Hanzo Cap Table

API reference · Captable → — every endpoint, generated from the OpenAPI spec.

Hanzo Cap Table is an open-source equity-management platform for startups and growth-stage companies — a self-hostable alternative to Carta, Pulley, and AngelList. Manage share classes, stock options, SAFEs, and convertible notes; run fundraising rounds; share documents in a data room; and collect signatures — all with a full audit trail. It runs as a standalone Next.js application at captable.hanzo.ai and signs in through Hanzo IAM.

The equity, fundraising, document, data-room, e-signing, and investor-update workflows are production features today. Company incorporation is still under active development and is marked as a work in progress inside the app.

Features

Share Classes: Common and preferred classes with customizable terms
Securities: Shares, stock options (ISO / NSO / RSU), SAFEs, and convertible notes
SAFEs: The six standard Y Combinator SAFE templates plus custom terms — valuation cap, discount, MFN, and pro-rata rights
Convertible Notes: CCD, OCD, and NOTE instruments with interest accrual
Equity Plans: Option pools and equity incentive plans
Vesting Schedules: Cliff plus multi-year vesting on shares and option grants
Stakeholders: Individuals and institutions with relationship types (founder, employee, investor, advisor, and more)
Fundraising: Track investments, issue securities, and manage round participants
Documents & Data Rooms: Upload to S3-compatible storage and share through access-controlled data rooms
E-Signing: Built-in PDF signing workflows for equity grants and agreements
Investor Updates: Rich-text updates with public/private visibility and recipient tracking
Roles & Permissions: Role-based access control with a full activity audit log
Hanzo IAM SSO: Single sign-on via Hanzo identity

Endpoints

Environment	URL
Production	`https://captable.hanzo.ai`
REST API	`https://captable.hanzo.ai/api/v1`
API reference	`https://captable.hanzo.ai/v1/docs`

Architecture

+---------------------------------------------------------------+
|                     HANZO CAP TABLE                            |
+---------------------------------------------------------------+
|                                                                |
|  +-----------------------+  +-------------------------------+  |
|  |    Securities         |  |       Stakeholders            |  |
|  |  +------+  +-------+  |  |  +--------+  +-------------+  |  |
|  |  |Shares|  |Options|  |  |  |Founders|  | Investors   |  |  |
|  |  +------+  +-------+  |  |  +--------+  +-------------+  |  |
|  +-----------------------+  +-------------------------------+  |
|                                                                |
|  +-----------------------+  +-------------------------------+  |
|  |    Instruments        |  |       Governance              |  |
|  |  +------+  +-------+  |  |  +--------+  +-------------+  |  |
|  |  | SAFE |  | Notes |  |  |  | RBAC   |  | Audit Log   |  |  |
|  |  +------+  +-------+  |  |  +--------+  +-------------+  |  |
|  +-----------------------+  +-------------------------------+  |
|                                                                |
+---------------------------------------------------------------+

How It Works

Cap-table operations are carried out in the dashboard and recorded in the audit log.

Set Up the Company

Create the company profile with its incorporation details, then invite team members and assign roles.

Add common and preferred share classes — each with authorized shares, par value, and voting rights, plus liquidation preferences and conversion terms for preferred classes.

Issue Securities

Issue shares and grant options (ISO / NSO / RSU) to stakeholders, attaching vesting schedules where applicable.

Run Fundraising

Model SAFEs and convertible notes — valuation caps, discounts, MFN, and pro-rata rights — and track investments through the round.

Securities Types

Type	Description
Common Stock	Standard voting shares
Preferred Stock	Senior shares with preferences
Stock Options (ISO)	Incentive stock options (tax-advantaged)
Stock Options (NSO)	Non-qualified stock options
RSUs	Restricted stock units
SAFEs	Simple Agreement for Future Equity (six YC templates + custom)
Convertible Notes	Debt instruments convertible to equity (CCD / OCD / NOTE)

Vesting

Shares and option grants support a cliff followed by multi-year vesting. The most common schedule is four-year vesting with a one-year cliff:

Year 1: 0% → 25% (cliff)
Year 2: 25% → 50%
Year 3: 50% → 75%
Year 4: 75% → 100%

Ownership View

The cap table shows current ownership across all stakeholders, including fully-diluted figures that account for the option pool and outstanding convertible instruments.

Authentication

Hanzo Cap Table signs users in through Hanzo IAM and supports:

Hanzo IAM: SSO via https://hanzo.id (required for production)
Email & Password: Native NextAuth accounts
Passkeys: WebAuthn/FIDO2 authentication
Google OAuth: Optional legacy provider

IAM Integration

# Environment variables
IAM_URL=https://hanzo.id
IAM_CLIENT_ID=app-captable
IAM_CLIENT_SECRET=<from-kms>

Self-Hosting

Docker

docker run -d \
  --name hanzo-captable \
  -p 3000:3000 \
  -e DATABASE_URL=postgres://... \
  -e NEXTAUTH_URL=https://captable.yourdomain.com \
  -e IAM_URL=https://hanzo.id \
  -e IAM_CLIENT_ID=app-captable \
  ghcr.io/hanzoai/captable:latest

Environment Variables

Variable	Description
`DATABASE_URL`	PostgreSQL connection string
`NEXTAUTH_URL`	Public URL of the application
`NEXTAUTH_SECRET`	NextAuth encryption secret
`IAM_URL`	Hanzo IAM server URL
`IAM_CLIENT_ID`	IAM application client ID
`IAM_CLIENT_SECRET`	IAM application client secret
`S3_*`	S3-compatible object storage credentials (S3, MinIO, or R2)
`SMTP_HOST`	Email server host
`STRIPE_SECRET_KEY`	Stripe billing key

API

Hanzo Cap Table is built on tRPC for type-safe internal calls, with a REST API exposed under /api/v1 (built on Hono) and an interactive OpenAPI reference at /v1/docs. Programmatic access uses scoped API tokens; token types include API access, signature, data-room, and investor-update tokens.

The API covers the same resources as the dashboard — companies and members, stakeholders, share classes and equity plans, securities (shares, options, SAFEs, convertible notes), documents and data rooms, and investor updates. See /v1/docs on your instance for the exact request and response shapes.

Next Steps

Document signing platform

Secure document sharing and analytics

Identity and access management

Hanzo Cap Table

On this page