Free · 30 minutes
Talk to a cap table OCF expert
Bring whatever you have: a spreadsheet, a Carta export, a verification report full of red. We'll tell you where you stand and what it takes to be ready for a lead investor, an auditor or a banker.
What we cover
01
Everything the validator flagged
What each finding means in practice, and which ones a diligence team will actually stop on.
02
The documents you're missing
Board consents, 409A history, side letters: the paperwork that turns numbers into provable facts.
03
Getting off your current tool
Carta, Pulley, AngelList or a spreadsheet: what transfers cleanly and what needs rebuilding.
04
What IPO-readiness really demands
Where the bar sits for records, reconciliation and audit trail, and how far you are from it.
Need more than 30 minutes? We have your back. Book a paid working session and we'll go through the whole cap table with you.
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