Note: Works best on desktop. Source: Tactyc by Carta
To use the complete tool and to start using Tactyc, please visit https://tactyc.app.carta.com/resources/cap-table
Legal Disclaimer
The information, cap table schedules, share ownership calculations, and dilution projections generated by the Cap Table Modeling & Equity Ownership Dilution Tool are for general educational, informational, and preliminary equity capitalization planning purposes only. The content and tool logic reflect the personal opinions, professional experience, and analytical frameworks of the author and Allied Venture Partners based on early-stage equity capital structures, pre-money and post-money SAFE conversions (including Y Combinator post-money SAFE mechanics), convertible note interest and cap conversions, option pool unallocated reserves and pre-money vs. post-money pool shuffle adjustments, pro-rata rights participation, liquidation preference waterfall modeling (1x non-participating vs. participating preferred stock), and dual-class share structures in North America, and do not constitute formal legal, corporate governance, financial, accounting, tax, or investment advisory advice. Accessing or utilizing this interactive tool does not establish an attorney-client, corporate representation, investment advisory, fiduciary, or agency relationship between Allied Venture Partners (or its authors/affiliates) and the user.
Calculations, mathematical models, share issue figures, and ownership percentages generated by this tool—including fully diluted share counts, post-financing founder ownership percentages, option pool expansion percentages, SAFE/note conversion price breakdowns, and exit waterfall distributions—are provided strictly for general illustrative, mathematical modeling, and scenario planning purposes. Inputting capitalization data, modeling upcoming financing rounds, or presenting generated cap tables to prospective investors, existing shareholders, board members, or tax authorities based on this tool does not guarantee investor term sheet execution, binding equity allocations, accurate shareholder ledger status, tax-compliant share issuances, or legal ownership entitlement.
Federal, state, and provincial corporate securities laws (governing Delaware General Corporation Law / DGCL, provincial business corporations acts, SEC Regulation D private placement filings, IRS Section 83(b) elections, Section 409A stock option pricing regulations, and Canadian provincial securities commission rules) vary significantly across jurisdictions and are subject to strict statutory enforcement. Reference to specific capitalization formulas, SAFE conversion mechanics, equity terms, or Allied Venture Partners network advisory resources (such as the Allied syndicate network, Advisory Partner program, Investor Readiness Quiz, or Funding Accelerator) does not constitute a formal endorsement, legal guarantee, official corporate stock ledger record, or professional recommendation by Allied Venture Partners.
Startup founders, Chief Executive Officers (CEOs), Chief Financial Officers (CFOs), corporate directors, venture scouts, prospective angel investors, and early-stage advisors should not rely on this tool as a substitute for custom professional legal counsel, corporate securities compliance attorneys, legal cap table management specialists, or CPA tax advice. Before issuing company stock, approving stock option plans, executing convertible notes or SAFEs, finalizing financing term sheets, or distributing proceeds from a liquidity event, users are strongly advised to perform their own independent due diligence and consult with qualified corporate securities lawyers, venture capital legal counsel, and certified public accountants (CPAs).
Allied Venture Partners and the author expressly disclaim all liability for any direct, indirect, consequential, or pecuniary loss, computational inaccuracies, miscalculated ownership dilution, unexpected option pool tax penalties, broken conversion caps, shareholder disputes, cap table ledger errors, or legal actions resulting from the use of, or reliance upon, the information, calculations, schedules, or equity modeling strategies generated by this tool.
