Cap Table Foundation

Produce a first complete and usable asset for Cap Table Foundation. The objective is to remove ambiguity around ownership, option pool, advisors, investors and dilution scenarios, give the founder a decision-ready output, and make it clear whether the venture should progress, repeat the task with stronger evidence, escalate to expert support, or move into a linked stage.

Bertie or a programme manager assigns Cap Table Foundation when the venture needs a decision-ready output for this group. Typical triggers include group-gate reviews, evidence gaps identified by the co-pilot or founder request.

founder profiles; current team status; role expectations; ownership assumptions; venture thesis if available; draft inputs or template to complete; specific context for ownership, option pool, advisors, investors and dilution scenarios.

1. 1Audit Existing Material and Set Cap Table Baselineexpand_more

   The founder gathers all existing equity agreements, preliminary share split notes, cap table spreadsheets, and incorporation filings. They import these raw data points into the standardised Bertie cap table model to establish an accurate baseline of current company ownership.

   Objective

   Establishing a single source of truth for historical and current equity allocations eliminates conflicting ownership records. This grounds the capitalization strategy in verifiable baseline data, preventing costly legal renegotiations during future fundraising rounds.

   What's expected

   A populated baseline template detailing initial share issuance, share classes, nominal values, and official company register details. The founder must provide supporting legal documentation or signed founder agreements for every recorded share allocation.

   Consultant stress-test · 5 questions

   1. 1.What official legal documentation verifies the exact share counts and nominal values recorded in this initial baseline?
   2. 2.Why have you chosen this specific share structure and class distinction at incorporation rather than a simple ordinary share model?
   3. 3.How have you accounted for pre-incorporation IP transfers or sweat equity contributions in this initial ownership breakdown?
   4. 4.Where are the discrepancies between informal founder verbal agreements and the formal filings made at Companies House?
   5. 5.How does this starting baseline reflect the true economic contribution of each co-founder relative to their ongoing operational commitments?

   Open action arrow_forward
2. 2Model Ownership Option Pools and Future Dilutionexpand_more
3. 3Populate Core Sections with Verifiable Inputsexpand_more
4. 4Cross-Validate Cap Table Structure Against Venture Thesisexpand_more
5. 5Uncover Cap Table Deficiencies and Risk Signalsexpand_more
6. 6Publish Decision-Ready Cap Table Asset to Data Roomexpand_more

• A data-room asset titled Cap Table Foundation
• A completed working asset, template, framework or decision-ready document that can be stored in the data room
• It should update the venture DNA with specific evidence or decisions about ownership, option pool, advisors, investors and dilution scenarios, create a visible milestone in the founder journey, and generate one or more recommended next tasks

A mentor or evaluator can review the output at the group gate. Programme managers can require an advisor checkpoint before Bertie moves the venture forward.

Draft your output and let Bertie review it