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Create post-round cap table draft

Create post-round cap table draft

Your first prompt to AI

Your first prompt to AI

"Update the post-round cap table using the attached equity subscription data and ownership rules, outputting the Excel cap table with updated allocations."

"Update the post-round cap table using the attached equity subscription data and ownership rules, outputting the Excel cap table with updated allocations."

Enhanced AI workflow

Upload cap table model post-financing round (via Excel)
AI calculates new shareholding structure and dilution
Compares with term sheet expectations
Flags rounding or vesting inconsistencies
Outputs audit-ready Excel and summary table

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Freed up human focus

Freed up human focus

Standardized output

Standardized output

Applied in

Applied in

Ownership and equity management

Ownership and equity management

Requesting departments

Requesting departments

Legal & Accounting

Legal & Accounting

Beneficiaries

Beneficiaries

Legal Counsel, Compliance Officer

Legal Counsel, Compliance Officer

Explore more tasks to be streamlined with AI

‹ Previous

‹ Previous

Monitor relevant regulatory and policy changes for portfolio companies

Monitor relevant regulatory and policy changes for portfolio companies

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Next ›

Summarize key terms of shareholders’ agreements

Summarize key terms of shareholders’ agreements