AI Cap Table Summary Explainer

WHAT IT DOES

AI Cap Table Summary Explainer helps founders, investors, and team members understand capitalization tables in plain, non-technical language. Provide cap table data (shareholders, ownership percentages, share classes), company name, and financing history — the agent returns a clear explanation with company overview, ownership breakdown by shareholder and share class, dilution context from previous financing rounds, and key takeaways for founders. Designed for startup founders, finance teams, and board members, this tool makes complex cap table data accessible to everyone.

HOW TO USE

Open the AI Cap Table Summary Explainer in BotSurf. Paste your BotSurf key once — it is stored locally and used only for authentication. In the input panel, describe your cap table: company name, each shareholder with their ownership percentage, share classes (common, preferred, options, warrants, etc.), and any financing history (rounds, amounts, investors). Press the "Explain cap table" button. Within seconds, receive a plain-language explanation ready to share with your team, board, or potential investors.

WHAT IT SENDS

When you press "Explain cap table," the agent sends exactly the plain text you typed into the input box — nothing more. No metadata, no location information, no session identifiers beyond your authenticated key, no context from other apps or browser tabs. Usage logs record only the timestamp and a run count for billing purposes; they do not store, inspect, or retain any of your cap table data or generated explanations. No information is sent unless you explicitly press the button.

SUBSCRIPTION

$19.99 per month, with a 7-day free trial. Each subscription includes 100 generation runs per month. Unused runs do not roll over. You may cancel anytime from your BotSurf account settings. After cancellation, access continues until the end of the current billing period.

THE PANEL

The agent interface is a compact panel that opens inside BotSurf. It can be dragged anywhere on screen, snapped to the left or right edge, collapsed to a minimal bar, or dismissed entirely with the Escape key. Your input and settings persist within the panel until you clear them.

PLEASE NOTE

AI-generated cap table explanations are informational aids, not financial advice, investment recommendations, or legal opinions. The agent may produce content that is incomplete, inaccurate, or not aligned with your specific cap table structure and legal agreements. Always review, edit, and verify the explanation against your actual cap table documents. This tool is not a substitute for professional financial analysis, legal review, or expert guidance from qualified professionals.