This automation helps founders and early investors keep an accurate picture of ownership by logging every round, grant, and transfer as it happens. It prevents the dilution surprises that come from a stale spreadsheet.
What's Included
- Change logging: Record new rounds, option grants, and share transfers in one place.
- Ownership recalculation: Update each holder's percentage after every change.
- Dilution summary: Show how founder and investor stakes shift over time.
- Round-ready export: Compile a clean ownership snapshot for diligence.
How To Use
- Enter your current ownership breakdown into Taskade.
- Log each new round, grant, or transfer as it occurs.
- Let the automation recalculate ownership percentages.
- Export a current snapshot whenever investors request it.
Use AI agents to summarize changes and find more investor automations for fundraising operations.