Carta

Cap Table Context for Non-Dilutive Financing

Carta is the equity management platform used by thousands of startups and investors. Your Carta data shows your ownership structure, funding history, and investor composition. Founderpath connects to Carta to understand your equity position and provide non-dilutive financing that preserves it.

Why Cap Table Data Matters

Understanding your equity situation helps us structure financing that makes sense for your company.

Non-Dilution Verification

Founderpath financing is non-dilutive. Connecting Carta confirms your ownership structure stays intact after financing.

Investor Context

Your investor composition may include terms we should understand. Carta data provides context for appropriate financing structures.

Funding History Awareness

Previous funding rounds provide context for your growth stage and capital efficiency. This informs but does not determine funding.

What Carta Integration Reveals

When you connect Carta, we extract cap table context:

Ownership Structure

• Founder and employee ownership percentages
• Investor ownership breakdown
• Option pool size and utilization
• Fully diluted ownership view

Funding History

• Previous funding rounds and amounts
• Valuation history
• Round types (seed, Series A, etc.)
• Timing of capital raises

Investor Composition

• Types of investors (angels, VCs, strategics)
• Investor concentration
• Lead investor information
• Pro-rata and participation rights context

Privacy and Data Access

What We Access:

• Summary ownership percentages
• Round history (dates, amounts)
• Investor type breakdown
• Option pool metrics

What We Do Not Access:

• Individual shareholder names or contact information
• Personal financial details of shareholders
• Detailed vesting schedules
• Individual grant information

We analyze cap table context, not individual shareholder data.

How Carta Integration Works

Step 1: Authorize Carta Connection

Click "Connect Carta" in your Founderpath dashboard. You will authenticate through Carta and authorize read-only access to company-level cap table data.

Step 2: Cap Table Summary Import

We pull summary ownership data: percentages, round history, investor types. Most connections complete within minutes.

Step 3: Review Combined Context

See how cap table context complements your revenue and financial metrics. Ownership data helps with appropriate financing structure.

Non-Dilutive Financing and Your Cap Table

Founderpath financing is structured debt, not equity. Here is how it interacts with your cap table:

Before Founderpath: Your cap table shows current ownership distribution among founders, employees, and investors.

After Founderpath: Your cap table is unchanged. No new shares are issued. No ownership percentages change.

Why This Matters:

• Founders keep their ownership percentage
• Employees keep their equity value
• Existing investors are not diluted
• Option pool is unaffected

Who Benefits from Carta Integration

Venture-Backed Startups

If you have institutional investors, Carta data shows your investor context. This helps us structure financing appropriately.

Companies with Complex Cap Tables

Multiple funding rounds, SAFEs converting, option pools, and investor types create complexity. Carta helps us understand it.

Founders Preserving Ownership

If equity preservation is important, connecting Carta demonstrates your current ownership. Our financing keeps it intact.

Companies Preparing for Future Raises

Non-dilutive financing between equity rounds preserves your cap table for future investors.

Carta + Revenue Data = Complete Context

Cap table data is most valuable alongside financial data:

Carta + Stripe:

• Ownership context from Carta
• Revenue and growth from Stripe
• Capital efficiency visible

Carta + Accounting:

• Cap table from Carta
• Financial statements from QuickBooks
• Complete company picture

Why Non-Dilutive Over More Equity?

Preserve Ownership

Every equity round dilutes founders and early employees. Non-dilutive financing does not.

Maintain Control

Debt financing does not come with board seats or voting rights. You keep full control.

Flexible Timing

Raise non-dilutive capital when you need it, not when valuations are favorable. Extend runway on your terms.

Complement Equity

Non-dilutive financing can extend runway between equity rounds, allowing you to hit milestones that improve future valuations.