Processes/fundraising — raising money and managing equityfundraising

Update cap table — fundraising processUpdate cap table

moderatepartially automatable🔁 when it happens⏳ has async waits

Setup wizard suggested task for Seed stage companies. Ensure your cap table is current and board-approved.

Carta integration planned. Requires reviewing and reconciling existing cap table data.

Current agent ceiling

An agent can run 1 of 3 steps

Irreducibly human (1): Board approval (needs a human)

No workaround yet (1): Reconcile recent transactions (needs a human)

How it runs

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

01Export current cap table

agent

02Reconcile recent transactions

human

medium risk

03Board approval

human

⏸ approval gate⏳ asynchigh risk

Context the agent needs first: cap_table

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

simulated dry run from the mapped process — no real calls are made

Cap Table & Equity