Cap Table Tracker
Cap Table Tracker with SAFE Math and Ownership Map. Keep holders, grants and SAFEs in one place, see fully diluted ownership as a map, and model the next round with the math shown. Free to clone.
Cap Table Tracker is a Taskade app kit built from one prompt: 6 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Trackers
This Taskade Genesis app includes 6 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Cap Table Desk. Its automations include Grant cliff vesting notice, Quarterly board approval reminder and SAFE conversion draft on round close.
by @taskade
What you can do with Cap Table Tracker
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Cap Table Tracker works
- Grant cliff vesting notice: when a grant cliff arrives, then Email the vesting notice.
- Quarterly board approval reminder: when On the first day of each quarter, then Find draft grants and Find draft issuances.
- SAFE conversion draft on round close: when a round status changes, then Find open SAFEs and notes and Ask for conversion review.
Built with Taskade Genesis
- Category: Trackers
- AI agents: Cap Table Desk
- Automations: Grant cliff vesting notice, Quarterly board approval reminder, SAFE conversion draft on round close
- Workspace: 6 projects, 1 AI agent, 3 automations