Accounting

Odoo Equity: cap table management software

Enterprise

Manage securities, transactions, and cap tables.

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Odoo Ready Partner
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Calgary, in-house team
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What it does

What Odoo Equity does

Odoo Equity is the Enterprise app that manages a company's cap table, securities, equity transactions, and Ultimate Beneficial Owner reporting. Founders tracking share ownership across rounds, small businesses with multiple owners, and any company that needs a clean log of who owns what use it.

The app tracks two security types (Shares and Options), four transaction types (Issuance, Transfer, Option Exercise, Cancellation), and valuations over time. It runs alongside the rest of Odoo so shareholders linked to Contacts share one record across the system. You can test Odoo Equity free on the Odoo trial; pricing kicks in only if you install more than one Odoo app.

For Odoo's own product overview, see Odoo's official documentation.

How it works

The day-to-day flow

Setup starts with security classes. Each class carries its name, a type of either Shares or Options, votes per share, and the related Odoo Contact for the issuer. Shareholders are linked to their Odoo Contact profile, so the cap table and the contact directory share the same person.

Issuing securities is a transaction: pick the security class, pick the subscriber, set the count, the price, and the date; Odoo records the issuance and updates the cap table. Transfers (one holder sells to another), option exercises (an option holder exercises and receives shares), and cancellations all run through the same transaction screen with the right cap-table impact recorded.

Valuations live as their own record type so a company can track its own valuation history over time (the price-per-share at each financing round, the date, the source). The cap table screen shows holders and their securities by class, with the current valuation feeding the implied position value. UBO reporting generates Ultimate Beneficial Owner records for jurisdictions that require ownership-transparency filings.

Calibre configures Odoo Equity for Alberta businesses: step by step, in writing.

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In this module

What's inside Odoo Equity

Two Security Types: Shares and Options
Each security class is tagged as either Shares (issued ownership stakes) or Options (rights to acquire shares at a strike price). The class carries its name (Common, Series Seed Preferred, ESOP Pool, etc.), votes per share, and the issuer linked to the company's Odoo Contact.
Four Transaction Types
Every change in ownership is a transaction in one of four types: Issuance (new securities created), Transfer (a holder sells to another), Option Exercise (an option holder exercises and receives shares), or Cancellation. Each transaction carries the subscriber, seller (for transfers), count, price, and date.
Cap Table View
The cap table screen shows every holder, the securities they hold per class, and the totals issued per class. Filters by holder type, by class, and by date let a founder or board member see the current position at any point in history.
Company Valuations Tracked Over Time
Valuations are their own record type. Each valuation captures the price-per-share, the date, and a note on the source (a closed funding round, a 409A appraisal, an internal mark). The history feeds the cap table's implied position value.
Ultimate Beneficial Owner Reporting
UBO reporting generates Ultimate Beneficial Owner records for jurisdictions that require ownership transparency filings. The report rolls up indirect ownership through entities to surface the natural persons behind a corporate shareholder structure.
Votes Per Share Configuration
Each security class carries a votes-per-share count, so weighted-vote share classes (a founder Series A with 10:1 voting rights, a non-voting preferred class) are modeled at the class level and roll into the cap table.
Shareholders Linked to Contacts
Each holder is linked to an Odoo Contact, so a shareholder who is also a customer or a vendor is one record across the system. Updates to the contact (email, mailing address) carry to the shareholder communications without anyone re-keying.
Audit Trail on Every Transaction
Every transaction logs the user, the timestamp, and the resulting cap-table change. Attachments on each transaction (the stock purchase agreement, the board resolution, the option grant) keep the paper trail with the record.
Portal Access for Shareholders
Shareholders can be invited to the Odoo customer portal to see their own holdings. The portal restricts each holder to their own position and the company-level public information you configure.
Built for

Is Odoo Equity right for your team?

Outgrowing the entry-level tools

SMBs whose data lives in QuickBooks, HubSpot Free, or Excel spreadsheets that were set up when the business was smaller. The team now spends hours building reports by hand and reconciling between tools every month-end.

Picking the right Odoo Equity setup

Companies evaluating which Odoo apps to start with and how to configure them around how the business actually runs.

Operations across multiple tools

Retail, manufacturing, mechanical, or professional services businesses with 10 to 200 employees running on a patchwork of point tools. The team wants one database for the whole company instead of Zapier holding it together.

At a glance Enterprise tier Cloud, Odoo.sh, or self-host iOS + Android app 15-day free trial CSV migration from current tool Odoo Ready Partner support
Bundle

Apps people often run with Odoo Equity

Odoo Equity links to Odoo Contacts for the shareholder list, so a holder who is also a customer or vendor is one record across the system. Updates to the contact (email, mailing address) reach the shareholder communications without re-keying. The portal layer (a dependency of Equity) gives shareholders their own login to see their position. Most companies that adopt Equity also run Odoo Accounting on the same database, so accounting and equity records live in one system, although Equity itself does not automatically post equity transactions to the accounting ledger (the journal entries are recorded manually if needed).

Odoo ContactsCentralize your address book
Odoo AccountingManage financial and analytic accounting
Odoo SignSend and request electronic signatures.
Odoo DocumentsCollect, organize and share documents.
Pricing

What Odoo Equity costs

One App Free
CA$0
forever
  • One app, unlimited users
  • Multi-company allowed
  • Odoo Online hosting
  • Dependent apps included free
If Odoo Equity is the only Odoo app you install
Most teams pick this
Standard
CA$35.20
/user/month, billed yearly
  • Every Odoo app included
  • Odoo Online hosting
  • Free 15-day trial
  • iOS + Android mobile app
Start free trial →
Charged monthly: CA$44/user. Yearly billing saves 20%.
Custom
CA$55
/user/month, billed yearly
  • Everything in Standard
  • Studio (no-code customizer)
  • Multi-company management
  • Hosting: Online, Odoo.sh, or on-premise
  • External API access
Choose this when you need custom layouts or multi-company management.
Calibre Implementation
Quote
phase-by-phase, in writing
  • Scoping, configuration, training
  • Data migration from your current tool
  • Named engineer through go-live and support
Book the call →
Free 45-minute scoping call. Quote in writing before any code ships.

Pricing source: Odoo's published Standard and Custom plans as of 2026-05. Calibre quotes in CAD; conversion from Odoo's local pricing in your region may vary.

Questions

Common questions about Odoo Equity

Is Odoo Equity free?
Odoo Equity is part of the paid Odoo Enterprise tier (around CA$35.20 per user per month billed annually for the full Odoo suite). You can test it free on the Odoo 15-day trial alongside every other app. Odoo's one-app-free rule applies: if Equity is the only Odoo app you install on Odoo Online, you pay nothing for the software, forever. In practice Equity is usually paired with Contacts and Accounting on the same database, so the paid Standard plan is the typical reality.
What's the difference between Odoo Equity in Community and Enterprise?
Odoo Equity is part of the Enterprise tier. There is no Community version. The cap table, the transaction types, valuations, UBO reporting, and the shareholder portal layer all live in Enterprise. Companies that want a free cap-table tool usually start with a spreadsheet, which works until the company has more than three or four shareholders and the math starts to drift between versions.
Can we migrate our cap table from Carta, Pulley, AngelList, or a spreadsheet into Odoo Equity?
Yes. Odoo Equity accepts CSV and Excel imports for the holder list, the security class setup, the cap table position as of cutover date, historical issuances and transfers, valuations, and source-document attachments. Every major cap-table tool exports to that format. The work is rarely the upload itself, it is reconciling the cap-table position on the cutover date with the source documents to make sure nothing was lost in the move. Calibre handles the data audit, the cap-table reconciliation, and the cutover transition during the rollout.
Does Odoo Equity model convertible notes, SAFE notes, warrants, and vesting schedules?
Out of the box, Odoo Equity tracks two security types: Shares and Options. There are no purpose-built fields for convertible notes, SAFE notes, warrants, or vesting schedules with cliffs. These instruments can be approximated by naming a security class accordingly (a Convertible Notes class, a Warrant class), recording the issuance as a regular transaction, and tracking the conversion as a manual Cancellation plus new Issuance when it happens. For companies that need rigorous handling of complex equity instruments, the cap table tool you used before (Carta, Pulley) may stay alongside Odoo for those specific records; Calibre can scope a custom layer during rollout if the needs are tight enough.
Is there a mobile app for Odoo Equity?
Yes, on iOS and Android. The Odoo mobile app shows the cap table, the holder list, the transaction history, and the valuations. Heavy cap-table work (issuing new securities, running a multi-leg transfer, generating UBO reports) is faster on a desktop because of the screen real estate. The polished native mobile app is part of the Enterprise tier (Equity itself is Enterprise, so this is implicit).
Can shareholders sign transactions electronically?
Not natively as a built-in equity-transaction-signature flow. With Odoo Sign installed alongside, a stock purchase agreement, a transfer document, or an option grant document can be sent for signature through the standard Sign workflow. The signed document attaches to the transaction record once both sides sign. This is a useful pattern but requires running the two apps together and managing the link manually rather than as a single in-app workflow.
Does Odoo Equity handle Ultimate Beneficial Owner reporting?
Yes. UBO records and the UBO report are built into Equity. The report rolls up indirect ownership through entities to surface the natural persons behind a corporate shareholder structure, which is the format jurisdictions with ownership-transparency requirements (EU member states, several other regions) expect. Generating UBO records is a key reason customers adopt Equity rather than spreadsheet-based cap tracking.

Working with Calibre

How long does a Calibre implementation typically take?
Single-module rollouts on an existing Odoo setup run 2-6 weeks depending on data migration scope. Greenfield Odoo with a multi-module rollout runs 4-16 weeks. Calibre commits to a written, phase-by-phase timeline after the free scoping call before any code is written.
How much does a Calibre implementation cost?
Cost depends on module scope, user count, custom work, and migration complexity. Calibre's posture is a written fixed-phase quote after the scoping call rather than an hourly engagement, so the cost is committed in writing before the first commit.
What happens to our data if we ever want to leave Odoo?
Everything exports. CSV, XML, or a full PostgreSQL database dump, yours on day one. Migrating off Odoo has been done before and it's not a one-way door.
Speak to an Implementation Specialist

Talk to Calibre about Odoo Equity.

Written, phase-by-phase quote before any code is written. Odoo Ready Partner, Calgary. In-house team, no offshore handoffs.

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What you get

  • Free 45-minute scoping call with an Odoo-certified engineer
  • Module-by-module fit/gap assessment
  • Written, phase-by-phase quote
  • Named engineer for implementation and support
  • Data-export commitment in writing