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Scan cap tables to detect ownership red flags

Scan cap tables to detect ownership red flags

Your first prompt to AI

Your first prompt to AI

"Scan the attached cap table; detect control, dilution, or liquidation preference red flags, annotate problematic terms, and summarize ownership risks."

"Scan the attached cap table; detect control, dilution, or liquidation preference red flags, annotate problematic terms, and summarize ownership risks."

Enhanced AI workflow

Upload or sync cap table (Excel, SharePoint, legal folder)
AI parses shareholder structure and preferences
Flags red flags such as high dilution or liquidation stacking
Generates annotated cap table + risk callouts as comprehensive MS Word report

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Mitigated risk

Mitigated risk

Ensured accuracy

Ensured accuracy

Standardized output

Standardized output

Applied in

Applied in

Cap table review

Cap table review

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

Score a targets fit for own investment/fund thesis

Score a targets fit for own investment/fund thesis

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Next ›

Track monthly deal-flow to assess funnel relevance

Track monthly deal-flow to assess funnel relevance