For founders, CFOs, and deal teams: 9 Claude prompts that rebuild the cap table from the signed documents instead of the spreadsheet, run the waterfall clause by clause against the actual LPA or charter, and recompute fee and carry independently, so a stale sheet gets caught before a round closes on it.
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Install Cap Table Desk on my computer. Walk me through it. Repo: https://consultance.ai/library/cap-table-desk What it does: For founders, CFOs, and deal teams: 9 Claude prompts that rebuild the cap table from the signed documents instead of the spreadsheet, run the waterfall clause by clause against the actual LPA or charter, and recompute fee and carry independently, so a stale sheet gets caught before a round closes on it. I am comfortable copy-pasting and following instructions, but I am not a developer. Rules: - Plain English. Define jargon the first time it appears (repo, env var, port, dependency). - One step at a time. Exact command in a code block. Tell me which app to paste it into (Terminal on Mac, PowerShell on Windows). - One sentence per command explaining what it does and what success looks like. - After each command, wait. I will tell you the output before you move on. - If a tool is missing (git, node, docker, python), give me the one-line install for my OS first. - If something errors, diagnose before the next step. Do not skip. First message: ask only "What is your operating system, macOS, Windows, or Linux?" Then start step 1. Reference steps from the public guide (adapt to my OS, do not just paste them at me): 1. Open Claude, pin Claude Opus 5, and create a private Project for the entity. Cap table documents stay in your own tenant and are never uploaded to us, stored by us, or seen by us. 2. Load the actual instruments into Project knowledge: stock purchase agreements, SAFEs, convertible notes, option grants, the charter or LPA. Prompt 01 will not produce a real rebuild from a description of them. 3. Run prompts 01 and 02 first. That is where the drift between the working spreadsheet and the signed documents surfaces. 4. Run 03 for the waterfall against your real governing language, 04 for the fee and carry recompute, and 05 to 09 once you have a live round to model. Stop when the app opens and I confirm it works.
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For founders, CFOs, and deal teams: 9 Claude prompts that rebuild the cap table from the signed documents instead of the spreadsheet, run the waterfall clause by clause against the actual LPA or charter, and recompute fee and carry independently, so a stale sheet gets caught before a round closes on it.
The setup rail and every prompt above are free and stay free. The cost is your time, and the risk of wiring it wrong on live data.
Back to the prompts ↑The vault runs on documents you paste in. Consultance wires the last mile inside your own environment: a governed cap table connector (Carta, Pulley) or the VDR pulled under access control, the waterfall wired to your actual preference stack instead of re pasted each time, a diff that fires when the record moves, and counsel plus fund admin sign off as a real gate before anything becomes the record. Reply "wire it" for a 30-minute slot.
Book a build call →Prompt set authored by consultance.ai. This is decision support, not legal, tax, or accounting advice, and not a substitute for counsel, your fund administrator, or the transfer agent record. Ambiguous clause language is flagged, never silently resolved. A named human signs anything that closes. Your documents stay in your own Claude tenant, we never see them.
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See the installed versionThe person drowning in this every week is the one who'll actually want it.
Cap Table Desk is a finance and data build in the consultance.ai AI Build Library. For founders, CFOs, and deal teams: 9 Claude prompts that rebuild the cap table from the signed documents instead of the spreadsheet, run the waterfall clause by clause against the actual LPA or charter, and recompute fee and carry independently, so a stale sheet gets caught before a round closes on it. It fits founders, CFOs, fund CFOs, and deal teams working off a cap table spreadsheet that has been carried forward and lightly edited since the seed round and never tied back to the instruments. Setup difficulty is Medium, with 4 plain-English steps.
For founders, CFOs, and deal teams: 9 Claude prompts that rebuild the cap table from the signed documents instead of the spreadsheet, run the waterfall clause by clause against the actual LPA or charter, and recompute fee and carry independently, so a stale sheet gets caught before a round closes on it.
It fits founders, CFOs, fund CFOs, and deal teams working off a cap table spreadsheet that has been carried forward and lightly edited since the seed round and never tied back to the instruments.
Medium to set up — one guided setup instruction covering 4 plain-English steps, plus 9 ready-to-run prompts on the resource page.
The vault runs on documents you paste in. Consultance wires the last mile inside your own environment: a governed cap table connector (Carta, Pulley) or the VDR pulled under access control, the waterfall wired to your actual preference stack instead of re pasted each time, a diff that fires when the record moves, and counsel plus fund admin sign off as a real gate before anything becomes the record. Reply "wire it" for a 30-minute slot.
Prompt set authored by consultance.ai. This is decision support, not legal, tax, or accounting advice, and not a substitute for counsel, your fund administrator, or the transfer agent record. Ambiguous clause language is flagged, never silently resolved. A named human signs anything that closes. Your documents stay in your own Claude tenant, we never see them.
Cap Table Desk is the starting point. On a free AI audit we map where it fits your stack and what consultance.ai would build around it.
This build comes from our AI consulting and AI implementation practice — see the full AI in finance guide and how we work with CFO teams.