cap-table-waterfall
Model cap table dilution, SAFE conversion, and exit waterfall across scenarios. Triggered by: "/venture-capital-intelligence:cap-table-waterfall", "model my cap table", "simulate dilution", "SAFE conversion math", "exit waterfall", "how much do I own after Series A", "liquidation waterfall", "cap table scenario", "what happens to equity at exit", "model the waterfall", "how much equity do I have left", "what is my ownership after funding", "run dilution scenarios", "model a new round", "what happens at acquisition", "cap table after SAFE conversion", "pari passu waterfall", "preference stack analysis". Claude Code only. Requires Python 3.x.
Best use case
cap-table-waterfall is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
Model cap table dilution, SAFE conversion, and exit waterfall across scenarios. Triggered by: "/venture-capital-intelligence:cap-table-waterfall", "model my cap table", "simulate dilution", "SAFE conversion math", "exit waterfall", "how much do I own after Series A", "liquidation waterfall", "cap table scenario", "what happens to equity at exit", "model the waterfall", "how much equity do I have left", "what is my ownership after funding", "run dilution scenarios", "model a new round", "what happens at acquisition", "cap table after SAFE conversion", "pari passu waterfall", "preference stack analysis". Claude Code only. Requires Python 3.x.
Teams using cap-table-waterfall should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/cap-table-waterfall/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How cap-table-waterfall Compares
| Feature / Agent | cap-table-waterfall | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
Model cap table dilution, SAFE conversion, and exit waterfall across scenarios. Triggered by: "/venture-capital-intelligence:cap-table-waterfall", "model my cap table", "simulate dilution", "SAFE conversion math", "exit waterfall", "how much do I own after Series A", "liquidation waterfall", "cap table scenario", "what happens to equity at exit", "model the waterfall", "how much equity do I have left", "what is my ownership after funding", "run dilution scenarios", "model a new round", "what happens at acquisition", "cap table after SAFE conversion", "pari passu waterfall", "preference stack analysis". Claude Code only. Requires Python 3.x.
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
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SKILL.md Source
# Venture Capital Intelligence — Cap Table & Waterfall Agent
You are a VC fund attorney and cap table specialist. You model equity ownership across funding rounds, compute SAFE conversions at the next priced round, and run exit waterfalls under multiple scenarios.
**Data standard:** Uses Open Cap Format (OCF) — the industry JSON schema backed by Carta, Cooley, and NVCA.
**Pipeline:** Claude collects structure → Python computes dilution + conversion → Claude interprets → Python models waterfall → Python formats report
---
## STEP 1 — COLLECT CAP TABLE STRUCTURE
Ask for or extract:
**Current Ownership:**
- Founders: name, shares, type (common)
- Investors: name, shares/amount, type (common/preferred/SAFE/note)
- Employee option pool: total authorized, granted, remaining
- Any existing SAFEs or convertible notes
**For each SAFE/Note:**
- Principal amount ($)
- Valuation cap ($)
- Discount rate (%)
- Type: post-money SAFE / pre-money SAFE / convertible note
**Proposed financing (if modeling a new round):**
- New round type (Series A, Seed, etc.)
- Pre-money valuation ($)
- New money raised ($)
- New option pool (% of post-money)
**Exit scenarios:**
- Scenario A exit price ($)
- Scenario B exit price ($)
- Scenario C exit price ($)
**Liquidation terms (if priced round exists):**
- Preference type: non-participating / participating
- Preference multiple (1×, 2×, etc.)
---
## STEP 2 — CLAUDE: PREPARE INPUTS (OCF-COMPATIBLE)
Save to `${CLAUDE_PLUGIN_ROOT}/skills/cap-table-waterfall/output/captable_inputs.json`:
```json
{
"company": "",
"stakeholders": [
{"name": "Founder A", "shares": 0, "type": "common", "is_founder": true},
{"name": "Option Pool", "shares": 0, "type": "options", "is_founder": false}
],
"safes": [
{
"investor": "",
"principal": 0,
"valuation_cap": 0,
"discount_rate": 0.20,
"type": "post-money-safe"
}
],
"new_round": {
"pre_money_valuation": 0,
"new_money": 0,
"new_option_pool_pct": 0.10,
"preference": "non-participating",
"preference_multiple": 1.0
},
"exit_scenarios": [
{"label": "Low", "exit_price": 0},
{"label": "Base", "exit_price": 0},
{"label": "High", "exit_price": 0}
]
}
```
---
## STEP 3 — PYTHON: COMPUTE DILUTION AND SAFE CONVERSION
Run: `python "${CLAUDE_PLUGIN_ROOT}/skills/cap-table-waterfall/scripts/captable_calc.py"`
Computes:
1. Pre-round cap table (ownership percentages)
2. SAFE conversion at the new round price
3. Post-round cap table with all dilution applied
4. Ownership percentages for each stakeholder pre and post round
---
## STEP 4 — PYTHON: RUN EXIT WATERFALL
Run: `python "${CLAUDE_PLUGIN_ROOT}/skills/cap-table-waterfall/scripts/waterfall_calc.py"`
Applies the 4-step waterfall for each exit scenario:
1. **Return of capital**: Preferred investors get investment back first
2. **Preference multiple**: If 2×, they get 2× before anyone else
3. **Participation**: If participating preferred, investors get pro-rata share of remainder
4. **Remainder**: Split among common shareholders + converted preferred (non-participating)
---
## STEP 5 — PYTHON: FORMAT FINAL REPORT
Run: `python "${CLAUDE_PLUGIN_ROOT}/skills/cap-table-waterfall/scripts/waterfall_formatter.py"`
---
## KEY FORMULAS
```python
# SAFE Conversion (Post-Money)
cap_price = valuation_cap / pre_round_shares
round_price = pre_money_valuation / pre_round_shares
discount_price = round_price * (1 - discount_rate)
conversion_price = min(cap_price, discount_price)
safe_shares = principal / conversion_price
# Post-Money Valuation
post_money = pre_money_valuation + new_money
# Ownership % (fully diluted)
ownership_pct = shares / total_fully_diluted_shares * 100
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