Finance & Compliance
Cap Table Summarizer
Cap Table Summarizer turns fp&a material into an operator-ready artifact with a concrete fully-diluted ownership breakdown, option pool and SAFE/note conversion math, and pre- and post-money dilution waterfall. It is built for teams that need a usable draft artifact, not a broad summary with a familiar title. The skill asks for share classes and shares outstanding by holder, option pool size, granted, and available, and SAFEs or convertible notes with caps, discounts, and amounts up front, then organizes the output around ownership, dilution, equity, cap table, and shares. It is delivered with adapters for Claude Code, Codex, OpenClaw, and Antigravity so teams can use the same workflow across their preferred agent environment. Cap Table Summarizer reports ownership and dilution mechanics — share classes, option pool, SAFE/note conversion, and the pre/post-money waterfall. It is distinct from term-sheet-analyzer (legal language), funding-round-analyzer (round strategy), and runway-calculator (cash runway).
One-Time Purchase
$9.99
Cap Table Summarizer — Sample Brief
Headline
Builds a cap table ownership and dilution summary for cap table summarizer work, turning share classes and shares outstanding by holder, option pool size, granted, and available, and SAFEs or convertible notes with caps, discounts, and amounts into fully-diluted ownership breakdown, option pool and SAFE/note conversion math, and pre- and post-money dilution waterfall. In this example, Northwind Robotics is modeling a seed round with a converting SAFE and wants founder, ESOP, and investor ownership on a fully-diluted basis before and after the round. The output is a concrete operator-ready artifact: source evidence, reviewer checks, and the owner decision that determines whether the work is ready.
Evidence Packet
| Input | Example | Status |
|---|---|---|
| share classes and shares outstanding by holder | Northwind Robotics is modeling a seed round with a converting SAFE and wants founder, ESOP, and investor ownership on a fully-diluted basis before and after the round. | Provided |
| option pool size, granted, and available | Three representative examples from the current workflow | Reviewed |
| SAFEs or convertible notes with caps, discounts, and amounts | Approval threshold and final reviewer | Confirm |
| the modeled event or ownership question | FP&A owner and downstream audience | Ready |
Ownership Evidence Model
| Field | What must be captured | Review consequence |
|---|---|---|
| Ownership signal | Separate share classes, option pool, and convertible instruments before computing any ownership percentage. | Treat as draft until fully-diluted ownership breakdown is source-backed. |
| Fully Diluted Ownership Breakdown | Show shares plus both percent-outstanding and percent-fully-diluted for every holder, not a single blended number. | Escalate when ownership evidence is missing or contradicted. |
| Option Pool And SAFE/note Conversion Math | State the conversion and dilution assumptions (SAFE caps, discounts, pool top-ups) before modeling the round. | Reviewer resolves pre- and post-money dilution waterfall before final use. |
Cap Acceptance Checks
| Check | Required evidence | Review action |
|---|---|---|
| Cap depth | Separate share classes, option pool, and convertible instruments before computing any ownership percentage. | Keep, revise, or ask a targeted follow-up |
| Table boundary | Show shares plus both percent-outstanding and percent-fully-diluted for every holder, not a single blended number. | Confirm this is not a renamed adjacent bundle skill |
| Summarizer handoff | State the conversion and dilution assumptions (SAFE caps, discounts, pool top-ups) before modeling the round. | Assign the owner decision before final use |
Cap Table Summarizer Work Map
Cap Table Summarizer focus areas
Draft Operator Ready Artifact
| Ownership signal | Fully Diluted Ownership Breakdown | Option Pool And SAFE/note Conversion Math | Pre And Post Money Dilution Waterfall | Dilution decision |
|---|---|---|---|---|
| Share classes | Common, Series Seed, and Series A shares are listed with holders and counts | option pool and SAFE/note conversion math | pre- and post-money dilution waterfall | Keep if reconciled |
| Option pool | fully-diluted ownership breakdown | Authorized, granted, and available option shares are separated | Ownership evidence is missing or contradicted. | Confirm available pool |
| Convertibles | Separate share classes, option pool, and convertible instruments before computing any ownership percentage. | Show shares plus both percent-outstanding and percent-fully-diluted for every holder, not a single blended number. | Each SAFE or note lists amount, cap, and discount with conversion math shown | Revise until terms sourced |
Use now
Cap Table Summarizer
Best when fp&a work needs a concrete operator-ready artifact.
Hold back
Missing evidence
Best deferred when a key input would change the artifact.
Reviewer note
This financial workflow needs qualified review before anyone treats the output as a decision record. The final answer should label unknowns plainly and avoid inventing metrics, policies, quotes, or commitments.
This sample illustrates the skill's output format. The example is fictional and assists with financial workflows but is not a substitute for professional financial review. Decisions of consequence should be reviewed by appropriate counsel or a qualified professional reviewer.
View full sample →
All sales final. No refunds on digital products.
Includes support for Claude Code, Codex, OpenClaw, and Google Antigravity in the same license.
Also in FP&A
Bundle price: $27.50. Compare this skill with the full workflow bundle or Pro access.
Best for
Founders and operators producing a readable ownership and dilution summary from a cap-table export ahead of a board update or financing conversation. Most useful when the table has grown messy across SAFEs, option pools, and multiple rounds and a clean one-pager is overdue.
Not ideal for
The authoritative cap table of record — that belongs in Carta, Pulley, or counsel-maintained docs — or anything that drives a 409A or tax position. The summary is a first draft; a finance owner or counsel must reconcile it against the source ledger before anyone relies on the numbers.
Included in this purchase
- Claude Code, Codex, OpenClaw, and Google Antigravity skill files.
- Setup guidance for the right adapter in your workspace.
- One-time license for the purchased skill version.
Setup
Plan for a short copy-and-configure setup in your preferred agent workspace. No custom integration is required for the skill file itself.
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Future Updates
This purchase includes the current version of the skill. If you want future adapter updates — meaning compatibility and packaging updates as supported platforms evolve — plus new catalog additions included automatically, upgrade to Pro.