.
Utilize a central repository for all your Tribe's important files to discuss and collaborate on.
There are a few reasons you will need to manually add a transaction to your cap ledger. If a member wires funding directly into the business account, you will need to manually add this transaction to the cap ledger. As well as if you need to capture transactions for the business that happened off platform.
Transactions can be added directly from banking transactions or within the cap ledger.
In the Tribe Dashboard you will go to the Funding tab and select Contributions. You'll be able to select the funding the round you are contributing to and verify your source bank account. Enter the dollar amount you would like to contribute and the date you would like the contribution to be triggered.
You can also set up monthly recurring contributions.
Any Tribe manager can add members from the Tribe Dashboard by entering their name, email, and phone number to send them an invitation.
You can easily create funding rounds from your Tribe dashboard. From there you will name the funding round, give it a description, set the contribution range, and select a deadline.
Only administrators of a Tribe can edit cap table equity and initial contributions. Tribe equity is determined by how rules and bylaws are setup initially. Equity can either be set manually or tied to member contributions.
You can make changes as needed to the cap table with equity or reserved equity and add in officer roles.