For Founders & CFOs
Upload a messy CSV. AI infers missing data, calculates dilution, and generates a professional equity report your board can present with confidence.
A structured ownership waterfall, dilution table, and round summary — all from a single CSV upload.
Equity Report
4 Shareholders · 3 Rounds · March 2026
10,000,000
Total shares issued
Ownership Waterfall
Shareholders
| Shareholder | Class | Shares | Ownership % | Fully Diluted % | Invested |
|---|---|---|---|---|---|
| Sarah Chen | Ordinary | 4,500,000 | 45.00% | 40.91% | — |
| James Okafor | Ordinary | 500,000 | 5.00% | 4.55% | — |
| Sequoia Capital | Preferred A | 3,000,000 | 30.00% | 27.27% | £2,500,000 |
| Index Ventures | Preferred B | 1,500,000 | 15.00% | 13.64% | £3,000,000 |
| ESOP Pool | Options | 500,000 | 5.00% | 4.55% | — |
From messy spreadsheet to investor-ready report in under five minutes.
Drop your cap table export from any source — Companies House, Carta, or a manual spreadsheet. Messy headers, inconsistent formatting — we handle it.
Claude identifies founders, investors, and ESOP pools. Share classes inferred. Dilution calculated. Missing data flagged with confidence scores.
Ownership waterfall chart, dilution table, funding round summary — all in a clean PDF ready for your board pack or investor deck.
Visual breakdown of every shareholder by share class. Hover to see shares, percentage, and investment amount. Exportable as PDF.
Current ownership and fully diluted percentages side by side. Options, warrants, and convertibles modelled correctly.
AI groups investors by funding round based on dates and share class. Pre-money and post-money valuations calculated where data allows.
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Any CSV with shareholder names and share counts. We auto-detect column headers — they don't need to be perfectly formatted. Companies House exports, Carta, Seedlegals, or manual spreadsheets all work.
AI infers share classes from context — share counts, investment amounts, dates, and investor names. Every inference is flagged with a confidence level so you can review and correct before exporting.
Data is processed server-side and stored encrypted. We never use your cap table data for model training. You can delete any report at any time.
Yes. Every shareholder record is fully editable — you can correct share classes, add notes, and fix any errors before generating your PDF.
CapBrief models convertibles as a separate class and includes them in the fully diluted percentage calculation. Valuation caps and discounts can be added manually.
Yes — on the Agency plan. Upload your logo and set your accent color. The PDF removes the CapBrief watermark and presents as your own work.
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