Processes/fundraising — raising money and managing equityfundraising
Set up cap table — fundraising processSet up cap table
Setup wizard suggested task for Friends & Family and Pre-seed users. Track all investments in a cap table — even informal rounds.
Carta integration is planned. Cap table setup requires manual data entry or document upload.
Current agent ceiling
An agent can run 0 of 4 steps
⚡ Closable with today’s market (2 — via Cap Table & Equity): Choose cap table tool (draft the issuance on a cap-table platform’s API — the board still approves); Verify cap table (draft the issuance on a cap-table platform’s API — the board still approves)
No workaround yet (2): Enter founding shares (manual form/portal — no API path); Record investments/SAFEs (manual form/portal — no API path)
How it runs
Route-coded block flow: emerald = agent, amber = manual form/portal, red = needs a human. ⏸ approval gate · ⏳ async wait.
01Choose cap table tool
human⚡ agentic workaround: draft the issuance on a cap-table platform’s API — the board still approves — Carta, top of Cap Table & Equity →
02Enter founding shares
manual form03Record investments/SAFEs
manual form04Verify cap table
human⚡ agentic workaround: draft the issuance on a cap-table platform’s API — the board still approves — Carta, top of Cap Table & Equity →
Context the agent needs first: incorporation_date
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