Processes/fundraising — raising money and managing equityfundraising
Audit cap table — fundraising processAudit cap table
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
agentruns in parallel · 2
02Verify cap table accuracy
human⚡ 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
human04Attorney sign-off
humanContext 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.
Cartadefault36/100 agent-ready
Cake Equity22/100 agent-ready
Ledgy12/100 agent-ready
Vestd9/100 agent-ready
Pulley6/100 agent-ready
Fidelity Private Shares0/100 agent-ready
Clerkydefault37/100 agent-ready
Ironclad37/100 agent-ready
Docusign37/100 agent-ready
Beglaubigt.de33/100 agent-ready
LegalZoom32/100 agent-ready- Stripe Atlas32/100 agent-ready
Firstbase0/100 agent-ready