cap-table-management
Maintain an accurate capitalization table covering equity, options, convertibles, and dilution scenarios for governance and fundraising. Use when issuing equity, modeling rounds, or preparing for diligence on ownership.
- License 许可
- MIT
- 最近更新
- 2026-07-22
- Stars
- ★ 7
- Forks
- 1
01 前言 Front Matter
- name
- cap-table-management
- description
- Maintain an accurate capitalization table covering equity, options, convertibles, and dilution scenarios for governance and fundraising. Use when issuing equity, modeling rounds, or preparing for diligence on ownership.
03 SKILL.md 正文
Cap Table Management
Overview
The cap table records who owns what. Errors create legal, fundraising, and employee-trust problems. Scenario modeling informs dilution decisions.
When to Use
- Equity and option grants
- Fundraising dilution modeling
- Convertible note / SAFE conversions
- Due diligence preparation
Core Practices
- Keep a single source of truth (software or controlled spreadsheet)
- Record all instruments: common, preferred, options, warrants, convertibles
- Model fully diluted ownership correctly
- Track vesting, exercises, and cancellations
- Align legal docs with the cap table
Principles
- Ambiguity on ownership is existential
- Model rounds before term sheets are signed
- Employee option pool decisions affect culture and hiring
- Cap table hygiene is a continuous process
Verification
- [ ] Cap table matches legal records
- [ ] Fully diluted view is available and understood
- [ ] Round scenarios are modeled before negotiation ends
04 同仓库更多 Skills
compliance-monitoring
Design compliance monitoring and testing programs that verify controls work in practice and surface issues before regulators do. Use when building monitoring plans, compliance testing, or continuous control monitoring.
complaints-handling
Operate complaints-handling processes that meet regulatory standards — logging, timely resolution, root-cause analysis, and fair outcomes. Use when designing or improving regulated complaints frameworks or analyzing complaint themes for conduct risk.
aml-kyc-basics
Apply AML/KYC fundamentals — customer due diligence, monitoring, suspicious activity escalation, and recordkeeping — for financial crime compliance. Use when designing onboarding controls, transaction monitoring concepts, or AML program components in financial services.
ai-model-compliance
Apply compliance controls to AI and automated decision systems — transparency, fairness, human oversight, documentation, and regulatory alignment. Use when deploying AI in regulated processes (credit, fraud, customer decisions) or responding to AI governance expectations.
data-quality-management
Manage data quality end-to-end — dimensions, rules, remediation, and prevention — beyond one-off cleaning scripts. Use when building sustained data quality programs or fixing systemic accuracy, completeness, or consistency problems.
data-lineage
Capture and use data lineage — where data comes from, how it transforms, and what depends on it — for impact analysis, debugging, and trust. Use when tracing metric origins, assessing change impact, or diagnosing broken pipelines.