Financial · Step 5 of 5
Keep your cap table clean from the first share.
A cap table is a legal record, not a spreadsheet. Set it up from your co-founder and advisor terms, then see what every new grant does before you sign it.
Saves time
“Use my data” fills founders and advisors straight from your Foundation agreements, vesting included.
Saves money
Catching an over-allocated or badly vested cap table now costs nothing. Catching it during a raise costs time with lawyers.
Solid footing
A share ledger with an audit log and vesting progress, and an alert if your percentages add up to more than 100%.
The 2 activities in this step
Each one hands its answer to the next, so you never start from a blank page.
Activity 1
Cap Table
Who owns what, and when it vests.
The usual way
A spreadsheet that drifts from the signed agreements.
With ViableBrand
Pulls co-founder equity and vesting from your Co-founder Agreement and advisor grants from your Advisor Agreement. A step-by-step wizard adds anyone else, and Projection Mode shows the dilution from a new grant.
You walk away with: A share ledger, an ownership chart, vesting progress and an audit trail.
Activity 2
Scenario Sandbox
Stress-test a grant before you make it.
The usual way
Promising equity in a conversation and doing the math afterwards.
With ViableBrand
Starts from your saved cap table. Add proposed grants with cliffs and vesting, see ownership before and after, and get a written rationale with concerns to raise.
You walk away with: Saved before-and-after scenarios you can bring to a co-founder or counsel.
What comes in
Equity and vesting from your Co-founder Agreement, advisor grants from your Advisor Agreement.
What goes forward
Your cap table drives the dilution view in the Term Sheet when you start raising.
ViableBrand helps you organise and model ownership. It is not legal advice; have counsel review grants and agreements before you sign.
Start your cap table clean.
Your first Blue Ocean report is free, with no card needed. Every step of the journey, including this one, lives in the Founders Hub.
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