Cap Table Management Checklist

A messy cap table doesn't just slow diligence, it risks 83(b) filing deadlines, stale 409A valuations, and wrong ownership records that kill investor trust. This one-page checklist covers setup, recordkeeping, compliance, governance, and exit readiness across six actionable areas.

What you get:

• A six-area checklist covering foundational setup, centralized recordkeeping, US regulatory compliance (83(b), ASC 718, 409A, Rule 701, QSBS), and governance so nothing slips through the cracks

• Specific triggers and deadlines, 83(b) within 30 days, 409A refresh every 12 months, Delaware franchise tax by March 1, so you know what's due and when

• Governance and access best practices so founders, finance, legal, and investors each see the right slice of data without chaos and one reconciled ownership % everyone agrees on

• A pre-close checklist for fundraising and M&A, waterfall modeling, fully diluted share count, holder reconciliation to the penny, so diligence and closing move fast