Workflow
Pro Forma Cap Table
Overview
CaseMark's Pro Forma Cap Table skill automatically drafts detailed capitalization tables that model ownership before and after financing events or corporate transactions. It calculates dilution, conversion mechanics, option pool impacts, and ownership on both as-converted and fully-diluted bases, delivering board-ready output in minutes.
Building pro forma capitalization tables manually requires painstaking spreadsheet work across multiple share classes, conversion instruments, and option pools. A single formula error can misstate ownership percentages, derail investor negotiations, or create legal liability — yet attorneys and finance teams routinely spend hours assembling these models under tight deal timelines.
CaseMark's AI ingests your corporate documents, current share register, and transaction terms to automatically generate a comprehensive pro forma cap table. It handles the complex math — conversion mechanics, anti-dilution adjustments, option pool shuffles, and waterfall analysis — so your team can focus on strategy and negotiation rather than spreadsheet debugging.