Know your ownership at every stage — Taskade Genesis builds a startup equity tracker from one prompt, giving founders a live cap table workspace with an AI agent that models dilution scenarios before you sign a term sheet.
What Is a Startup Equity Tracker?
A startup equity tracker logs every shareholder, share class, grant date, vesting cliff, and fully-diluted ownership percentage — from the founding team to the latest investor round — in one auditable workspace.
Why Use a Startup Equity Tracker?
Spreadsheet cap tables break the moment you add a convertible note or an option pool. Taskade Genesis keeps every grant linked to its shareholder and vesting schedule automatically.
- Table view for precision — see every shareholder, share count, and percentage in rows with instant totals using 7 project views.
- Dilution modeling — prompt the AI agent to model a new funding round and show post-money ownership percentages using frontier models from OpenAI, Anthropic, and Google.
- Relationship field — link each equity grant to its shareholder profile, agreement, and vesting milestone records.
- Vesting calendar — switch to Calendar view to see upcoming cliff and vest dates across the entire team.
- Reliable automations — send monthly vesting progress emails to employees without lifting a finger using automation workflows.
Who Should Use a Startup Equity Tracker?
- Founders managing a seed or Series A cap table before adopting dedicated equity software.
- Startup operators tracking option grants for a growing engineering team.
- Accelerator participants who need a clean equity snapshot for investor due diligence.
- Angel investors monitoring ownership across a portfolio of early-stage bets.
- Startup lawyers helping clients maintain accurate, up-to-date grant records.
How To Get Started
- Clone this tracker by clicking Use Template — your equity workspace is live in seconds.
- Add each shareholder: name, share class, grant date, and total shares in the Table view.
- Link each grant to vesting milestones and shareholder profiles using Relationships.
- Switch to Calendar view to plot upcoming cliff and vest dates for the whole team.
- Ask the AI agent to model a 10% option pool expansion and show the resulting dilution table.
Equity clarity, no law-firm hourly rate required. Explore agent workflows and the Taskade community for more founder tools.