A cap-table tracker for early-stage founders managing equity issuance. Founder/employee/investor equity grants, vesting schedules, dilution simulator for new rounds, and a 409a-readiness checklist before pricing common stock.
What's Included
- Equity Table: Each stakeholder with shares, options, % ownership, vesting start
- Vesting Schedule: Auto-calculate vested vs unvested per stakeholder per month
- Dilution Simulator: Model a new round (size, valuation) and see post-money ownership
- Option Pool Tracker: Remaining option pool, recent grants, expiration timers
- 409a Checklist: 12-step prep for first 409a valuation
- Notes Agent: Drafts founder communications about equity changes
Why This Template Wins
- Replaces Carta ($2,500+/yr) for early-stage. Carta is great for late-stage with audit needs; early-stage founders mostly need a cap-table view + dilution math. This delivers both at $16/mo.
- Dilution simulator that doesn't require a spreadsheet expert. Model "what if we raise $5M at $25M pre" and see post-money ownership instantly across all stakeholders.
- 409a readiness checklist. Most founders don't know what they need until 30 days before the 409a. The 12-step checklist starts at 90 days and walks through everything.
How To Use
- Clone the template
- Enter your founding team's equity splits and vesting starts
- Add option pool and recent grants
- Add any prior investors with their ownership %
- Use the simulator to model your next round
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