Q: What information do I need to get started?

To get started, you’ll need:Current cap table or ownership records (any format)Basic company information (name, incorporation details)Shareholder contact information (names, emails)Outstanding options, warrants, convertible notes

Question 1

What is TokenCapStack?

Accepted Answer

TokenCapStack is a blockchain-based platform transforming traditional cap table management by tokenizing company equity. It addresses the widespread reliance on Excel spreadsheets affecting 33 million private U.S. companies.Major financial institutions are moving on-chain: Nasdaq filed to tokenize all listed securities, DTCC received SEC approval for tokenizing stocks, and Galaxy Digital became the first public company tokenizing its shares.The platform provides:Immutable ownership recordsReal-time transparencyAutomated compliance built into transactionsFuture-ready infrastructure aligned with Wall Street&rsquo;s direction

Question 2

Who is TokenCapStack for?

Accepted Answer

TokenCapStack is designed for private companies modernizing equity management. Ideal users include:Startups and growth-stage companies needing clean cap tables for fundraisingFounders managing multiple Excel filesCompanies with multiple investors wanting real-time portfolio visibilityBusinesses preparing for exit needing institutional-grade recordsForward-thinking companies positioning for on-chain economy development

Question 3

How long does onboarding take?

Accepted Answer

Typical onboarding completes in 48 hours. The process:Upload your current cap table (any format)Our team handles cleanup, validation, and organizationTokenization on the blockchainShareholder dashboard accessComplex cap tables may require additional days.

Question 4

What information do I need to get started?

Accepted Answer

To get started, you&rsquo;ll need:Current cap table or ownership records (any format)Basic company information (name, incorporation details)Shareholder contact information (names, emails)Outstanding options, warrants, convertible notes

Question 5

What does "tokenizing equity" actually mean?

Accepted Answer

Tokenizing equity means converting your company shares into digital tokens on a blockchain. Each token represents real ownership&mdash;think of it like converting paper cash to digital banking.Your tokenized shares represent the exact same legal ownership as traditional shares.

Question 6

Why is Wall Street tokenizing securities now?

Accepted Answer

2025 marked a significant institutional movement toward tokenized securities:Nasdaq (September 2025): Filed to tokenize all listed equities and ETPs, targeting a 2026 launchDTCC (December 2025): Received SEC approval to tokenize Russell 1000 stocks, U.S. Treasuries, and major ETFsGalaxy Digital (September 2025): First Nasdaq company to tokenize SEC-registered shares on SolanaBlackRock: Launched BUIDL, a $2.5 billion tokenized Treasury fund across blockchainsSEC Chairman Paul Atkins predicts tokenization becoming core to U.S. markets within &ldquo;a couple of years.&rdquo;

Question 7

Why use blockchain for cap table management?

Accepted Answer

Blockchain offers advantages traditional databases cannot match:Immutability: Records cannot be altered, creating a permanent audit trailTransparency: All stakeholders can verify ownership in real-timeSecurity: Distributed architecture eliminates single points of failureFuture-ready: Compatible with the infrastructure major institutions are building

Question 8

Do my shareholders need crypto wallets?

Accepted Answer

No. Initially, all tokens are held in secure custody through TokenCapStack. Shareholders access their holdings via simple dashboards&mdash;no blockchain knowledge required.Optional wallet delivery is available at $25 per transfer for shareholders who prefer direct custody.

Question 9

Is my data secure on the blockchain?

Accepted Answer

Yes. Multiple security layers protect your data:Blockchain security: Distributed consensus mechanismsPrivacy protection: Enterprise-grade encryption for PII (stored off-chain)Access controls: Strict authentication protocolsCompliance monitoring: All access and transactions loggedPersonal identifiable information remains private and encrypted off-chain.

Question 10

Is tokenized equity legally recognized?

Accepted Answer

Yes. Tokenized shares represent real, legally valid ownership. They are digital representations of existing shares&mdash;not creating new securities or changing the underlying legal structure.The GENIUS Act provides additional regulatory clarity. Our founding team includes Douglas Borthwick, who executed the world&rsquo;s first SEC-registered security token IPO at INX Limited, raising $85 million.

Question 11

Do I need to change my company's legal documents?

Accepted Answer

In most cases, no significant changes are required. Tokenization is a recording method, not a structural change.We recommend:Notifying shareholders about the blockchain-based records transitionUpdating company records to reference the tokenized cap table as the authoritative sourceConsulting corporate counsel if you have specific concerns

Question 12

What happens to my tokenized shares if TokenCapStack goes away?

Accepted Answer

Your ownership remains secure:Blockchain permanence: Records are stored on public infrastructure independent of TokenCapStackFull data export: Available anytime in standard formatsWallet tokens: Remain accessible if in shareholder custodyLegal documentation: Remains valid regardless

Question 13

How does TokenCapStack handle KYC/AML requirements?

Accepted Answer

We implement robust compliance procedures:Identity verification for all shareholders and usersCompliance checks aligned with securities regulationsAudit trails for all ownership changes and transactionsSecure off-chain encrypted storage of identity documents

Question 14

How much does TokenCapStack cost?

Accepted Answer

Simple, transparent pricing:Annual: $200/year (best value)Monthly: $20/monthThat&rsquo;s approximately 90% less expensive than Carta, AngelList, or Pulley.Optional add-ons:Dividend distribution: $0.50 per paymentToken delivery to personal wallets: $25 per transfer

Question 15

What's included in my subscription?

Accepted Answer

Full platform access includes:Complete cap table tokenization on blockchainUnlimited cap table updatesReal-time shareholder dashboardsAutomated compliance tracking48-hour onboardingDedicated customer success supportNo hidden fees, no tiered feature gates.

Question 16

How does your pricing compare to Carta?

Accepted Answer

Here&rsquo;s how we compare:Carta: $2,000&ndash;$10,000+ annuallyAngelList: $1,800&ndash;$6,000+ annuallyPulley: $1,200&ndash;$4,800+ annuallyTokenCapStack: $200 annuallyThat&rsquo;s approximately 90% savings with blockchain-ready infrastructure included.

Question 17

Can I cancel anytime?

Accepted Answer

Yes, anytime with no penalties. When you cancel:You retain access through your paid periodYou can export your data in standard formatsBlockchain records remain immutable and permanentWallet tokens remain accessible

Question 18

Can TokenCapStack handle complex cap tables?

Accepted Answer

Yes. TokenCapStack is designed for institutional-grade complexity:Multiple share classes (common, preferred, series A/B/C)Employee stock option pools (ISO, NSO)Warrants and convertible notesVesting schedules and cliffsAnti-dilution provisionsLiquidation preferencesPro-rata rights

Question 19

What can shareholders see on their dashboards?

Accepted Answer

Shareholders get real-time access to:Current holdings (shares/tokens)Ownership percentageShare class details and rightsComplete transaction historyVesting schedule statusCompany updates and announcements

Question 20

Can I issue new shares through TokenCapStack?

Accepted Answer

Yes. Issue new equity seamlessly:New funding roundsOption grantsWarrant exercisesConvertible note tracking and conversionAll new issuances are automatically tokenized and recorded, updating all shareholder dashboards in real-time.

Question 21

What about dividends and distributions?

Accepted Answer

Full dividend support includes:Automatic calculations based on ownership percentagesDistribution history tracking per shareholderTax documentation generationOptional automated payments ($0.50 per payment)The blockchain provides an immutable record of all distributions.

Question 22

What is the "Insumer Model"?

Accepted Answer

The Insumer Model&trade; is a transformative framework invented by co-founder Douglas Borthwick. It converts customers into stakeholders through tokenized equity, shifting the customer relationship from transactional to ownership-based.When cap tables are tokenized, equity becomes portable&mdash;shareholders can prove ownership instantly at checkout or online.

Question 23

What tools are available for my shareholders right now?

Accepted Answer

Four live production applications:InsumerWallet: Shareholders connect MetaMask, Phantom, or Coinbase Wallet to view holdings across 7 chains and generate QR codesInsumerScanner: Merchant tool for scanning QR codes, verifying token holdings, and applying tiered discounts. Supports 15,000+ tokensInsumerDashboard: Business owners configure token tiers, manage scanner accounts, view analytics, and add partner tokensInsumerRegistry: Register tokens for ecosystem-wide recognition with multi-chain supportSupported blockchains: Ethereum, Polygon, Avalanche, Arbitrum, Optimism, Base, Solana

Question 24

How do shareholders use InsumerWallet?

Accepted Answer

Simple process:Connect wallet (MetaMask, Phantom, or Coinbase Wallet)View token balances across 7 blockchainsGenerate a time-limited, cryptographically signed QR codeShow QR at checkout for merchant scanning and verificationThe wallet is read-only&mdash;it can only view holdings, never move tokens.

Question 25

How do I set up shareholder discounts as a merchant?

Accepted Answer

Quick setup process:Add your token or search 15,000+ existing tokensConfigure discount tiers via InsumerDashboardScan customer QR codes at checkoutScanner verifies on-chain holdings in real-timeAppropriate discount is automatically calculatedYou can also attract crypto communities by offering discounts for popular tokens.

Question 26

What's the relationship between TokenCapStack and The Insumer Model™?

Accepted Answer

They are complementary but separate:TokenCapStack provides the infrastructure: tokenizing cap tables, delivering tokens, managing recordsThe Insumer Model&trade; provides the utility: an ecosystem allowing shareholders to prove ownership and receive benefits

Question 27

When will secondary trading be available?

Accepted Answer

Secondary trading through an Alternative Trading System (ATS) is Stage 3 of our roadmap&mdash;a long-term vision rather than an immediate feature.Stage 1 (Now): Cap table tokenization infrastructureStage 2 (Live): Insumer ecosystem with shareholder rewardsStage 3 (Vision): ATS for secondary trading

Question 28

Why should I tokenize now instead of waiting?

Accepted Answer

Compelling reasons to act now:Wall Street is moving on-chain&mdash;infrastructure is being built nowImmediate benefits: clean records, real-time transparency, investor confidenceCost savings from your very first fundraising roundInsumer ecosystem is live and accessible immediatelyFirst-mover advantage in the digital ownership economyPositioned when digital wallets become ubiquitous

Frequently Asked Questions

🚀Getting Started

⛓Tokenization & Technology

⚖Legal & Compliance

💰Pricing & Plans

✨Features & Capabilities

🔮The Insumer Model™ & Live Ecosystem

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