Cap Table Waterfall

What it does

When your agent uses it

• Tasks that involve Financial modeling
• Tasks that involve Fundraising and pitch decks

Example prompts

• “/venture-capital-intelligence:cap-table-waterfall”
• “model my cap table”
• “simulate dilution”
• “/cap-table-waterfall”

Requirements

• Python 3

Workflow steps

5 steps, taken from the step headings in SKILL.md.

1. 1COLLECT CAP TABLE STRUCTURE
2. 2CLAUDE: PREPARE INPUTS (OCF-COMPATIBLE)
3. 3PYTHON: COMPUTE DILUTION AND SAFE CONVERSION
4. 4PYTHON: RUN EXIT WATERFALL
5. 5PYTHON: FORMAT FINAL REPORT

What it can do on your machine

Read from SKILL.md and the folder at commit 10bfc43. It shows what the files ask for, not the result of running them.

• Tool permissions

  Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

  From allowed-tools in the SKILL.md frontmatter.

• Runs code

  Ships 3 files in scripts/ (Python), which the agent can run.

  Shell commands in SKILL.md call:

  • python

  From the folder's file list and the shell code blocks in SKILL.md.

• Network

  No URLs in SKILL.md.

  From URLs in SKILL.md, links to its own repository left out.

• Credentials

  Names no API keys, tokens, secrets or passwords.

  From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Cap Table Waterfall loads about 1.1k tokens when it runs. Until then it costs about 167 tokens; SKILL.md has 298 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it

~167

When it runs · the whole SKILL.md, loaded when a task matches

~1.1k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); the scripts in this folder are not scanned.

SKILL.md

The full file from davepoon/buildwithclaude at commit 10bfc43, republished under its MIT licence (© davepoon). 298 words, ~1,131 tokens.

name

cap-table-waterfall

description

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.

category

business-finance

platform

claude-code

requires

python3

{
  "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}
  ]
}

# 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

© davepoon, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 3 other files (scripts) in plugins/venture-capital-intelligence/skills/cap-table-waterfall of davepoon/buildwithclaude.

• SKILL.md
• scripts/captable_calc.py
• scripts/waterfall_calc.py
• scripts/waterfall_formatter.py

Open the folder on GitHubat commit 10bfc43