Invest Club by Volade
Cap table, contributions, reporting — one club plugin.
Invest Club by Volade brings cap table, contributions, documents and reporting to WordPress — 4 presets, REST inv/v1, WP-CLI wp inv, no mandatory SaaS.
3-step workflow
- 1Open Volade → Invest Club
- 2Apply angel-club, seed-round, syndicate or family-office
- 3Create members & contributions — publish documents and reporting
Investor clubs 2026
Carta owns equity — Excel still owns half the contributions
Clubs still track cap table and reporting in spreadsheets and Drive — no light WordPress club plugin with presets and CLI.
📊 Club
Cap table & contributions in wp-admin
Cap table, contributions, documents, reporting, 4 club presets, free JSON export — no mandatory Carta/Pulley/Excel.
INV
Club ops
4
Industry presets
CAP
Lite table
JSON
Free export
At a glance
Carta and Pulley bill the cap table, Excel drifts, Drive scatters docs, Notion is not a contribution ledger. Invest Club by Volade v1.0.0 ships cap table, contributions, documents and reporting: four presets (angel-club, seed-round, syndicate, family-office) and JSON export — free without an account.
Screenshots
Full-page real admin UI — presets, diagnostics and detailed settings.
Tooling compare 2026
Carta + Pulley + Excel, or INV at €0
Carta and Pulley outprice small clubs. Excel cap tables drift. Drive scatters docs. Notion is not a contribution ledger.
Free core · cap table · 4 presets · JSON export
Paid / time
Typical club stack
€0
Invest Club Volade
Why clubs juggle Carta, Excel and Drive
Carta and Pulley bill the cap table; Excel drifts; Drive and Notion scatter docs and investor updates.
The small-club problem
You need a cap table and contributions — not a $500/mo equity SaaS.
Carta and Pulley target scale-up startups. Excel cap tables drift every round. Drive scatters docs. Notion helps with updates, not the ledger.
- Carta: high monthly fees for cap table alone
- Pulley: competing equity subscription
- Excel cap table: sheets that diverge every contribution
- Google Drive: docs lost before closing and audit
- Notion updates: pretty posts, zero contribution ledger
- No light club plugin with multi-site WP-CLI
The Volade answer
Cap table, contributions, documents, reporting — from wp-admin, no SaaS.
INV manages cap table, contributions, documents and reporting, ships 4 club presets and a free JSON export.
- Dedicated dashboard Volade → Invest Club
- Cap table with shares, classes and lite dilution
- Contributions linked to members
- Club documents (pacts, notes, lite term sheets)
- Investor reporting (updates & snapshots)
- 4 presets: angel-club, seed-round, syndicate, family-office
- Free JSON export — settings, members, action log
- wp inv status | sync | preset | export
4 investor-club presets
Angel club, seed round, syndicate or family office — one click, cap table and contributions preserved.
Angel Club
Business-angel club — members, tickets, cap table and lite reporting. Ideal local club.
angel-clubSeed Round
Seed round — contributions, lite dilution and closing documents.
seed-roundSyndicate
Investment syndicate — lead, co-investors and pool reporting.
syndicateFamily Office
Family office — holdings, contributions and lite wealth reporting.
family-office4 contribution-cycle readings
Draft, Committed, Settled and Reported — clear for the GP and members.
Contribution created — awaiting member validation.
Commitment confirmed — ticket locked.
Funds received — shares and notes recorded.
Reporting published — ready for export.
Statuses reflect the latest sync — refresh after a contribution or report.
Same quarter, live club on WordPress
angel-club preset — members loaded, contributions logged before closing.
Members
The records the club opens every round.
Preset
« angel-club » applied — fields ready.
Priority
Committed contributions first — closing focus.
Export
inv-export.json for audits and partners.
Dashboard preview
Angel Club — 18 members · 6 contributions · Cap table
Latest sync and JSON exported for the GP or agency fleet.
Real scenarios
What changes after activation.
Local angel club
Before: Carta too expensive
After: angel-club → members & contributions
Round under control
Seed round
Before: Excel + Drive
After: seed-round lite documents
Clean closing
Syndicate
Before: Three Notions
After: syndicate one back-office
One stack
Family office
Before: Pulley + paper
After: family-office + JSON export
Shares + reporting
What Carta and Excel alone miss
Cap table, contributions, documents and reporting — in wp-admin, no Volade account required.
Cap table
Shares, classes and lite dilution in wp-admin.
Contributions
Link contributions to members — no Excel alone.
Documents
Pacts, notes and lite term sheets beside each round.
Reporting
Investor updates and snapshots for the GP.
4 club presets
angel-club, seed-round, syndicate, family-office.
JSON export
Settings, members, contributions and action log — free.
WP-CLI + REST
wp inv status/sync/preset/export — inv/v1.
Site health
Alert when no member or contribution is configured.
Built for investor clubs: cap table, contributions, documents and reporting in one wp-admin — not a full equity-management SaaS.
What clubs use for cap table & reporting
Landscape July 2026 — heavy equity SaaS vs light club ops in WordPress.
Carta
Paid
Cap table & equity management — high monthly fees.
Pulley
Paid
Competing cap table — mandatory subscription.
Excel cap table
Lost time
Share sheets that diverge from real contributions.
Google Drive docs
Fragile
Scattered docs — versions lost before closing.
Notion investor updates
Partial
Pretty updates — not a contribution ledger or cap table.
Invest Club by Volade
€0
Cap table, contributions, documents, reporting, 4 presets, REST + WP-CLI.
WordPress investor-club landscape 2026
Carta, Pulley, Excel cap table, Google Drive and Notion updates vs a light club-ops plugin — INV fills the gap.
Carta
Cap table & equity-management SaaS.
Limit: High fees, no wp-admin ops.
Pulley
Competing cap table.
Limit: Mandatory subscription.
Excel cap table
Share and contribution spreadsheets.
Limit: Drifts every round.
Google Drive docs
Shared docs and folders.
Limit: Versions lost before closing.
Notion investor updates
Pretty investor updates.
Limit: Not a contribution ledger.
Do nothing
No digital club trail.
Limit: Chaos every round and GP.
Comparison table — 5 approaches
INV vs Carta, Pulley, Excel cap table and Google Drive docs.
| Feature | INV Volade | Carta | Pulley | Excel cap table | Drive docs |
|---|---|---|---|---|---|
| Investor-club focus | ~ | ~ | ~ | ||
| Cap table in WordPress | ~ | ||||
| Contributions | ~ | ~ | ~ | ||
| Club documents | ~ | ~ | |||
| Investor reporting | ~ | ~ | ~ | ||
| 4 industry presets | |||||
| Free JSON export | |||||
| Built-in WP-CLI | |||||
| No SaaS account (core) | ~ | ||||
| Typical annual cost | €0 | Paid | Paid | Time | Time |
Carta remains useful for scale-up equity — INV adds lite cap table, contributions and reporting in every wp-admin.
Three tiers, one plugin
Cap table, contributions, presets and JSON export free. Volade account for REST. V+ for multisite rollup.
No account
- Cap table & contributions
- Documents & reporting
- 4 presets
- Dashboard
- JSON export
- Action log
Volade account
- REST inv/v1
- API sync
- Scheduled export
V+ Premium
- Multisite club rollup
- wp inv network
- Agency fleet harmonization
WP-CLI `wp inv` and REST `inv/v1` to status, sync, preset and export across the club fleet.
WP-CLI
status, sync, preset and export over SSH — `wp inv preset angel-club`.
wp inv status wp inv sync wp inv preset angel-club wp inv export
Multisite
Club data per site; network family-office preset; rollup on V+.
- Members per blog
- Consolidated JSON export
- Network club presets
Download
Install the ZIP, open Volade → Invest Club, apply Angel Club — manage cap table, contributions, documents and reporting.
ZIP with Volade SDK — Volade → Invest Club (or Tools → Invest Club).
- 1Plugins → Add New → Upload → ZIP → Activate
- 2Volade → Invest Club
- 3Pick preset → create members & contributions → publish reporting
First cap-table row in under 2 minutes
FAQ
Carta vs INV, Pulley, Excel cap table, Drive, Notion updates, REST, multisite and Volade account.
For clubs that need lite cap table, contributions, documents and reporting in WordPress — yes for internal ops. Scale-up equity SaaS stays stronger for mature startups.
Free vs V+ Premium
The extension works without an account. V+ unlocks premium on this extension and the full catalog.
| Feature | Free | V+ |
|---|---|---|
| Cap table, contributions, documents & reporting | ||
| 4 angel-club / seed-round / syndicate / family-office presets | ||
| Draft / Committed / Settled / Reported statuses | ||
| Dashboard, audit log & free JSON export | ||
| Programmatic inv/v1/* REST API (connected) | ||
| Network rollup, scheduled exports & multisite |
Reviews, discussions & updates
Share your experience with Invest Club by Volade and follow the latest releases.
Ready for an investor-club back-office?
Download Invest Club by Volade v1.0.0 — cap table and contributions in one click, no signup.
Download v1.0.0