GAIA · Equity tools

Cap table health check

Ten quick questions on how you run ownership today. Answer them all to get a health score out of 10 and a short list of what to fix first. Free, no email required.

1

Do you keep one source of truth for your cap table that everyone trusts, rather than scattered spreadsheets?

2

Can you produce a fully-diluted view, including the option pool and every grant, in minutes?

3

Are all your signed grant documents stored in one place and linked to the right people?

4

Does every grant have a recorded vesting schedule you can check at any time?

5

Do you track leavers and what happens to their vested and unvested equity?

6

When you issue a new grant, is the cap table updated the same day?

7

Do you know your current option pool size and how much of it is still unallocated?

8

Do employees get a clear explanation of their grant (value, vesting, payout) when they receive it?

9

Are your plan documents and board approvals version-controlled, so you know which version each person signed?

10

Could you hand an investor or auditor an accurate ownership picture today, without a scramble?

0 of 10 answered

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