Captable, Inc.

#1 Open-source Cap table management platform, an alternative to Carta, Pulley, Angelist and others.

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Table of contents

• Features
• Community
• Contibuting
• Self hosting

✨ Key features

Important

We envision a world where cap table management is accessible, secure, and empowering for all. Captable, Inc. aims to democratize the handling of cap tables, securities, and stakeholder interactions. Through cutting-edge technology and a commitment to openness, we strive to be the catalyst for positive change in financial ecosystems.

👷 Incorporation (wip) - Captable, Inc. helps you incorporate your company in minutes, with all the necessary legal documents and filings taken care of.

👷 Cap table management (wip) - Captable, Inc. helps you keep track of your company’s ownership structure, including who owns what percentage of the company, how much stock/options has been issued, and more.

✅ Fundraise - Captable, Inc. can help you raise capital, whether its signing standard or custom SAFE or creating and managing fundraising rounds, tracking investor commitments, and more.

✅ Investor updates - Delight your investors and team members by sending them regular updates on your company’s progress.

✅ eSign Documents - Sign SAFE, NDA, contracts, offere letters or any type of documents with Captable Sign.

✅ Data rooms - Captable, Inc. provides a secure virtual data room where you can store important documents and share them with investors, employees, and other stakeholders.

🤝 Community

We have a community of developers, designers, and entrepreneurs who are passionate about building the future of finance. Join us on Discord to connect with like-minded individuals, share your ideas, and collaborate on projects.

• Join us on Discord
• Follow us on Twitter
• Meet the Founder

🫡 Contributing

• Please show us some support by giving it a ⭐️
• We are looking for contributors to help us build the future of cap table management.
• Let's collaborate on Discord community channel.
• Any contributions you make are truly appreciated.

Stack

• Next.js
• Tailwind
• Prisma ORM

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Getting started

When contributing to Captable, Inc., whether on GitHub or in other community spaces:

• Be respectful, civil, and open-minded.
• Before opening a new pull request, try searching through the issue tracker for known issues or fixes.

Setup development environment

• Development environment on Gitpod
• Development environment with Docker
• Development environment without Docker

Development environment on Gitpod

• Click the button below to open this project in Gitpod.

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Development environment with Docker

• Install Docker & Docker Compose

• Fork & clone the forked repository

• Install node and pnpm. (optional)

• Copy .env.example to .env

  cp .env.example .env

• Run the following command to start the development environment

  # With pnpm installed
  pnpm dx
  
  # Without pnpm installed
  docker compose up
  

• Run the following command to migrate and seed the database

  docker compose exec app pnpm db:migrate
  docker compose exec app pnpm db:seed
  

  Note Everytime you make changes to Dockerfile or compose.yml, you need to rebuild the docker image by running docker compose up --build

• Running docker compose up will start all the services on their respective ports.

  • App will be running on http://localhost:3000
  • Emails will be intercepted: http://localhost:8025
  • SMTP will be on PORT http://localhost:1025
  • Postgres will be on PORT http://localhost:5432
  • Prisma studio will be on PORT http://localhost:5555

• Frequently used commands

  • docker compose up - Start the development environment
  • docker compose down - Stop the development environment
  • docker compose logs -f - View logs of the running services
  • docker compose up --build - Rebuild the docker image
  • docker compose run app pnpm db:migrate - Run database migrations
  • docker compose run app pnpm db:seed - Seed the database

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Development environment without Docker

This has been tested on Mac OS and works really well. If you are using Linux/Windows/WSL, you might need to install some additional dependencies.

• Fork the repository

• Clone the repository

  git clone https://github.com/<your-github-name>/captable.git

• Copy .env.example to .env

  cp .env.example .env

• Install latest version of node and pnpm

• Install latest version of postgres database

• Install mailpit for SMTP and email interception

• Create database captable in postgres database

• Update .env file's DATABASE_URL with database credentials

• For a quick start, you can use Supabase database or Neon as well.

• To simulate file storage locally, install minio via homebrew or any other package manager.

  brew install minio

  Once minio is installed run

  minio server start --console-address ":9002"

  This will start minio server
  minio api will be available on http://127.0.0.1:9000 and
  minio web gui will be available on http://127.0.0.1:9002.

  once you see these endpoint in terminal, update the following .env:

  UPLOAD_ENDPOINT="http://127.0.0.1:9000" # should match minio api server's endpoint
  NEXT_PUBLIC_UPLOAD_DOMAIN="http://127.0.0.1:9000" # should match minio api server's endpoint
  UPLOAD_REGION="us-east-1" # don't change it
  UPLOAD_ACCESS_KEY_ID="minioadmin" # by default minio username is "minioadmin"
  UPLOAD_SECRET_ACCESS_KEY="minioadmin" # by default minio password is "minioadmin"
  UPLOAD_BUCKET_PUBLIC="captable-public-bucket"
  UPLOAD_BUCKET_PRIVATE="captable-private-bucket"

  after this, go to minio web gui(http://127.0.0.1:9002) and login:
  username: minioadmin
  password: minioadmin

  and create two buckets with the name:
  captable-public-bucket and captable-private-bucket,
  this should match UPLOAD_BUCKET_PUBLIC and UPLOAD_BUCKET_PRIVATE env's values.

  and you should be done with minio setup.

• Run the following command to install dependencies

  pnpm install

• Run the following command to migrate and seed the database

  pnpm db:migrate
  pnpm db:seed

• Run the following command to start the development server

  pnpm dev
  
  # On a different terminal, run the following command to start the mail server
  pnpm email:dev

  • App will be running on http://localhost:3000
  • Emails will be intercepted: http://localhost:8025
  • SMTP will be on PORT http://localhost:1025
  • Postgres will be on PORT http://localhost:5432

• Frequently used commands

  • pnpm dev - Start the development server
  • pnpm email:dev - Start the mail server
  • pnpm db:migrate - Run database migrations
  • pnpm db:seed - Seed the database

Implement your changes

When making commits, make sure to follow the conventional commit guidelines, i.e. prepending the message with feat:, fix:, chore:, docs:, etc...

git add <file> && git commit -m "feat/fix/chore/docs: commit message"

Open a pull request

When you're done

Make a commit and push your code to your github fork and make a pull-request.

Thanks for your contributions. Much ❤️

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💌 Contributors

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