Role-based access
Owner, operations, finance, broker, investor-group and read-only roles, scoped to the barrels each party is entitled to see.
Product tour
Every barrel, every record, one ledger.
CaskEquity is the system of record for aging spirits inventory. It holds the records a buyer, broker or lender will ask for, keeps the warehouse receipt against the barrel it covers, and models what holding costs you. Here is how the pieces fit.
01 — Barrel ledger
The record buyers actually ask for
Each barrel carries its own profile: fill date, mash bill, entry proof, cooperage and char level, warehouse, floor and rick position, plus a regauge history with proof, volume and date. Barrel counts, total inventory and estimated market value roll up to the dashboard automatically.
- Import from Whiskey Systems CSV, Distill X5 API or spreadsheet
- Status flags for verified, needs regauge, reserved, sold
- Full audit trail on every field change
02 — Title & custody
Ownership you can hand across the table
Bills of sale, warehouse receipts, storage agreements and transfer records live against the barrel they describe. When ownership changes, the ledger records who held it, when, and under what terms, so the next buyer's diligence starts from a clean file.
- Document vault per barrel and per lot
- Transfer log with dates, parties and counts
- Documents ready for a buyer, outside counsel or a lender
03 — Carrying-cost engine
The cost of one more year, per barrel
Storage, insurance, state barrel taxes where they apply (including Kentucky's phase-out schedule), money tied up and angel's share, computed per barrel, per month. See the cumulative cost of holding a lot against its projected value and get a break-even price before you set a listing price.
- Hold vs. sell comparison for any lot and horizon
- Your rates, not ours: every assumption is editable
- Try it now with the public carrying-cost calculator
04 — Roles & access
One ledger, the right view for every seat
The distillery or warehouse that holds the barrels owns the ledger. Everyone else works from it with the access they should have: your operations and finance team see everything, a broker sees the barrels in their book, an investor group sees what its members hold. Nobody keeps a competing spreadsheet.
- Owner, operations, finance and read-only roles for your own team
- Broker and investor-group seats scoped to the barrels they are entitled to
- Change log on every record, so you can see who edited what and when
Also included
The parts that make it usable every day
The ledger is the core. These are the pieces that keep operations, finance and outside parties working from it without emailing spreadsheets around.
Reports and statements
Inventory by age and warehouse, estimated value and margin, carrying cost to date. Export to PDF or CSV.
Integrations
Whiskey Systems CSV import, Distill X5 API, spreadsheet templates. Pairs with DepletionIQ for distributor depletion reporting.
Document requests
When a buyer, broker or lender asks for the paper on a barrel, it is already attached to the record. Pull it and send it.
Security
Encrypted connections, per-user access and change logs, and regular backups of every ledger.
Built for the warehouse receipt
The receipt is the document that proves custody. CaskEquity treats it as a first-class record, tied to the barrel, not a PDF in a folder.
See it with your barrels.
Send a sample export from Whiskey Systems, Distill X5 or a spreadsheet and we will load it before the call.