Skip to main content

Cap Table Management Workflow

Capitalization table maintenance with equity tracking, option grants, and scenario modeling

Complexity: Moderate | Duration: 15-30m | Category: Professional/Hr

Tags: #cap-table #equity #options #dilution #409a

Workflow Diagram​

Steps​

Step 1: Record equity event​

Agent: cap

table-manager - Log new funding, option grants, exercises, secondary sales

Step 2: Update ownership​

Agent: cap

table-manager - Recalculate ownership percentages post-event

Step 3: Track option pool​

Agent: equity

specialist - Monitor available vs. granted vs. exercised options

Step 4: Model dilution​

Agent: financial

analyst - Project future dilution from planned rounds, option pool

Step 5: Generate ownership reports​

Agent: cap

table-manager - Create reports for board, investors

Step 6: 409A valuation​

Agent: legal

analyst - Obtain third-party valuation for option strike prices

Step 7: Compliance check​

Agent: legal

analyst - Verify securities law compliance (83(b) elections, etc.)

Step 8: Shareholder communications​

Agent: cap

table-manager - Notify shareholders of ownership changes

Usage​

To execute this workflow:

/workflow professional/hr/cap-table-management-workflow.workflow

See other workflows in this category for related automation patterns.