Cap Table Assistant Skill: Build, Update, and Understand Your Company’s Ownership Structure

The new Cap Table Assistant Skill helps you build, update, and analyze capitalization tables directly in Lizzy - using transaction documents or a simple written description.

Build a New Cap Table from the Documents or Information You Already Have

With the Cap Table Assistant Skill, you can start from scratch. Upload the company’s relevant documents - such as share purchase agreements, SAFEs, warrants, board consents, option grants, company extracts or even emails - and Lizzy helps turn them into a structured cap table.

You can also describe the relevant information in plain language. Share who the shareholders are, how many shares were issued, the terms of a financing round, or outstanding options, and Lizzy can help organize the information into a clear ownership model.

Update an Existing Cap Table Without Starting Over

The Cap Table Assistant Skill also lets you work from the cap table you already have. Upload the existing spreadsheet alongside the new transaction documents, or simply describe the changes that need to be made, and Lizzy helps update the table while preserving the structure and logic of the existing data.

From Transaction Documents to Practical Analysis - in One Chat

Instead of moving between legal agreements, Excel files, and internal correspondence, and calculating the Excel formulas manually, you can bring the work into Lizzy. The relevant documents and transaction details become one starting point for creating a cap table, updating it, or evaluating a transaction scenario. This makes cap table management faster, easier, more transparent, and more closely connected to the legal documents behind it.

The Bottom Line

The Cap Table Assistant Skill brings cap table work into Lizzy. Build a new cap table from scratch, update an existing ownership model, and use transaction documents or a written description to move from deal terms to a clearer view of company ownership - all in one workflow.