Aportia review
A focused, low-cost web tool for modeling ownership, fundraising, and equity changes.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Aportia is a web-based cap table and equity management product for founders and early-stage teams. It supports static, hybrid, and contribution-based dynamic equity models, along with share-class tracking for common, preferred, and founder shares. Teams can manage option pools, grants, vesting schedules, SAFEs, convertible notes, shareholders, and permissions in one project. It is best suited to startups that need more than a basic ownership ledger, particularly when modeling complex financings or contribution-based equity.
Pricing is straightforward, with two plans that offer the same listed features. The Monthly plan costs $19.99 per project per month and includes one project, unlimited members, Slicing Pie models, PDF report export, vesting and grants, and SAFEs and convertible notes. The Yearly plan costs $199.99 per project per year and includes the same highlights on annual billing. A 7-day trial is available, but there is no free plan. The one-project limit makes the pricing most relevant for a startup managing a single company or cap table rather than multiple entities.
Aportia’s main depth is its financing and equity modeling. It can simulate funding rounds and dilution strategies, calculate conversions for SAFEs and convertible notes, and freeze dynamic equity into fixed shares when preparing for a financing round. Imports from Excel, Google Sheets, Numbers, and CSV can support migration, while role-based permissions, a shareholder portal, an audit log, dated equity transactions, legal document templates, and a document vault extend the workflow beyond modeling. Choose Aportia if you want broad equity mechanics at a low monthly entry price. Teams needing multiple projects under one plan or a non-web platform should look elsewhere.
Aportia pros and cons
- Where it wins
- Models shares, options, SAFEs, notes, vesting, and dilution
- Imports cap tables from Excel, Google Sheets, Numbers, or CSV
- Exports cap tables, certificates, reports, and audit trails as PDFs
- Where it doesn't
- No free plan is available
- Each plan covers one project
- Access is limited to the web platform
Aportia fact sheet, pricing and score →
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