What it looks like
capfolder · add_grant · preview
Preview, nothing is recorded yet. 40,000 options to Steve Wozniak from the 2026 Plan, strike $0.42 (latest 409A), vesting monthly over 4 years with a 1-year cliff.
| Holder | Shares | Fully diluted |
|---|---|---|
| Tim Apple | 4,000,000 | 50.0% |
| Steve Jobs | 3,000,000 | 37.5% |
| Steve Wozniak · options | 40,000 | 0.5% |
| Option pool · available | 960,000 | 12.0% |
Shall I record it?
✓ Recorded. The grant is in your folder and the cap table is updated. Next: attach the signed grant notice when you have it.
What your AI can do today
- Read everything. The cap table as of any date, each person's vesting, what's missing before diligence, and the text of any filed document.
- Set up the company. Founders and their vesting, the option pool, SAFEs from the YC template, a 409A. Each one previewed, then recorded on your yes.
- Not incorporated yet? Record the shares you promise each cofounder. When you incorporate, one step turns them into real shares.
- File documents. Point it at a signed PDF; it says what the document proves and files it against the right line.
- Share the folder with the app. The desktop app and your AI write the same folder, and a lock keeps them from overwriting each other.
- Play with the numbers. "Two cofounders, $500K at a $2M cap, the usual rounds, a $200M exit: what do I take home?" One table per step, the math behind each number, and the source of every default. Nothing is saved.
Coming next: sending and chasing signatures from chat, and investors and employees reading their own holdings from their own AI. Roadmap.
Add Capfolder to your AI
Pick yours. Then say "Set up my cap table". Needs Node 22 or newer, which Claude Code, Codex and Gemini CLI already use.
Claude Code
/plugin marketplace add MKBSP/capfolder/plugin install capfolder@capfolderClaude Desktop
Download
capfolder.mcpbfrom GitHub releases and double-click it. Claude asks once to add Capfolder.Codex
codex mcp add capfolder -- npx -y capfolder mcpGemini CLI
gemini extensions install https://github.com/MKBSP/capfolderOne command for whichever you have
npx capfolder installFinds Claude Code, Codex and Gemini CLI on your computer and sets each one up. The same setup is in the app under Settings → AI → Connect your AI.
ChatGPT Coming
The connection for ChatGPT and claude.ai in the browser is being built.
Rules your AI can't break
- Preview, then yes. A change is written only after you confirm the exact preview you were shown. A preview expires in 10 minutes, and it is refused if the folder changed in between.
- The engine does the math. Your AI never adds up shares itself; it reads every number from Capfolder.
- Open Cap Table Format. Every record is checked against the OCF schema before it is written, and every write is logged in
events.jsonl. - Documents are data. Text inside a PDF can't trigger anything. If a document contains instructions, your AI tells you instead of following them.
- No legal advice. Ask "should I", and it points you to your lawyer and shows what the cap table says.
AI inside the app, too
The desktop app has Ask AI built in: questions about the cap table and drafts that open the right form prefilled. It runs on a free local model with Ollama or LM Studio, or your own Claude, OpenAI or Gemini key. Set up local AI →
Questions people ask
Which AI can I use?
Claude Code, Claude Desktop, Codex and Gemini CLI today. ChatGPT is coming. Inside the desktop app, Ask AI works with Ollama, LM Studio or your own Claude, OpenAI or Gemini key.
Can the AI mess up my cap table?
No. Every change comes back as a preview first: the exact records and the cap table after. Nothing is saved until you say yes, and every saved change is checked against the Open Cap Table Format and logged.
Does my data go to an AI company?
Only what your AI reads to answer you, and only if you use a cloud AI. The folder stays on your computer. Use a local model and nothing leaves it.
Is this legal advice?
No. Capfolder records what you and your lawyer decided and fills in YC's standard SAFE word for word. Have a lawyer review your documents.
Checked against Capfolder 0.1.5 on November 6, 2026. Capfolder isn't legal advice: check your documents with a lawyer. Something wrong? Tell us on GitHub.