CoAgentorFinance
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Cap Table Review Agent
A live meeting agent for cap table and equity discussions. It keeps the current ownership, the option pool and the dilution from a new round clear in the room, flags when a term sheet number does not match the model everyone is looking at, and records what was agreed. Founders and finance stop nodding along to equity math nobody fully followed.
Cap TableEquityFinance
What this agent does
- Keeps current ownership and dilution clear
- Tracks option pool changes live
- Flags term sheet numbers that do not match the model
- Records the agreed equity decisions
Connected data sources
CartaGoogle DriveNotion
Best for
- Founders reviewing the cap table
- Finance leads modeling a round
- Boards approving option grants
Deploy this agent
Launch the Cap Table Review Agent in your Google Meet calls in minutes. No engineering required.
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