Extract Cap Table Checker Data in Seconds — Automatically
Finance teams spend 4+ hours weekly on manual document processing. That's $15,000/year in labor costs for a 10-person team — plus errors that cost $62 each to fix.
Common Pain Points
- Manual data entry errors cost $62 per error to fix
- Delayed processing strains vendor relationships
- Compliance violations from missed fields
- Audit trails incomplete without structured data
What This Template Does
AI-powered extraction using gemini-2.5-flash. Part of 113 production-ready templates.
Capabilities
- Financial Analysis
- Reporting
- Document Processing
- Cap Table Checker
- Financial
Output Schema
{
"$schema": "http://json-schema.org/draft-07/schema#",
"title": "Cap Table Checker",
"description": "Cap Table Checker: Validate cap table CSV and flag rounding / option pool issues.",
"type": "object",
"properties": {
"document_type": {
"type": "string",
"description": "Document type"
},
"as_of_date": {
"type": "string",
"format": "date",
"description": "As of date"
},
"company_name": {
"type": "string",
"description": "Co
...Quick Start
See It In Action
Real extraction example showing input document and structured output.
TECHSTART INC.
CAPITALIZATION TABLE
As of December 31, 2024
AUTHORIZED SHARES: 15,000,000
================================================================================
SHARE CLASS SUMMARY
================================================================================
Shares % Outstanding % Fully Diluted
Common Stock 6,000,000 75.00% 60.00%
Series A Preferred 2,000,000 25.00% 20.00%
{
"document_type": "cap_table",
"as_of_date": "2024-12-31",
"company_name": "TechStart Inc.",
"authorized_shares": "15,000,000",
"total_shares": "8,000,000",
"fully_diluted_shares": "10,000,000",
"common_shares": "6,000,000",
"common_percentage": "75.00%",
"common_percentage_fully_diluted": "60.00%",
"preferred_shares": "2,000,000",
"preferred_percentage": "25.00%",
"preferred_percentage_fully_diluted": "20.00%",
"option_pool": "2,000,000",
"option_pool_percentage": "20.00%",
"options_granted": "1,200,000",
"options_available": "800,000",
"founders": [
"Sarah Chen (Founder/CEO) - 2,400,000 shares (24.00% FD)",
"Michael Park (Founder/CTO) - 2,400,000 shares (24.00% FD)"
],
"investors": [
"Venture Capital Fund I - 1,200,000 Series A (12.00% FD)",
"Angel Investor Group - 800,000 Series A (8.00% FD)"
],
"employees": [
"Early Employees Pool - 1,200,000 shares (12.00% FD)"
],
"validation_status": "PASS",
"validation_issues": []
}Startup capitalization table showing common stock and Series A preferred shares with founder and employee shareholdings. Demonstrates extraction of share classes, ownership percentages, and fully diluted analysis.
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Frequently Asked Questions
What documents can Cap Table Checker process?
The Cap Table Checker template processes finance documents including various formats and layouts. See the instructions for specific document types supported.
How accurate is the Cap Table Checker extraction?
The Cap Table Checker template uses Gemini 2.5 Flash for high-accuracy extraction. Results include confidence scores for each field.
Can I customize the Cap Table Checker template?
Yes, you can modify the extraction schema, add custom fields, or adjust the instructions to match your specific requirements.
Start Extracting Data Today
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