Cap Table Cleanup

Know exactly who owns what. We gather every equity document you’ve signed, reconcile it against your board approvals, and rebuild your cap table on a platform you own. When we’re finished you’ll have a clear understanding of the current state of your equity and be prepared to issue stock or raise a round of financing with confidence.

For companies whose cap table lives in a spreadsheet, has gaps, or doesn’t match the documents.

One flat fee

$4,800

What's included
  • Advise on your cap table
  • Collect every founder, employee and investor equity document
  • Check each issuance against a board or stockholder approval
  • Review SAFEs, notes and warrants, and model how they convert
  • List every gap we find, with the fix for each
  • Rebuild a clean, fully diluted cap table from the documents
  • Set it up on Carta or the platform you choose
Not included
  • Fixing the gaps (ratifying consents, missing 83(b)s)
  • Platform subscription fees
  • Upkeep after delivery (part of General Counsel)
Engage Now

Questions first? Book a call

Most recently for help with a cap table restructure that required some unique provisions and creative approach to satisfy everyone involved. Kyle was super helpful, responsive, and very adept at understanding what we were looking to accomplish.

Philip Anema

Founder, Timshel

About 20 days, start to finish

Today

You engage

We start gathering what we need from you within minutes. Share access to your documents.

Day 6

Reconciled

We check every issuance against an approval within a week of receiving all your information.

Day 13

Draft to you

The rebuilt cap table and the gap list.

Day 20

Done

Live on your platform, documents attached.

These timelines are estimates, counted in business days, and may vary with your project's complexity and how quickly we hear back from you.

How to get started

01Review the scope.Check what's included, the price and the timeline. No surprises later.
02Click to engage.Ready to move forward? No intake call, no back-and-forth. Engage online in a few clicks.
03Get to work.Work starts in minutes, not weeks. Your project kicks off the moment you engage.

Questions first? Book a call, and we'll walk you through it.

Book a call