Research-backed opportunity analysis

Carta is Worth $7.4B.
Australia Has Zero Cap Table Software. Literally Zero.

Australian startups manage equity on . ESOP setup costs $5K-$20K in legal fees. Founders don't know their dilution. Employees don't understand their options. Carta won't build for AU. I did the research. Now I need a co-founder who knows the AU startup ecosystem.

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Carta's Valuation
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500 Startups @ $200/mo
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AU Cap Table Tools
$7.4B Carta Valuation2,500+ Funded AU StartupsZero Cap Table Software$5K-$20K Per ESOP SetupDivision 83A Compliance Gap200+ AU VC/PE Firms $7.4B Carta Valuation2,500+ Funded AU StartupsZero Cap Table Software$5K-$20K Per ESOP SetupDivision 83A Compliance Gap200+ AU VC/PE Firms
The Problem
Every AU startup manages equity
on a spreadsheet. Every single one.
ESOP administration is done by lawyers charging $5K-$20K per setup. Division 83A valuations are guesswork. When startups raise capital, lawyers recreate the cap table from scratch because no source of truth exists.

"Our accountant maintains our cap table in a Google Sheet. Every time we do an option grant, it takes 3 weeks and $5K in legal fees. It's 2026."

AU Seed-Stage Founder

"ESOP tax rules changed in 2022 but no tool automates the new startup concessions. Every grant is a manual legal exercise that costs more than the options are worth."

Startup Lawyer, Sydney

"When we raised our Series A, the lawyers had to reconstruct our entire cap table from scratch. Three weeks of back-and-forth because our 'source of truth' was a messy spreadsheet."

Series A Founder, Melbourne

"I left my last startup and still don't understand my vested options, the tax implications, or what they're actually worth. Nobody explained it. There's no dashboard."

Reddit r/AusFinance
Global Proof
Someone already built this.
Just not for Australia.
Cap table management is a proven, multi-billion-dollar category. The model works. AU tax and regulatory differences make it a different product that US companies won't build.
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Carta
United States · 40,000+ companies
Cap table management, 409A valuations, equity compensation, fund administration. Revenue from SaaS + valuation services + fund admin. The definitive playbook.
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Pulley
United States · Startup-focused
Carta competitor focused on early-stage startups. Simpler, cheaper, faster. Proved there's massive demand even among companies Carta considers too small.
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Ledgy
Europe · EU-focused
Built for European equity and ESOP rules. Proved that region-specific cap table tools work because tax and legal frameworks differ too much for a single global product.
The Gap
Why Australia doesn't have this yet
The opportunity persists for structural reasons that protect whoever enters first.

"Small market" perception scares everyone away

AU has ~2,500 funded startups vs. 70,000+ in the US. But the addressable market includes ALL private companies, not just VC-backed startups. Plus 200+ VC/PE firms need portfolio management. The market is 10x larger than it looks.

Division 83A and ESS rules are completely different from US 409A

AU tax treatment of options requires a different product. ASIC requirements for share issuance, shareholder registers, and annual returns add AU-specific complexity Carta will never build for.

Carta won't localise for AU -- the regulatory delta is too large

The tax and regulatory differences make it a genuinely different product. Carta would need to rebuild their entire compliance engine. For a 2,500-startup market? They never will.

Lawyers profit from the status quo

Law firms charge $5K-$20K per ESOP setup and $3K-$10K per valuation. They have no incentive to build automation. But they'd become referral partners for a tool that handles the admin while they handle the advice.

The Market
The numbers speak for themselves
This isn't just VC-backed startups. This is every private company in Australia that issues equity.
19of 25
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Funded AU startups
Core initial market
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AU VC/PE firms
Fund admin expansion
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500 startups @ $200/mo
Year 2 ARR target
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Carta's valuation
Same playbook, AU market

Revenue model: Starter at $99/month (cap table + basic ESOP). Growth at $299/month (full ESOP admin + scenario modeling). Enterprise at $999/month (fund admin for VCs). Valuation services at $1,500-$5,000 per 83A valuation. The expansion path is clear: cap tables, then valuations, then fund admin, then secondary markets.

The Partnership
Two halves of the same company
I have the technical side covered. I need someone embedded in the AU startup ecosystem who knows ESOP law, VC mechanics, and can bring the first 50 customers.

What I Bring

The AI engineering, product, and infrastructure.

  • Full-stack AI engineer. Built 5+ production products from zero.
  • Cap table visualization engine, vesting schedule calculator, and scenario modeling tool.
  • ASIC share registry integration, Division 83A tax scenario modeling, CSV import from existing spreadsheets.
  • Product design, infrastructure, deployment, and scale. The entire technical stack.
  • Already completed deep market research and competitive analysis across 3 geographies.
Tech founder: covered
VS

What I Need

The startup ecosystem expertise, legal knowledge, and first customers.

  • Deep knowledge of AU startup law: ESOP rules, Division 83A, ESS concessions, ASIC share registry requirements.
  • Embedded in the AU VC ecosystem: knows partners at AirTree, Blackbird, Square Peg, Antler, Startmate.
  • Can bring the first 50 startup customers through accelerator relationships or VC portfolio introductions.
  • Relationships with startup law firms (Lander & Rogers, Gilbert + Tobin) for referral partnerships.
  • Wants to build THE equity infrastructure for Australian startups, not a side project.
Ecosystem founder: you?
The Deal
Let's explore this together. Clear division.

This is a co-founder search, not a job ad. I'm looking for someone who wants to own half of this company and build it together from day one.

You Bring

Startup ecosystem expertise. ESOP/equity legal knowledge. VC relationships. First 50 startup customers through portfolio introductions.

I Bring

AI/full-stack engineering. Cap table engine + ASIC integration. Product design and build. Market research already done.

Equity Split

We'll figure out the right structure together. What matters first is whether we're the right fit.

Funding Path

R&D Tax Incentive (43.5%), Antler/Startmate ($120K-$260K), then Reinventure (Westpac-backed) or NAB Ventures seed round.

"Zero competition. Every startup uses spreadsheets. Every ESOP costs $5K-$20K. The win is inevitable because there is literally nothing else."

The Roadmap
How we'd build it
Start with ESOP admin. Add valuations. Then become the equity infrastructure for AU startups.
01
Week 1-2

Validate with 10 AU startup founders

Talk to founders who've raised seed/Series A. Ask: "How do you manage your cap table? How much did your last ESOP setup cost? Do your employees understand their equity?" Lock in 5 pilot commitments.

02
Week 3-5

MVP: Cap table + ESOP grants + 83A modeling

Cap table visualization, ESOP grant management, vesting schedules, Division 83A tax scenario modeling. Import from spreadsheet/CSV. Waterfall analysis for fundraising rounds.

03
Month 2-3

Pilot with accelerator portfolios

Partner with Antler, Startmate, or Blackbird to onboard their portfolio companies. Apply for R&D Tax Incentive. Target 50 startups on the platform.

04
Month 4-6

Automated 83A valuations + fund admin

Add automated Division 83A valuations ($1,500 vs. $5K-$10K from accountants). Launch VC fund admin product. Target 200+ startups. Approach AirTree/Square Peg for seed round.

Let's Talk

If you're embedded in the AU startup ecosystem and want to build the equity infrastructure every startup needs, I'd like to hear from you.

This goes directly to my inbox. No mailing list, no spam. I'll respond personally within 24 hours.

Message sent

Thanks for reaching out. I'll get back to you within 24 hours. Looking forward to the conversation.