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Cap Table Scenario Modeling Diligence Room AI Assistant All Features
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For founders & company leaders

Keep your company continuously ready.

Keep ownership, decision models, company evidence, and investor sharing organized before the next financing or diligence request.

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Readiness workspace
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Cap table · scenarios · diligence · controlled sharing — one connected workflow.
The workflow

Readiness is a company habit, not a last-minute project.

Keep the evidence behind your company current while you operate, so the next financing, lender conversation, or diligence request starts from a maintained record.

Maintain records

Keep a transaction-backed cap table, version history, grants, and recurring company evidence organized as the business changes.

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Model decisions

See potential ownership and dilution effects for a round, SAFE, note, or pool change before you record a committed transaction.

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Assemble diligence

Organize company documents and a practical checklist so gaps are visible before a request arrives.

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Share securely

Build a controlled investor room from evidence that stays in your Google Drive or OneDrive while the workflow stays organized.

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Know which cap table is current.

Review transaction history and version snapshots instead of asking which spreadsheet was last.

See version history

Model funding terms before they change ownership.

Separate assumptions from results and review scenarios before anything becomes part of the company record.

Model SAFE scenarios
Next steps

A short path to a stronger operating rhythm.

Fundraising readiness

Keep ownership, financial evidence, governance, and diligence documents organized before conversations begin.

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Founder checklist

Use a practical checklist to see what is ready and where the gaps are.

Open the checklist

Start at your pace

Start free, prove the ongoing value, and expand as the company and its needs grow.

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Be ready before the request arrives.

Start with the company you run today, then build the record your future conversations can rely on.

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