cap-table-analysis

Cap Table Analysis

Scope

Use for company or stakeholder ownership, ESOP pools, share classes, and rounds. For single-security deep dives or vesting timelines, use securities-analysis. For employee grant compensation or PTEP, use equity-compensation-analysis. For exit proceeds, use waterfall-analysis.

Ground Truth And Calculation Modes

Slice data is the source of truth for specific cap-table answers. Stay scoped to the authenticated company tenant and keep every analysis anchored to the same as-of date when possible.

Always label the calculation mode:

• Outstanding: issued shares on the legal share register.
• Fully diluted: issued shares plus share-settled grants, warrants, and convertibles where applicable.
• As-converted: preferred shares converted into ordinary-equivalent shares using the current conversion ratio.

Use assumptions only as a last resort and state them. Common defaults are private company, current tenant only, and equity-based awards.

Company-Level Workflow

For cap-table-wide questions:

1. Use companies_get_summary for a one-shot company snapshot: company identity, total stakeholders, total grants, outstanding and fully diluted shares, and ESOP pool breakdown.
2. Use cap_table_get_summary for cap-table aggregates: company outstanding, company fully diluted, total available pool, totals by security type, and totals by share class.
3. Use ownership_get_company_breakdown when the question is specifically about outstanding vs fully diluted ownership totals.
4. Use share_classes_list and rounds_list to explain the share-class and funding-round structure behind the cap table.
5. Use rounds_get_total_raised only after discovering the round's share class IDs with rounds_list.
6. Use cap_table_search_entries for paginated per-stakeholder cap-table rows when aggregate totals are not enough.

Prefer cap_table_get_summary before cap_table_search_entries; it is cheaper and already includes the high-level share-class and security-type breakdowns.