Cap table management

Cap table management automation templates

13 ready-made workflows for Cap table management. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Carta, Slack and Gmail.

Cap table management
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Carta Stripe Automated Exercise Payment Reconciliation
Every morning, WebRun matches incoming Stripe payments for option exercises against the corresponding Carta records, flags unmatched items, and posts a reconciliation digest to your finance Slack channel so discrepancies are caught the same day.
CartaStripeSlack
Carta Automated Option Grant Approval Routing
When a new option grant is ready in Carta, WebRun identifies the required approver, drafts a DocuSign approval request, and notifies the signatory in Slack so no grant sits pending for weeks.
CartaDocuSignSlack
Carta Automated New Investor Onboarding
When a new investor is added to your cap table in Carta, WebRun creates a Google Calendar kickoff meeting, sends them a DocuSign welcome packet for signature, and posts an onboarding checklist to Slack for your team.
CartaDocuSignGoogle Calendar+1
Carta Automated Option Exercise Window Reminders
When an employee leaves, WebRun finds their unexercised options in Carta, calculates the exercise deadline, drafts a reminder email for your review, and logs the expiry in a tracking sheet.
CartaGmailGoogle Sheets
Carta Automated Cap Table Anomaly Detection
Every night, WebRun audits your Carta cap table for anomalies like duplicate stakeholders, missing vesting schedules, grants without board consent records, or ownership percentages that do not sum correctly, and posts a flagged report to your legal Slack channel.
CartaSlackGoogle Sheets
Carta Automated Unsigned Equity Agreement Chaser
WebRun checks Carta for unsigned option or stock agreements, identifies which employees have not signed, and sends Slack reminders plus drafts a Twilio SMS for your approval so every agreement gets returned quickly.
CartaSlackTwilio
Carta Automated Equity Delinquency Risk Worklist
Every week, WebRun checks Carta for holders with overdue early-exercise payments or outstanding promissory note balances, scores each by risk level, and posts a prioritised worklist to your finance Slack channel.
CartaSlackQuickBooks
Carta Automated Equity Data Entry From Email
When equity action emails arrive in Gmail (term sheets, grant notices, conversion confirmations), WebRun reads the key details and drafts a structured Carta data-entry task so your equity manager can post entries in minutes instead of hours.
GmailCartaGoogle Sheets
Carta Automated Equity Compliance Deadline Tracking
WebRun scans your Carta equity plan for upcoming compliance deadlines (option expiries, ROFR windows, information rights milestones) and posts a weekly digest to your legal Slack channel so nothing slips through.
CartaSlackQuickBooks
Carta Automated Board Consent Chaser
WebRun checks Carta for equity actions that require but lack a signed board consent, identifies the outstanding signatories, and sends Slack reminders until every consent is collected.
CartaSlackTelegram
Carta Automated Equity Plan Amendment Approval Routing
When a proposed equity plan amendment is prepared in Carta, WebRun identifies the required reviewers, drafts approval request emails, and sends a Slack coordination message to the legal lead so the amendment cycle completes on time.
CartaGmailSlack
Carta Automated 83(b) Election Deadline Tracking
When a new restricted stock grant is issued in Carta, WebRun calculates the 30-day 83(b) election deadline, creates a Google Calendar event, and drafts an alert email for your legal team to review and forward to the new stockholder.
CartaGoogle CalendarGmail
Carta Automated 409A Valuation Renewal Tracking
WebRun tracks your 409A expiry date in Carta, alerts your team in Slack when renewal is due, and drafts a request to your valuation provider so you never issue options on a stale valuation.
CartaSlackGoogle Calendar

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