USER JOURNEY

One platform.
Three clear paths in.

From the first login to a living, document-backed cap table—AtPie guides founders, stakeholders, and legal counsel through the same source of truth, with the right view for each role.

Founder loginStakeholder loginLegal login
01 — ENTRYSign in

Secure credentials. Your role opens the workspace built for you.

02 — CONTEXTCompany space

Create a company, join with an invite, or switch between clients.

03 — TRUTHCap table

Upload ownership snapshots that drive versions, events, and filings.

04 — ACTIONCollaborate

Funding, documents, and compliance—without email chaos.

FOUNDER LOGIN

Build the company
workspace.

Founders land on a clear start: create a company or join one with an invite. From there, AtPie is the home for ownership truth—not a scattered folder of spreadsheets.

Upload a cap table, open Events & compliance after allotments, track funding rounds, run dilution what-ifs, and keep the document library next to the numbers that matter.

  1. Login → DashboardAuthenticate and land in your workspace with the company context visible.
  2. Create or join a companyGuided company setup, or paste an invite to join an existing room.
  3. Upload the cap tableSpreadsheet → versioned ownership. This becomes the source of truth for the company.
  4. Drive funding & filingsRecord rounds, review Events & compliance, and store backing documents in one place.
⌕What is my ownership today?⌘ K
Stakeholder viewShares · class · latest uploaded version
STAKEHOLDER LOGIN

See your equity
without the chase.

Stakeholders enter through an invite—not a blind signup. After login, they join the company they were invited to and see ownership that matches the founder's uploaded cap table.

No more hunting for the “latest Excel.” The platform shows the picture the company maintains—and the documents that sit beside it.

  1. Open invite → register or sign inToken-verified path into the right company.
  2. View ownership & contextRole-aware access to the cap table story that includes you.
  3. Access shared documentsCompany library files relevant to your stake—not inbox archaeology.
LEGAL LOGIN

Counsel that can
actually collaborate.

Legal users work where filings, allotments, and evidence meet the numbers. After login, they operate on company events and compliance workflows tied to uploaded ownership—so advice is grounded in the same table founders and stakeholders see.

Multi-company access, document trails, and Events & compliance keep transactional work from living in side emails and unmarked PDFs.

  1. Login with legal roleEnter workspaces you are authorized to support.
  2. Review Events & complianceAllotments and filings that follow a cap-table upload—not a disconnected checklist.
  3. Align docs to ownershipBack every material change with the right papers in the company library.
  4. Keep all three sides in syncFounder, stakeholder, and counsel share one living picture of equity.
CAP TABLE

Source of truth

Uploads create versions. Funding and dilution sit under that hub—they never silently replace ownership.

DOCUMENTS

Backed by paper

A living table only matters if the filings and agreements behind it are findable. The library stays next to the numbers.

ROLES

Same truth, right lens

Founder runs the workspace. Stakeholders see their stake. Legal stewards compliance—without three conflicting versions.

READY TO WALK THE PATH

Start with
interest—or the story.

Prefer the origin story first? Read why AtPie exists. Or register interest and we'll show you the journeys live.

Why Us

The all-in-one platform for equity, funding, and communication.