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Processes/fundraising — raising money and managing equityfundraising

Audit cap table — fundraising processAudit cap table

complexguided manual🔁 annual⏳ has async waits

Setup wizard suggested task for Series A+ companies. Ensure your cap table, board consents, and investor rights are documented.

Complex legal review requiring attorney involvement. Platform can organize documents.

Current agent ceiling

An agent can run 1 of 4 steps

⚡ Closable with today’s market (1 — via Cap Table & Equity): Verify cap table accuracy (draft the issuance on a cap-table platform’s API — the board still approves)

Irreducibly human (2): Review board consents (needs a human); Attorney sign-off (needs a human)

How it runs

Route-coded block flow: emerald = agent, amber = manual form/portal, red = needs a human. ⏸ approval gate · ⏳ async wait.

01Gather all investor documents

agent

runs in parallel · 2

02Verify cap table accuracy

human
high risk

⚡ agentic workaround: draft the issuance on a cap-table platform’s API — the board still approves Carta, top of Cap Table & Equity

03Review board consents

human
medium risk

04Attorney sign-off

human
⏸ approval gate⏳ asynchigh risk

Context the agent needs first: cap_table

The market options

Each role resolves against its arena’s live leaderboard — the default is the process’s canonical vendor, alternatives ranked by agent-readiness.

Simulate this process

simulated dry run from the mapped process — no real calls are made
For agents Process manifest (JSON)·/llms.txt