auto_storiesInsights & ResearchverifiedExpert Authors

The Valuation Ledger

Technical insights, methodology deep dives, and audit preparation guides from our team of industry-leading valuation experts.

Showing 1–3 of 3 posts

Isometric illustration of stacked geometric platforms in teal, mustard, and orange representing layered SAFE and convertible note instruments converting into a cap table structure

Cap Table

Modeling SAFEs and Convertible Notes in Your Cap Table

SAFEs and convertible notes are the most common source of cap table errors at seed stage. Here is how to model both instruments correctly before your first priced round closes.

May 25, 2026 · 10 min read

arrow_forward

Layered brass rings of increasing size arranged on cream paper beside a fountain pen, representing the growing complexity of a company cap table from founders through Series C

IndustryProduct

From Founders' Shares to Series C: Cap Table Setup in Zimbs Valetex

A step-by-step walkthrough of how CPA firms and founders configure share classes, option plans, and preferred stock terms inside Zimbs Valetex, from day-one equity through a late-stage funding round.

Apr 29, 2026 · 11 min read

arrow_forward

Cap Table

Understanding Cap Table Management: Why It Matters for Growing Companies

Cap tables are the foundation of ownership, valuation, and investor trust. Learn why accurate cap table management is critical and how modern platforms simplify the process.

Feb 5, 2026 · 7 min read

arrow_forward