Idea Book: Founding Team

Cap table workspace: Cap table / Dilution / Timeline tabs, currency and FX, valuation and categories, current vs fully diluted charts, Vault suggest, and planning toggles—investors read this early.

Founding Team is your cap-table workspace in the Idea Book: who owns what today vs fully diluted, how financing rounds play out in Dilution and Timeline, and how the story stays consistent with valuation context and Vault—so diligence starts from one coherent picture.

Where to open it

  • In-app: Open Founding Team in the Idea Book (Plans → Idea Book).

UI at a glance

  • Three tabs: Cap table (default), Dilution, and Timeline. Dilution and Timeline also open with ?capTool=dilution or ?capTool=timeline on the same section URL.
  • Cap table tab: currency and FX bar at the top, valuation context, category summary, shareholder list with current vs fully diluted charts, and a row detail sheet for category, instrument, % or shares, optional FD %, and include in current cap (useful for pools/advisors).
  • Dilution / Timeline tabs: model rounds and save scenarios or order events—stored with cap-table settings for planning, not a replacement for your legal cap table.
  • Suggest from Vault proposes shareholder rows when Vault documents are eligible (Use for AI and scope that applies to Founding Team); the UI explains when no documents match.
  • Reset cap table setup wipes planning data—use only when you intend to rebuild. Allow fully diluted over 100% is a planning toggle for exploratory math only.

AI and automation

Suggest from Vault uses AI over eligible Vault text to pre-fill rows you review before apply. Field-level AI elsewhere in the product may also reference team context when enabled.

Data and persistence

Shareholder rows live on the founders / cap table APIs for the venture; dilution scenarios, timeline, and display settings persist in cap-table settings. Idea Book progress for this step tracks shareholder rows (ftfounders).

Getting started

  • Add at least one shareholder row to unlock progress, then set display currency so charts and exports stay consistent.
  • Run Dilution scenarios before a raise conversation; keep Timeline aligned with how you tell the financing story.

Overview: Cap table, Dilution, and Timeline tabs; currency and FX bar; current vs fully diluted charts; Vault suggest for shareholders

How to use this section

  • Cap table tab (default): add shareholders, set display currency and FX, read the valuation panel and category summaries, and use the current vs fully diluted charts. Open each row’s detail sheet for category, instrument, ownership % or shares, optional fully diluted %, include in current cap (useful for pools and advisors), and notes or document links where you track them.
  • Dilution tab or ?capTool=dilution: model rounds and save scenarios—persisted in cap-table settings for planning, not a substitute for your legal cap table or filed instruments.
  • Timeline tab or ?capTool=timeline: order financing events so the narrative matches how you tell the raise story.
  • Planning: Allow fully diluted totals over 100% relaxes validation for exploratory math only; it does not change legal facts.
  • Reset cap table setup is destructive—use only when you intend to wipe and rebuild planning data.
  • Suggest from Vault proposes shareholder rows when Vault documents are eligible (Use for AI and scope that includes Founding Team). If nothing qualifies, the UI explains why; you can still build the table manually.

Why it matters

Investors and internal planning both read ownership and team early; this section makes gaps explicit tradeoffs, not surprises. It supports internal consistency and scenario thinking—it is not legal or tax advice and does not replace counsel or your official cap table.

Open this section in the Idea Book