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Manage the capitalization table — track all equity holders, SAFEs and convertible notes, model dilution scenarios, and maintain a fully diluted view. Use when the user asks about updating the cap table, modeling dilution, converting SAFEs, managing the option pool, or understanding ownership percentages.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
| name | cap-table-management |
| description | Manage the capitalization table — track all equity holders, SAFEs and convertible notes, model dilution scenarios, and maintain a fully diluted view. Use when the user asks about updating the cap table, modeling dilution, converting SAFEs, managing the option pool, or understanding ownership percentages. |
| version | 2.0.0 |
| author | Crewm8 |
| maintainer | Gokul (github.com/gokulb20) |
| license | MIT |
| homepage | https://crewm8.ai |
| tags | ["cfo","finance","fundraising","cap-table","equity","dilution"] |
| related_skills | ["fundraising-financials","fundraising-process-management","term-sheet-analysis","data-room-management","investor-relations","headcount-and-comp-planning"] |
| inputs_required | ["current-cap-table-spreadsheet-or-carta-pulley-export","new-financing-terms-from-term-sheet-analysis","option-plan-current-pool-grants-outstanding-and-available","SAFE-convertible-note-register-with-terms"] |
| deliverables | ["current-cap-table-issued-and-fully-diluted-views","SAFE-note-conversion-analysis-and-dilution-waterfall","pro-forma-cap-table-post-raise"] |
| compatible_agents | ["hermes","claude-code","droid","cursor","windsurf","openclaw","openai","generic"] |
Manage the company's capitalization table — the definitive record of who owns what. Track all equity holders, model dilution from future rounds, handle SAFE/convertible note conversions, manage the option pool, and maintain a fully diluted view.
The cap table is the ownership constitution of the company — every financing, every grant, every conversion changes who owns what. Mistakes here are irreversible and expensive. This skill ensures the cap table is always accurate, fully diluted, and ready for modeling any fundraise scenario so founders always know their true ownership.
term-sheet-analysis or fundraising-process-management.| Security Type | Description | Tracking Notes |
|---|---|---|
| Common Stock | Founders, early employees, advisors | Track vesting schedules |
| Preferred Stock | Investors (Series Seed, A, B, etc.) | Track liquidation preferences |
| Stock Options (ISOs, NSOs) | Granted but unexercised | Include in fully diluted count |
| SAFEs | Simple Agreement for Future Equity | Most dilutive conversion = valuation cap only |
| Convertible Notes | Debt that converts to equity | Include accrued interest in conversion |
| Fully diluted | Issued + all options + warrants + convertible securities | This is the number VCs care about |
Build a table with these columns:
| Shareholder | Security Type | Shares | Ownership % (Issued) | Ownership % (Fully Diluted) | Issue Price | Total Invested | Liquidation Preference |
|---|
When a priced round triggers conversion:
SAFE with valuation cap:
Conversion price = min(valuation cap / fully diluted shares pre-money, round price × discount %)
Conversion shares = SAFE investment / conversion price
Convertible note:
Conversion price = min(cap / fully diluted, round price × discount)
Conversion shares = (principal + accrued interest) / conversion price
Model the impact of a new round:
Step 1: Start with current fully diluted shares (FD0)
Step 2: Increase option pool if needed (add to FD0, dilutes existing)
Step 3: Calculate new investor shares = New investment / Price per share
Step 4: New fully diluted shares = FD0 + new investor shares
Step 5: Dilution per existing holder = 1 - (ownership before / ownership after)
| Shareholder | Before ($) | Before (%) | After ($) | After (%) | Dilution |
|---|---|---|---|---|---|
| Founders | 6,000,000 | 60% | 6,000,000 | 42% | 30% |
| Employee Pool | 1,500,000 | 15% | 2,500,000 | 17.5% | — |
| Seed Investors | 2,000,000 | 20% | 2,000,000 | 14% | 30% |
| SAFE Holders | 500,000 | 5% | 800,000 | 5.6% | — |
| New Series A | — | — | 3,000,000 | 20.9% | — |
| Total | 10,000,000 | 100% | 14,300,000 | 100% |
The skill is complete when:
Can you answer "what is the fully diluted ownership breakdown before and after this round?" from the cap table? Are SAFE/note conversions modeled with clear conversion prices? Is the option pool burn rate tracked? If the cap table doesn't reconcile (issued vs outstanding), is the gap flagged? If not, the cap table is incomplete.
User prompt: "Model dilution from this term sheet." What should happen: Take the current cap table, apply the term sheet terms (valuation, amount raised, option pool increase), convert SAFEs and notes based on the round price, produce a pro forma cap table showing ownership before vs after for each holder class, and calculate dilution percentages for founders, employees, and existing investors.
User prompt: "Convert our SAFEs / notes for the Series A." What should happen: For each SAFE and convertible note, calculate the conversion price using the valuation cap, discount rate, and Series A round price, compute the number of shares each converts into, add them to the pro forma cap table, and show the impact on existing holder dilution.
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Manages banking relationships — account optimization, fee negotiation, credit facility oversight, treasury yield, and fraud prevention. Use when the user mentions banking setup, bank fees, credit facility, treasury yield, investing excess cash, opening new accounts, or asks about banking architecture, account optimization, or fraud prevention.
Builds and maintains a 13-week rolling cash forecast — models inflows, outflows, scenario analysis, and forecast-vs-actual accuracy tracking. Use when the user mentions cash forecast, 13-week forecast, liquidity projection, cash runway, or asks about modeling cash under different scenarios or when cash runs out.
Monitors daily cash position across all accounts, flags anomalies, tracks burn rate, and produces a daily cash snapshot. Use when the user mentions cash position, daily cash check, burn rate, bank balance, or asks about unusual transactions or cash alerts.
Optimizes working capital — improves DPO, accelerates collections, manages inventory, and negotiates payment terms to maximize cash efficiency. Use when the user mentions working capital, cash conversion cycle, DPO, DSO, or asks about improving payment terms, accelerating collections, or optimizing cash tied up in operations.
Routes CFO and financial operations requests to specialized sub-skills based on user intent matching, task classification, and multi-skill chain assembly. Use when the user mentions startup CFO tasks, financial operations, reporting, fundraising questions, cash management, financial planning, strategic advisory, or asks about running any CFO-related workflow.