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Cap Table Concierge: Founder-Guided Cap Table Setup & Annual Maintenance Service

A specialized service where a fractional cap table expert (either a junior accountant/paralegal or trained operator) conducts a 90-minute structured intake call with the founder, asks founder-specific scenario questions (co-founder splits, advisor equity, SAFE notes, option pools), then delivers a complete, legally-sound cap table setup document (PDF + spreadsheet) plus annual reconciliation/update service. The founder gets a human who understands their specific situation, not a generic template.

SERVICE

15 weeks • 70% confidence

Value Proposition

Eliminates the anxiety of 'am I doing this right?' by providing a real human expert review tailored to their exact cap table scenario. Costs 80% less than a lawyer ($300-500 vs $2-5K), faster turnaround (1 week vs 3-4 weeks), and includes annual updates so the cap table stays accurate as the company evolves. Founder gets a defensible document they can show to future investors or lawyers without shame.

Target Audience

Solo bootstrapped founders (pre-seed, pre-Series A) who have taken on co-founders, advisors, or SAFEs and want certainty they're structured correctly without $2-5K lawyer bills

Key Features

Structured intake questionnaire covering co-founder equity splits, advisor/employee grants, SAFE/convertible note terms, and vesting schedules
Expert-reviewed cap table document (Excel + PDF summary) delivered within 7 days
Annual reconciliation service (included in Year 1, $150/year after) to track new hires, option exercises, or investor rounds
And more, with full implementation detail...

Tech Stack

Excel (for cap table template and calculations) Airtable or Notion (to manage customer records and intake forms) Carrd or Webflow (for landing page) Calendly (to schedule intake calls)

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Original Problem

Single founder bootstrapped startups struggle to properly structure and manage their cap table without expensive legal/accounting help

Solo founders building bootstrapped startups lack clear guidance on how to create and maintain an accurate capitalization table, leading to confusion about equity ownership, future fundraising complications, and potential legal issues. Existing solutions are either too expensive (hiring lawyers/accountants) or too generic (spreadsheet templates that don't address founder-specific scenarios). This creates anxiety about whether they're setting up their company correctly from day one.

Score: 57.4% • 1 demand signal

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