equity-management

equity-management is a skill for Claude Code from LeadMagic/gtm-skills. It costs 126 tokens per session (2,833 once invoked), scanned A, original, MIT.

A startup equity-management guide covering ownership records, 409A valuations, option pools, equity grants, dilution, and secondary sales. A cap table records who owns what in a company.

In plain words
What is it for?
Use it to plan cap tables, option pools, employee or adviser grants, 83(b) elections, valuation work, and equity transactions.
Why use it?
It helps founders avoid unclear ownership records and unexpected dilution when issuing or changing equity.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin. Also seen: positional $N argument; mentions Claude Code; mentions Codex.

Part of the gtm-skills plugin — 196 skills shipped together

Good fit Use it to plan cap tables, option pools, employee or adviser grants, 83(b) elections, valuation work, and equity transactions.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/leadmagic/gtm-skills/equity-management
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add LeadMagic/gtm-skills --skill equity-management
Clone the repo
git clone --depth 1 https://github.com/LeadMagic/gtm-skills

Made for: Claude Code.

Or install gtm-skills, the plugin that ships this one along with the rest of its 196 skills.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for equity-management

README.md
[![agentmods](https://agentmods.dev/badge/skills/leadmagic/gtm-skills/equity-management/github.svg)](https://agentmods.dev/skills/leadmagic/gtm-skills/equity-management)
Your own site
<a href="https://agentmods.dev/skills/leadmagic/gtm-skills/equity-management"><img src="https://agentmods.dev/badge/skills/leadmagic/gtm-skills/equity-management/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for equity-management

Your own site · 80×15
<a href="https://agentmods.dev/skills/leadmagic/gtm-skills/equity-management"><img src="https://agentmods.dev/badge/skills/leadmagic/gtm-skills/equity-management.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 126 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,833 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00126 $0.02833
Opus 5 $0.00063 $0.01417
Sonnet 5 $0.00025 $0.00567
Haiku 4.5 $0.00013 $0.00283

Measured 5d ago against content hash 625e6ff2c3a6, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-09, from the pricing page.

Security

Grade A, and why

equity-management scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 5d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/check-output.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/founder-led/equity-management/SKILL.md · 260 lines

How it starts

The opening of the file, as written. The whole thing — 260 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Equity Management

Overview

Equity is the hardest-working tool in a startup's compensation arsenal — it aligns incentives across founders, employees, advisors, and investors. The mistake: treating equity as an afterthought, granting shares on napkins, and discovering during Series A that your cap table is a disaster. This skill covers the complete equity stack: cap tables, 409A valuations, option types, grant guidelines by role and stage, dilution modeling, and the tools that keep it all clean.

Authoritative Foundations

  • Carta — Equity management platform and cap table benchmarks — Equity management platform and cap table benchmarks
  • Pulley — Cap table management for startups — Cap table management for startups
  • Fred Wilson (Union Square Ventures) — Employee equity — Employee equity
  • Andy Rachleff (Wealthfront) — Equity compensation — Equity compensation
  • Sam Altman — Employee equity — Employee equity
  • Leo Polovets (Humba Ventures/YC) — Technical founder equity guide — Startup operating cadence — default alive, talk to users, launch fast.

When to Use

Trigger phrases: "set up cap table", "409A valuation", "option pool planning", "equity grant guidelines", "ISO vs NSO", "83(b) election", "equity for employees", "dilution modeling", "how much equity to give", "Carta vs Pulley"

Step-by-Step Process

Phase 1: Equity Types

Type Who Gets It Tax Treatment Key Rules
ISO (Incentive Stock Option) Employees only No tax at exercise (AMT may apply). Capital gains if held 1yr+ after exercise, 2yr+ after grant. $100K vest limit/yr. Must exercise within 90 days of leaving.
NSO (Non-Qualified Stock Option) Advisors, contractors, anyone Taxed at exercise (ordinary income on spread). More flexible. No $100K limit.
RSU (Restricted Stock Unit) Later-stage employees Taxed at vest (ordinary income on FMV). No exercise cost. Common post-Series B. Not great for early stage (taxed at vest even if illiquid).
Restricted Stock Founders, very early employees Taxed at grant (can be $0 if 83(b) filed). Capital gains on sale. Founders should file 83(b) immediately.

Read the full file on GitHub · 260 lines

Files

What ships with it

3 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 5d ago First seen · 260 lines · 126 tokens per session scan A 625e6ff2c3a6

Subscribe to this mod's changes

equity-management is a skill published in the GitHub repository LeadMagic/gtm-skills (48 stars, last pushed 2d ago), licensed MIT. It adds 126 tokens to every session and 2,833 once invoked, about $0.0006 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.