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Processes/fundraising — raising money and managing equityfundraising

Issue stock options — fundraising processIssue stock options

moderatepartially automatable🔁 when it happens⏳ has async waits

Grant stock options to team members including board approval, option agreements, and Carta recording.

Carta API can record grants. Board consent and option agreements need human review. System drafts materials and tracks.

Current agent ceiling

An agent can run 5 of 6 steps 4 of them behind a human approval gate ⏸

Irreducibly human (1): Board approves grant (needs a human)

How it runs

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

01Verify 409A is current

agent
Carta logoCarta36medium risk

or:Cake Equity logoCake Equity22·Ledgy logoLedgy12

02Draft board consent for grant

agent
⏸ approval gatemedium risk

03Board approves grant

human
⏸ approval gate⏳ asynchigh risk

04Generate option agreement

agent
Carta logoCarta36⏸ approval gatemedium risk

or:Cake Equity logoCake Equity22·Ledgy logoLedgy12

05Send for employee signature

agent
Docusign logoDocusign37⏸ approval gatemedium risk

or:Clerky logoClerky37·Ironclad logoIronclad37

1 API call
  • POST /v2.1/accounts/{id}/envelopes

06Record grant on Carta

agent
Carta logoCarta36⏸ approval gatehigh risk

or:Cake Equity logoCake Equity22·Ledgy logoLedgy12

1 API call
  • POST /v1/equity_grants

Context the agent needs first: 409a valuation · option pool · employee name (from the founder) · grant shares (from the founder) · grant vesting schedule (from the founder)

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