Project description
We are an early-stage company and right now our entire capitalization lives in a tangle of spreadsheets that only one person fully understands. We need a proper cap table and equity management system that becomes the single source of truth for who owns what. It must track shareholders and multiple share classes (common, preferred, SAFEs and convertible notes), record every issuance, transfer and buy-back, and always reconcile to a clean, fully-diluted ownership picture. When we open the platform we want to see, at a glance, current ownership, the fully-diluted breakdown, and how each number was derived from the underlying transactions.
A large part of the job is the option pool and grants with vesting. We need to define one or more equity pools, issue option grants to employees and advisors, and attach vesting schedules with cliffs, monthly or quarterly vesting, acceleration clauses and early-exercise rules. The system should calculate vested versus unvested amounts as of any date, handle terminations and forfeitures back into the pool, and produce individual statements that a grantee can actually understand. Funding rounds are the other half: we want to model priced rounds and convertible instruments, apply pre-money and post-money valuations, run dilution across all existing holders, and show before-and-after ownership for every stakeholder in the round.
On top of the ledger we need scenario modeling and reporting. We want to build what-if rounds, exit and liquidation waterfalls across preferences, and compare outcomes side by side without touching the live data. Investor-ready reports and export are essential, and everything must have an audit trail. Please include in your proposal:
— data model for shareholders, share classes and instruments;
— vesting engine with configurable schedules, cliffs and acceleration;
— rounds and dilution modeling with pre/post-money math;
— scenario and exit-waterfall modeling;
— role-based access, audit log and investor report export.
A large part of the job is the option pool and grants with vesting. We need to define one or more equity pools, issue option grants to employees and advisors, and attach vesting schedules with cliffs, monthly or quarterly vesting, acceleration clauses and early-exercise rules. The system should calculate vested versus unvested amounts as of any date, handle terminations and forfeitures back into the pool, and produce individual statements that a grantee can actually understand. Funding rounds are the other half: we want to model priced rounds and convertible instruments, apply pre-money and post-money valuations, run dilution across all existing holders, and show before-and-after ownership for every stakeholder in the round.
On top of the ledger we need scenario modeling and reporting. We want to build what-if rounds, exit and liquidation waterfalls across preferences, and compare outcomes side by side without touching the live data. Investor-ready reports and export are essential, and everything must have an audit trail. Please include in your proposal:
— data model for shareholders, share classes and instruments;
— vesting engine with configurable schedules, cliffs and acceleration;
— rounds and dilution modeling with pre/post-money math;
— scenario and exit-waterfall modeling;
— role-based access, audit log and investor report export.
Other / Miscellaneous Cash, Bank transfer
