Cap table confusion kills fundraising momentum. Taskade Genesis gives founders a live cap table workspace from one prompt — ownership percentages, round history, option pool, and dilution modeling all linked relationally and explained by an AI agent that speaks plain English.
What Is a Founder Equity & Cap Table Template?
A cap table template tracks every shareholder, share class, and round: founders, investors, option-pool holders, convertible notes, and SAFEs — with automatic dilution calculations as new rounds are added — so founders always know who owns what.
Why Use a Founder Equity & Cap Table Template?
Founders who understand their cap table close rounds faster:
- Relational share-class records — link each shareholder to their investment docs, board rights, and conversion terms using the Relationship field.
- AI dilution explainer — the embedded agent models pre- and post-money ownership for any new round in plain language, drawing on frontier models from OpenAI, Anthropic, and Google.
- 7 project views — Table for full ownership breakdown, Org Chart to visualize the shareholder hierarchy, Board to track round stages.
- Durable round automations — trigger ownership-update notifications to existing investors whenever a new round closes through 100+ integrations.
- Custom-domain investor portal — share a read-only cap table view with your board at a branded URL (Business+ plans).
Who Should Use a Founder Equity & Cap Table Template?
- Pre-seed founders setting up clean equity splits from day one.
- Series A companies managing complex SAFE and note conversions before priced rounds.
- Solo bootstrapped founders tracking option grants to early employees.
- Startup attorneys explaining dilution scenarios to founder clients.
- Accelerator cohort members who receive standard equity templates but need to customize them.
How To Model Your Cap Table?
- Click Use Template to clone this workspace — shareholder and round tables are pre-structured.
- Enter your founding team shares and link each founder's vesting schedule via the Relationship field.
- Add each investor and their instrument type (SAFE, note, or priced) and watch the AI agent compute current ownership percentages.
- Model your next round using the AI agent at /agents — ask it to show dilution at different pre-money valuations.
- Share the investor-ready summary through a custom-domain portal or export via automation at /automate.
Explore more founder tools in /community or browse /ai/apps for related startup workspaces. Learn about relational databases at /learn/projects/databases.