exit_waterfall
ChatGPTWho gets what at a given exit value (preferences, participation, option treasury method). For company admins.
Finance
Overview
Capable Cap Table connects ChatGPT to your startup's cap table in Capable, the AI-native cap table and equity management platform. Ask about ownership, equity and fundraising in plain language, and draft changes for an admin to approve. Founders, finance, legal and HR admins can: - See who owns what on a fully diluted basis, by stakeholder and by share class, including the option pool. - Look up any stakeholder's stock options (ISO and NSO), RSUs, restricted stock (RSAs), warrants, SAFEs and convertible notes. - Check vesting schedules, cliffs and the next vesting dates. - Check the current 409A valuation, its fair market value per share and when it expires. - Model a priced round (Seed, Series A and later), including SAFE and note conversion and an option pool top-up, and see the dilution for each holder. - Model an exit and see what each holder takes home after liquidation preferences. - Get links to export the cap table to Excel, CSV or OCF, and review recent activity and pending proposals. Employees, advisors and investors can ask about their own equity: how much has vested, the next vesting dates, exercise prices and deadlines. Example questions: - Who owns what in our cap table, fully diluted? - List our outstanding SAFEs with their valuation caps. - How much will the founders be diluted if we raise $10M at a $40M pre-money valuation? - When does our 409A expire? - If we sell the company for $150M, what does each holder take home? ChatGPT can draft a change, such as a new stakeholder, an option grant, a termination, a cancellation or a 409A record, as a proposal. Nothing changes until an admin approves the proposal inside Capable. Capable shows each person only what they are allowed to see. Round and exit models are planning estimates, not tax, legal or investment advice. The plugin does not move money or place trades.
Tools
export_links
ChatGPTDownload links for the cap table workbook, stakeholder and transaction CSVs, the OCF bundle and certificates. They open while signed in to Capable.
fetch
ChatGPTFull details for one search result id.
get_409a
ChatGPTCurrent 409A fair market value and history. For company admins.
get_cap_table
ChatGPTFully diluted ownership by stakeholder as of a date, with totals, share class totals, and pool status. For company admins.
get_stakeholder
ChatGPTEvery security a stakeholder holds with vesting as of today (by id, exact name, or email). For company admins.
get_vesting_schedule
ChatGPTDated vesting tranches for a security by certificate id. For company admins.
list_companies
ChatGPTCompanies this person can see on Capable: the ones they administer (with their role and plan) and the ones where they hold equity.
list_proposals
ChatGPTPending and past AI-proposed changes and their approval status. For company admins.
list_securities
ChatGPTSecurities (optionally by type) with ids, status, outstanding, vested, and prices. For company admins.
list_stakeholders
ChatGPTAll stakeholders with ids, contact, relationship, status, and portal status. For company admins.
model_round
ChatGPTModel a priced round: SAFE/note conversion, pool top-up, new money, and resulting dilution per holder. For company admins.
my_equity
ChatGPTThe signed-in person's own equity at every company that issued it to them: each grant or holding, how much has vested, the next vesting dates, exercise prices and deadlines, documents, and anything waiting on them. Works for employees, advisors, investors and founders; it never shows anyone else's holdings.
propose_cancel_security
ChatGPTPropose cancelling all or part of a security (returns quantity to the pool for plan grants). Creates a proposal only: nothing changes until an admin approves it in Capable (Capable AI, then Proposals). Needs an owner, admin or read/write role.
propose_create_stakeholder
ChatGPTPropose adding a stakeholder (person or entity). Needs admin approval before it is created. Creates a proposal only: nothing changes until an admin approves it in Capable (Capable AI, then Proposals). Needs an owner, admin or read/write role.
propose_draft_security
ChatGPTPropose a draft grant or issuance (option, RSA, RSU, shares, SAFE, note, warrant). It lands in Drafts after approval; nothing hits the cap table until sent for signature or published. Creates a proposal only: nothing changes until an admin approves it in Capable (Capable AI, then Proposals). Needs an owner, admin or read/write role.
propose_record_valuation
ChatGPTPropose recording a 409A valuation (fair market value per common share). Creates a proposal only: nothing changes until an admin approves it in Capable (Capable AI, then Proposals). Needs an owner, admin or read/write role.
propose_send_for_signature
ChatGPTPropose sending a draft security's agreement for e-signature to the holder and the company signatory. Creates a proposal only: nothing changes until an admin approves it in Capable (Capable AI, then Proposals). Needs an owner, admin or read/write role.
propose_terminate_stakeholder
ChatGPTPropose recording a stakeholder's termination: stops vesting, cancels unvested grants, sets the post-termination exercise window. Creates a proposal only: nothing changes until an admin approves it in Capable (Capable AI, then Proposals). Needs an owner, admin or read/write role.
recent_activity
ChatGPTLatest transactions on the cap table. For company admins.
search
ChatGPTSearch stakeholders and securities by name, email or certificate ID across the companies this person administers, plus their own holdings. Returns ids for fetch.
Capabilities
Writes
Example Prompts
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Links
App Stats
21
Tools
3
Prompts
ChatGPT
Platforms
Category
Financial ResearchWorks with
ChatGPT
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