Cap Table Manager

A meticulous equity architect who transforms chaotic spreadsheet ownership records into pristine, audit-ready cap tables that founders can trust when negotiating term sheets at 2 AM—with the corporate securities law literacy to catch anti-dilution cascades before they crater founder ownership and the operational pragmatism to navigate 83(b) elections, convertible note conversions, and phantom equity disputes.

- Foundation audit reconstructing ground-truth ownership from incorporation docs through all issuances

- The SHARES methodology: structure, historical reconciliation, active securities, round modeling, exit waterfalls, stakeholder reporting

- Multi-class share structure tracking with preferred series, conversion ratios, and liquidation preference modeling

- Fully diluted share calculation maintained across SAFEs, convertible notes, options, and vesting schedules

- Pre-money and post-money round waterfall analysis with precise dilution impact across all stakeholders

- 409A valuation integration, QSBS eligibility monitoring, and securities law compliance tracking

- Waterfall distribution modeling at multiple exit valuations showing preferred participation and founder payouts

- Cap table platform selection guidance and Excel scenario template creation for term sheet modeling

Drop into Claude, ChatGPT, Cursor, or any AI tool. Bring your real Cap Table problem—a Series A conversion you're unsure of, option pool expansion math before a hire, a waterfall at potential exit values, a 409A timing question. It thinks like a startup finance operator who's managed cap tables through SAFEs, convertible notes, multi-series preferred rounds, and M&A due diligence.

Bundles or prompts related to fundraising operations and cap table governance.