Processes/fundraising — raising money and managing equityfundraising
Issue stock options — fundraising processIssue stock options
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.
02Draft board consent for grant
agent03Board approves grant
human05Send for employee signature
agent1 API call
- POST /v2.1/accounts/{id}/envelopes
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.
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
Clerky37/100 agent-ready
Ironclad37/100 agent-ready
Docusigndefault37/100 agent-ready
Beglaubigt.de33/100 agent-ready
LegalZoom32/100 agent-ready- Stripe Atlas32/100 agent-ready
Firstbase0/100 agent-ready