Introduction to Captable AI

Captable AI is designed as an expert system for managing and simulating capitalization tables (cap tables) for private companies, particularly startups. Its core purpose is to streamline the process of cap table management, making it efficient, accurate, and accessible for founders and financial managers. It facilitates the importation of cap table data, offers scenario modeling to envision potential future changes, and provides features for exporting the cap table in standardized formats. Examples of use include simulating the dilution effect of a new funding round, visualizing the ownership structure through pie charts, and exporting the cap table for compliance or fundraising purposes. Powered by ChatGPT-4o

Main Functions of Captable AI

  • Cap Table Simulations

    Example Example

    Simulating the dilution effect of a $1M investment on a $10M pre-money valuation.

    Example Scenario

    A startup is considering raising new capital. Using Captable AI, they can visualize how this investment would dilute existing shareholders' percentages and adjust their strategy accordingly.

  • Visualizing the Cap Table

    Example Example

    Displaying the ownership distribution among founders, investors, and employees through interactive pie charts.

    Example Scenario

    After a Series A funding round, a company uses Captable AI to update and visualize its cap table, helping to communicate the current equity structure to all stakeholders effectively.

  • Exporting the Cap Table

    Example Example

    Exporting the cap table in the Open Cap Table format for compliance and fundraising.

    Example Scenario

    Preparing for a Series B round, a startup uses Captable AI to generate a compliant, standardized cap table format to streamline the due diligence process.

Ideal Users of Captable AI Services

  • Startup Founders

    Founders who need to manage their company's equity structure efficiently as they navigate through various funding rounds, employee equity grants, and other equity-related events.

  • Financial Managers and CFOs

    Financial professionals who require accurate and real-time cap table management tools to ensure proper financial planning, investor relations, and compliance.

  • Investors and VCs

    Investors who need to track their share of ownership, dilution effects, and potential returns on investment in portfolio companies through various funding events.

How to Use Captable AI

  • 1

    Visit https://captable.ai for a free trial, no login or ChatGPT Plus required.

  • 2

    Upload relevant documents (Articles of Incorporation, Initial Board Consent, Investment Agreements, Equity Grants) to quickly generate your cap table.

  • 3

    Use the AI-powered interface to input or edit details about stakeholders including founders, employees, and investors.

  • 4

    Simulate future fundraising, equity grants, and investment scenarios to see their impact on your cap table.

  • 5

    Export your cap table in the Open Cap Table format for easy management and sharing with stakeholders.

Captable AI Q&A

  • What documents do I need to start using Captable AI?

    You'll need your company's Articles of Incorporation, Initial Board Consent, Investment Agreements, and Equity Grants to accurately recreate your cap table.

  • Can Captable AI help simulate future investment rounds?

    Yes, Captable AI can simulate future fundraising events, equity grants, and investment scenarios to forecast their impact on your cap table.

  • Is Captable AI suitable for startups at any stage?

    Absolutely, from early-stage startups just incorporating to growth-stage companies preparing for larger funding rounds, Captable AI is designed to scale with your business.

  • How does Captable AI ensure the accuracy of the cap table?

    By using AI to analyze your uploaded documents and the information you input, Captable AI minimizes human error, ensuring a more accurate and reliable cap table.

  • Can I export my cap table from Captable AI?

    Yes, you can export your cap table in the Open Cap Table format, facilitating easy sharing with stakeholders and integration with other financial tools.

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