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Build rule-based cap tables focusing on share classes, allocations, and reallocation scenarios

Build rule-based cap tables focusing on share classes, allocations, and reallocation scenarios

Your first prompt to AI

Your first prompt to AI

"Build a rule-based cap table from the attached share class and allocation data, including reallocation scenarios; output the cap table in Excel with example columns."

"Build a rule-based cap table from the attached share class and allocation data, including reallocation scenarios; output the cap table in Excel with example columns."

Enhanced AI workflow

Input via Excel: Provide initial cap table and reallocation guidelines
AI-Rule Application in AI Chat: Apply internal policies and class logic
AI-Calculation: Update share count, dilution, and ESOP allocations
AI-Review: Highlight major changes or cap table red flags
Output via Excel: Share finalized cap table and audit sheet

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Ensured compliance

Ensured compliance

Improved quality

Improved quality

Applied in

Applied in

Cap table management

Cap table management

Requesting departments

Requesting departments

Legal & Accounting, Finance

Legal & Accounting, Finance

Beneficiaries

Beneficiaries

CFO, Legal Counsel, Finance Manager, Equity Admin / Fund Ops Specialist

CFO, Legal Counsel, Finance Manager, Equity Admin / Fund Ops Specialist

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