Sistava

Equity Planning

AI Finance Team

Cap tables, dilution scenarios, and option-pool design that hold up to lawyers

Your AI equity team maintains your cap table, models every dilution event, and designs option pools that scale through hiring milestones.,Every round, every secondary, every option grant flows through the same model — no more cap-table-in-a-spreadsheet drift.,Pre-money, post-money, fully diluted, as-converted — every view available on demand. 409A inputs, exit waterfall, and refresh modeling baked in.

Benefits

How It Works

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At a Glance

Live
Cap table reflects every grant in real time
6+
Scenarios modeled per fundraise
100%
Math reconciled to counsel-prepared docs
Minutes
From scenario to shareable model

No More Spreadsheet Drift

FAQ

Does it replace Carta or Pulley?

No — it works with them. Pull from their data, model on top, push approved changes back.

Can it handle SAFEs and convertibles?

Yes — pre-money and post-money SAFEs, capped/uncapped convertibles, MFN clauses, and discount rates all modeled.

How does it handle 409A?

It feeds the inputs a 409A appraiser needs and reads the output back into the cap table for grant pricing.

Is the output counsel-ready?

Yes. Your equity team produces the same artifacts your law firm asks for: cap table CSV, waterfall PDF, side letter summary.