cap-table-manager
CommunityModel dilution and investor outcomes fast.
System Documentation
What problem does it solve?
It eliminates the complexity and error-proneness of managing startup cap tables by letting founders and finance teams model SAFEs, convertible notes, priced rounds, option pools, and token-equity hybrids into investor-ready ownership, dilution, and exit waterfall outputs.
Core Features & Use Cases
- Cap table baseline building: Consolidate current equity/option/SAFE state into a fully diluted ownership view with consistent formulas for ownership, PPS, dilution, and preference effects.
- Round and conversion modeling: Compute post-close ownership for priced equity rounds, SAFE conversions (discount/cap/MFN), and convertible note schedules.
- Scenario and exit waterfall analysis: Generate payout waterfalls across multiple exit values to compare preference vs conversion outcomes and participation behavior.
- 409A valuation preparation support: Produce the inputs and supporting deliverables needed for a 409A-ready fully diluted cap table and method selection context.
- Exports for investors: Output cap table exports in common formats (e.g., CSV/Sheets/Excel-ready column structures) for downstream review.
- When not to use: Avoid using it as a legal/tax substitute, as a custodianship/ledger-of-record replacement, or for complex transactions requiring counsel.
Quick Start
Ask cap-table-manager to produce a post-close investor-ready cap table and dilution scenario for your $X pre-money round with $Y investment using your SAFEs (cap/discount/MFN), current option pool assumptions, and target option pool post-money or pre-money shuffle.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: cap-table-manager Download link: https://github.com/alexhegit/sovereign-IQ/archive/main.zip#cap-table-manager Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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