Odoo 19’s New Equity App: A Smarter Way to Manage Ownership and Cap Tables

Keeping track of company ownership has always been tricky. Whether its founders’ shares, employee stock options, or investor rounds, a simple spreadsheet can turn into a headache fast. Numbers don’t match, formulas break, and one mistake can lead to hours of backtracking.

With Odoo 19, that changes.
The new Equity app helps companies manage their cap table, shareholder register, and equity transactions—all in one place. It brings clarity to ownership data and connects directly with HR and Finance, so your equity records stay consistent across the system.

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What the Equity App Does

1. Centralized Cap Table

At the heart of the app is a digital cap table that automatically updates when you record new transactions. Instead of juggling multiple files, you’ll have a single, live view of your company’s ownership structure.
 

You can view ownership in two ways:

• Non-diluted view: shows current ownership percentages.
   
• Fully diluted view: includes all potential shares from options or convertible instruments.

This makes it easy to see how future events, like option exercises or funding rounds, could affect your ownership mix.

 

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2. Record Real Transactions

The Equity app covers the real-world events that change who owns what:

• Issuing new shares or options
   
• Transferring shares between holders
   
• Exercising employee stock options
   

Each transaction updates the cap table automatically and keeps an audit trail—so you can always see when and why a change happened.
 

 

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3. Manage Shareholders and Share Classes

You can maintain a complete shareholder register inside Odoo, including founders, employees, and investors. The app also lets you define shared classes (like common or preferred) with parameters such as voting rights or restrictions.

This structure keeps your records accurate and ready for legal or investor reviews.

 

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4. Integration with HR and Finance

Because it’s part of the Odoo ecosystem, the Equity app connects naturally with other modules:

• HR & Payroll: Employee stock options can be linked to staff profiles and reflected in payroll records.
   
• Finance: Share transactions can sync with accounting entries, ensuring your books stay aligned with ownership data.
   

This integration means less manual work and fewer chances for discrepancies between departments.

 

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5. Valuation and Reporting

The app includes built-in reports and dashboards that turn ownership data into clear visuals.
You can track how the company’s valuation evolves over time, view ownership by shareholders, or export a snapshot of your cap table for investors and board meetings.
 

 

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Why It Matters

Equity isn’t just a finance term—it’s a reflection of who owns your company and how value is shared. Managing it manually often leads to confusion, outdated data, and wasted time.

With Odoo 19’s Equity app:

• Accuracy improves: every transaction automatically updates the ownership record.
   
• Teams align: HR, finance, and founders work from the same data.
   
• Transparency grows: investors and stakeholders can get clear, reliable reports.
   

It’s not about fancy features; it’s about finally having equity management that fits into your daily workflow.

 

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A Simple Example

Let’s say your company starts with 1,000,000 founder shares.
You decide to create an employee option pool of 200,000 shares and later bring in an investor for a new round.

Here’s how it would look in Odoo 19:

1. You define share classes (Founders, Options, Investors).
    
2. Add shareholders and record the option pool.
    
3. When the round closes, issue new shares to the investor.
    
4. The app instantly updates the cap table to reflect new ownership percentages.

You can then switch to the fully diluted view to see how options would impact future ownership.

 

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Who It’s For

The Equity app is designed for:

• Startups and growing companies raising capital or offering employee options.
   
• Finance and HR teams managing ownership data.
   
• Founders and CFOs who want clarity before investor meetings or audits.

Whether your company has two shareholders or two hundred, this tool helps you stay organized and compliant without endless spreadsheets.

 

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Thinking of Upgrading from Odoo 18?

If you’re currently on Odoo 18, moving to version 19 with the Equity app can save hours of manual work.
Migration is straightforward:

1. Export your current cap table and historical transactions.
    
2. Define share classes and option pools in Odoo 19.
    
3. Import your shareholders and past transactions.
    
4. Validate the final cap table against your old records.

Once set up, your future equity changes are as easy as entering a transaction—no more recalculating formulas.

 

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Final Thoughts

Equity management doesn’t have to be complicated. With Odoo 19’s new Equity app, you get a clear view of ownership, a reliable cap table, and reports that actually make sense—all inside the system your team already uses.

So the next time you need to check who owns what, or prepare a report for your investors, you won’t be digging through spreadsheets.
You’ll just open Odoo.