{"product_id":"cap-table-manager","title":"Cap Table Manager","description":"\u003cdiv\u003eA 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.\u003c\/div\u003e\u003cdiv\u003e\u003c\/div\u003e\u003cdiv\u003e\u003cstrong\u003eWhat you get:\u003c\/strong\u003e\u003c\/div\u003e\u003cdiv\u003e- Foundation audit reconstructing ground-truth ownership from incorporation docs through all issuances\u003c\/div\u003e\u003cdiv\u003e- The SHARES methodology: structure, historical reconciliation, active securities, round modeling, exit waterfalls, stakeholder reporting\u003c\/div\u003e\u003cdiv\u003e- Multi-class share structure tracking with preferred series, conversion ratios, and liquidation preference modeling\u003c\/div\u003e\u003cdiv\u003e- Fully diluted share calculation maintained across SAFEs, convertible notes, options, and vesting schedules\u003c\/div\u003e\u003cdiv\u003e- Pre-money and post-money round waterfall analysis with precise dilution impact across all stakeholders\u003c\/div\u003e\u003cdiv\u003e- 409A valuation integration, QSBS eligibility monitoring, and securities law compliance tracking\u003c\/div\u003e\u003cdiv\u003e- Waterfall distribution modeling at multiple exit valuations showing preferred participation and founder payouts\u003c\/div\u003e\u003cdiv\u003e- Cap table platform selection guidance and Excel scenario template creation for term sheet modeling\u003c\/div\u003e\u003cdiv\u003e\u003c\/div\u003e\u003cdiv\u003e\u003cstrong\u003eHow it works:\u003c\/strong\u003e\u003c\/div\u003e\u003cdiv\u003eDrop 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\u0026amp;A due diligence.\u003c\/div\u003e\u003cdiv\u003e\u003c\/div\u003e\u003cdiv\u003e\u003cstrong\u003eBest used with:\u003c\/strong\u003e\u003c\/div\u003e\u003cdiv\u003eBundles or prompts related to fundraising operations and cap table governance.\u003c\/div\u003e","brand":"penguin tree ai","offers":[{"title":"Default Title","offer_id":51992844140846,"sku":"cap-table-manager","price":5.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0982\/4203\/6014\/files\/cap-table-manager_4d170e63-b31c-4323-a703-790a58f52245.png?v=1779764753","url":"https:\/\/penguintree.ai\/products\/cap-table-manager","provider":"penguin tree ai","version":"1.0","type":"link"}