Taskade Genesis builds a live cap table workspace from one prompt — relational records, automated calculations, and AI agents that flag dilution events before they surprise you.
What Is Cap Table Management Automation?
Cap table management automation maintains an always-current ownership ledger by connecting share issuances, option grants, and conversion events to a relational database that updates itself when data changes upstream.
Why Use Cap Table Management Automation?
Stale spreadsheets cause expensive mistakes at closing. With Taskade Genesis:
- Relational record linking — investors, rounds, and instruments are connected via the Relationship field
- Automatic dilution alerts — agents notify stakeholders when a new round changes ownership percentages
- Audit trail — every change is timestamped and logged for due diligence
- 7 project views — switch from a Table for numbers to an Org Chart for ownership structure
- Custom domain sharing — share a read-only view with your legal team via a branded URL (Business+)
Who Should Use Cap Table Management Automation?
- Early-stage founders tracking SAFE conversions and option pool expansions
- Startup CFOs preparing clean cap table exports for Series A investors
- Law firm paralegals maintaining client equity records
- Angel investors monitoring ownership across a personal portfolio
- Equity plan administrators managing vesting schedules for employees
How To Automate Cap Table Management?
- Open /automate and clone the cap table template — your workspace is ready immediately.
- Import existing shareholder data; the AI agent maps it to the relational schema automatically.
- Connect your data room or legal tools via integrations for two-way sync.
- Configure automation triggers so new issuances update ownership percentages without manual recalculation.
- Share a live Table view with investors or counsel using custom-domain client logins.
No more version-controlled spreadsheets. Explore /learn/projects/databases and /community for more.