Finvry vs the rest. One place, not five.
Founders stitch together a cap table tool, an investor update tool, a data room, a spreadsheet forecast and a lawyer for paperwork. Finvry does the investor side of your company in one workspace. Here is how it compares.
Moving from Pulley
Pulley is closing on 8 December 2026.
Bring your cap table to Finvry before then. Export your cap table and securities list from Pulley, drop the files into Finvry with any signed agreements, and AI rebuilds the cap table: holders, share classes, options and vesting, SAFEs and certificate numbers. You check every line before it is saved.
| Finvry | Carta | PulleyClosing 8 Dec 2026 | Eqvista | Visible | |
|---|---|---|---|---|---|
| Plans | |||||
| Free to start | ✓14-day free trial on every plan | ✓Launch | Closing | ✓Under 20 stakeholders | ✓Starter |
| Paid plans from | $29.99 a month | By quote | — | $2 per stakeholder a month | $59 a month, billed yearly |
| Cap table and equity | |||||
| Cap table, options and vesting | ✓ | ✓ | ✓ | ✓ | — |
| SAFEs and convertible notes | ✓ | ✓ | ✓ | ✓ | — |
| E-signing for SAFEs, grants and share purchases | ✓ | ✓ | ✓ | ✓Premium | — |
| Board consents linked to grants | ✓Drafted with AI | ✓ | ✓ | ✓Premium | — |
| Electronic share certificates | ✓ | ✓ | ✓ | ✓Premium | — |
| Round and exit modelling | ✓ | ✓Paid plans | ✓ | ✓Premium | — |
| Import from other cap table tools | ✓AI reads Pulley and Carta exports, and lawyers' files | ✓Assisted move for Pulley customers | — | ✓Spreadsheet import | — |
| Several cap tables (pro forma, what-if) with share links | ✓ | Not listed | Not listed | Not listed | — |
| 409A valuations | — | ✓Paid | ✓Paid | ✓From $990 a year | — |
| Investors and fundraising | |||||
| Investor updates with open tracking | ✓ | Not listed | Not listed | Not listed | ✓ |
| Fundraising pipeline (CRM) | ✓ | Not listed | Not listed | Not listed | ✓ |
| Data room with NDA and view tracking | ✓ | Not listed | Not listed | ✓Data room | ✓ |
| Pitch deck analytics | ✓Per slide, per reader | Not listed | Not listed | Not listed | ✓Per slide on Core and up |
| Public investor page | ✓ | Not listed | Not listed | Not listed | Not listed |
| Investor and grant finder | ✓ | Not listed | Not listed | Not listed | ✓Investor database |
| Finance | |||||
| Statements from QuickBooks, Sheets or files | ✓ | Not listed | Not listed | Not listed | ✓Metrics and dashboards |
| Live bank balances | ✓ | Not listed | Not listed | Not listed | Not listed |
| Burn and runway check | ✓Cash plus treasury bills; one-off costs flagged | Not listed | Not listed | Not listed | Not listed |
| Forecasts with best and worst case | ✓From your books, bank or accountant | Not listed | Not listed | Not listed | Not listed |
| Group forecast across subsidiaries | ✓Each company in its own currency, added together (Scale) | Not listed | Not listed | Not listed | Not listed |
| Consolidated group across subsidiaries and currencies | ✓Intercompany gaps flagged (Scale) | Not listed | Not listed | Not listed | Not listed |
| Revenue retention: NRR, GRR, churn and cohorts | ✓From customer revenue (Scale) | Not listed | Not listed | Not listed | Not listed |
| Customer analysis from a live customer sheet | ✓Growing, slipping and lost customers (Scale) | Not listed | Not listed | Not listed | Not listed |
| Annual financial report for investors | ✓Statements, notes and directors’ report; AI fills the details from your account or online | Not listed | Not listed | Not listed | Not listed |
| KPI boards with share links | ✓Live from your numbers | Not listed | Not listed | Not listed | ✓Dashboards |
| AI analyst on your own numbers | ✓With a "What to do next" plan | Not listed | Not listed | Not listed | Not listed |
| API and AI-assistant (MCP) access | ✓Your numbers in your own tools | ✓API | Not listed | Not listed | Not listed |
| Company | |||||
| Formation, EIN, registered agent and filings | ✓Done for you, fixed prices | Not listed | Not listed | Not listed | Not listed |
| Compliance calendar and reminders | ✓ | Not listed | Not listed | ✓Rule 701, Form 3921 (Premium) | Not listed |
Everything investors ask for
Cap table, updates, data room, deck, forecast, statements and the annual report share the same numbers, for one company or a group with subsidiaries in several currencies, so what you send is always consistent.
AI that does the paperwork
Grants, share purchases and board consents drafted for you, imports read from any file, report details filled from your account or online, and an analyst that tells you what to do next.
Priced for the whole team
Every plan starts with a 14-day free trial. Startup is $29.99 a month, or less paid yearly, for the whole team, not per stakeholder.
Based on each provider's public website and pricing pages, checked October 2026; plans and features change, so check with each provider. "Not listed" means we could not find it on their public plan pages; it may still be available. Pulley's dates are from its shutdown announcement of September 2026. 409A valuations need an independent appraiser; Finvry does not offer them. Carta, Pulley, Eqvista and Visible are trademarks of their owners and are named for comparison only.