Manage — Dynamic Cards
Manage
The fattest phase of the lifecycle. Cards here cover cap-table maintenance, new grants, valuations, board and stockholder resolutions, annual reports, franchise tax, BOI updates, foreign qualifications, document drafting, signature collection, and the round-close packet for Series A and beyond.
409A — issued
Fresh 409A valuation issued. Refresh window resets to 12 months and the strike for new grants is locked.
Helix Labs · Q2 2026
409A — stale
Existing 409A valuation has gone stale. New grants blocked until refresh; outstanding grants exposed to safe-harbor risk.
Refresh required
Material event detected: closed Series A bridge note ($2.4M). Safe-harbor presumption no longer applies — new grants are paused.
Accredited investor questionnaire
Accredited investor questionnaire sent ahead of round close. Tracks responses and verifies Rule 506(b) status.
Helix Labs · 4 investors
Annual report — due
Delaware annual report with the directors, officers and address payload ready to confirm and submit.
Waypoint Inc. — DE
Audit committee resolution
Audit committee resolution approving the annual auditor engagement and Q1 financials.
Q1 2026 financials + auditor
Audit trail — recent events
Recent immutable audit entries for the entity. Each state transition produces one — formation, grant, filing, signature, dissolution.
Fledge AI · 30-day window
Authorization — tier-3 prompt
Tier-3 agent action awaiting human-in-the-loop approval. Shows the intended call, the rationale and the deny path.
Agent: cap-table-maintainer
This action requires a human principal because the agent's tier-2 scope does not include grant creation.
Board consent — signing roster
Unanimous written consent in progress. Each director's signature state is visible at a glance.
Approve EIP top-up
BOI update — due
FinCEN Beneficial Ownership Information update triggered by a change in beneficial owners. 30-day deadline.
FinCEN Form BOIR
Series A close added Brightvale Partners as a 25%+ beneficial owner. FinCEN requires an updated BOIR within 30 days.
Cap table — by class
Cap-table broken out by share class — common, preferred Series Seed / Series A, options issued, options reserved.
Waypoint Inc.
Cap table — diff
Diff between two cap-table snapshots — showing what changed after a grant or round close.
After Aaron Khan grant
Cap table — fully diluted
Fully diluted cap-table view including unissued option pool and outstanding convertibles.
Waypoint Inc.
Cap-table snapshot
Current ownership snapshot — common, preferred, option pool, fully-diluted total.
Waypoint Inc.
Compliance — alert
Single compliance alert — an obligation that's overdue or about to lapse, with the recommended remediation action.
DE Franchise Tax overdue
File now to avoid the entity moving to 'Not in good standing' with DE Secretary of State.
Compliance — dashboard
Top-of-funnel compliance dashboard. Counts open obligations across filings, BOI updates, qualifications.
Waypoint Inc.
Compliance — due this week
All compliance obligations due in the next 7 days for an entity or portfolio. Each item is one-tap actionable.
Waypoint Inc.
- DE Annual ReportDue 2026-05-15
- CA Statement of InformationDue 2026-05-17
- Board minutes — Q1Due 2026-05-18
Document — executed
A document moves to the executed state. All counter-signers are confirmed and the artifact is archived.
IP Assignment — Sarah Park
Document — redlined
Counterparty returned a redlined document. Open issues are visible inline with a one-click accept / reject path.
SPA · Brightvale Partners
Document — resend reminder
Outstanding signature beyond SLA. Shows last reminder, signer fatigue score, and the next nudge cadence.
83(b) election — Sarah Park
Document — version diff
Inline diff between two versions of a document, showing the structural changes between v2 and v3.
Bylaws · v2 → v3
EIN — issued
IRS EIN assignment confirmation, with the SS-4 receipt attached and downstream tax-profile activation.
Northbeam Labs Inc.
Entity overview
The single-glance entity card — jurisdiction, type, status, age, and direct paths into governance and equity.
Waypoint Inc.
Entity — suspended
Suspended entity alert. Surfaces the lapsed obligation that caused suspension and the cure path.
Orbital Systems LLC
Cause: 2024 CA franchise tax + Statement of Information past due. Banking and contract execution are blocked until cured.
- Pay outstanding franchise tax$1,612
- File Statement of Information (LLC-12)
- Request Certificate of Revivor
- Resume normal operations
Event stream — overview
Top-level summary of the event stream for an entity over the last 7 days. Useful for at-a-glance volume / type distribution.
Stellaris Optics
Filing status — DE franchise tax
Delaware annual franchise tax with the live progress of compute → generate → submit → archive.
Delaware Franchise Tax
- Compute tax owed$1,420
- Generate annual reportAR-DE-2026
- Submit to DE Secretary of State
- Archive receipt to Documents
Foreign qualification — filing
Texas foreign qualification filing with the Application for Registration of a Foreign For-Profit Corporation routed for submit.
Texas · Form 301
Foreign qualification — New York
NY foreign qualification mid-flight. Shows the certificate of good standing prerequisite and the publication requirement.
Tessera AI · New York
- Certificate of Good Standing — DEIssued
- Application for Authority — NY Dept. of StateFiled
- Newspaper publication (6 weeks)Week 2 of 6
- Certificate of Publication — file with NY
Franchise tax — due soon
Upcoming Delaware franchise tax with the amount owed, due date, and one-click submit path.
Helix Labs Inc. — DE
Franchise tax — authorized-shares method recalculated
Post-Adjust state showing recomputed Delaware franchise tax under the authorized-shares method, with switch-back and pay-and-file buttons.
Authorized-shares method
Comparison: assumed-par-value method yielded ~$450. Delaware permits paying whichever is lower; filing on the authorized-shares method means voluntarily paying ~$7,750 more.
Grant — amendment
Existing grant amended to extend the post-termination exercise window from 90 days to 10 years.
Extend PTEW · grt_park_005
Extension past 3 months loses ISO status under §422. Grantee acknowledgement required before board approval.
Grant — cancellation
Cancellation of an unexercised grant after the post-termination window expired. Returns shares to the pool.
Luis Rivera · grt_rivera_001
Grant — re-vested
Founder grant re-vested following a Series A investor request. Resets the cliff and extends the schedule by 12 months.
Aaron Khan · founder shares
Indemnification agreement — draft
Director indemnification agreement drafted under the new bylaws. Awaiting countersignature by the company.
Wei Chen · Director
Indemnification — executed
Indemnification agreement executed and tied to the appointment resolution and the D&O policy declarations page.
Sarah Park · Officer
Intent — amended
A previously-resolved entity intent receives an amendment. Shows the diff of what changed and the downstream filings it triggers.
Helix Labs · authorized shares
- Board consent — approve amendment
- Stockholder consent — majority of voting power
- File Certificate of Amendment with DE
- Restate cap table & 409A
Legal opinion — issued
Counsel-issued legal opinion accompanying the Series A close. Covers due authorization, valid issuance, and enforceability.
Helix Series A · Cooley LLP
LLC → C-Corp conversion
Statutory conversion from a Delaware LLC to a Delaware C-Corp ahead of an institutional round.
Meridian Robotics
- Member written consent
- Plan of Conversion drafted
- File Certificate of Conversion (DE)
- File Certificate of Incorporation (DE)
- Adopt bylaws & elect directors
- Issue founders' common in exchange for units
MFN cascade — amend SAFEs
Most-favored-nation cascade triggered by a new SAFE with better terms. Lists affected holders and the amendment package.
New $14M cap triggers MFN
MFN side letter
MFN side letter binding the company to extend better terms granted to later SAFEs back to this holder.
Riverbend Angels
Option grant — draft
Draft option grant awaiting board approval. Shows shares / strike / fair value, vesting, and the three canonical actions.
Aaron Khan — ISO
Equity plan — amendment draft
Amendment to the 2024 EIP. Changes are summarized with the before/after share counts and the stockholder-approval gate.
2024 EIP · v2
Stockholder approval required within 12 months under §422 to preserve ISO eligibility on new grants.
Plan — multi-step checklist
A multi-step plan rendered as a checklist with progress. Use when the assistant proposes a sequence of actions to the user.
File DE franchise tax
- Compute tax owed$1,420
- Generate annual reportAR-DE-2026
- Submit to DE Secretary of State
- Archive receipt
Option pool — top-up proposed
Proposed pool refresh sized to the next 18 months of hiring plan. Shows dilution impact and the new headroom.
Add 750,000 shares · 2024 EIP
Portfolio — overview
Single portfolio overview card. Shows the entity list, default agent token tier, and shared registered-agent assignment.
Greybox Studio
Portfolio — rollup
Cross-entity rollup for a venture studio's portfolio. Shows entity count, total raised, and compliance status across the cohort.
Greybox Studio
Series A — preferred class defined
New Series A preferred class drafted in the COI restatement. Liquidation, conversion, and protective provisions summarized.
Helix Labs · Series A
Pro-rata side letter
Pro-rata right side letter attached to a SAFE. Grants the holder participation in the next priced round.
Cohort II Fund
Series A close pending — pro-rata notice will fire automatically when the round opens for participation.
Qualification — California pending
California Statement and Designation by Foreign Corporation pending acknowledgement from the Secretary of State.
Helix Labs · California
Qualification — New York active
Active NY qualification with the biennial Statement schedule and the franchise tax footprint.
Helix Labs · New York
Qualification overview — portfolio rollup
Cross-entity qualification rollup. Counts qualified states by entity and highlights upcoming statement deadlines.
Portfolio rollup
Qualification status — multi-state
Multi-state foreign qualification rollup. Each jurisdiction's status is visible with the next action.
Helix Labs — multi-state
Registered agent — change
Switching the registered agent from a legacy provider to Matter Agent. Shows the per-state filings required.
CSC Global → Matter Agent
- DE — Change of RA filing$50
- CA — Statement of Change$25
- NY — Certificate of Change$30
- TX — Form 401$15
Request — replay prompt
Idempotent request hit — replay returns the prior result. Surfaced when the assistant detects an Idempotency-Key collision.
Idempotency-Key already used
Request — async status
Live status of a long-running async request (formation, dissolution, round close).
req_form_lumen_robotics
RSU grant — draft
Restricted stock unit grant with double-trigger liquidity (time + liquidity event). Net settlement defaults shown.
Jenny Yu — RSU
SAFE — conversion
SAFE notes converting on Series A close. Shows the discount/cap calculation and the preferred shares issued.
6 SAFEs → Series A-1 preferred
Scoped token — issued
Tier-2 agent token issued for autonomous cap-table maintenance. Shows the scope policy and the expiry.
Cap-table maintainer · tier-2
Secondary purchase — ledger entry
Founder-to-investor secondary transfer settling on the share ledger. ROFR and 144 waiting period status visible.
Khan → Brightvale Partners
- Company ROFR — declined within window
- Investor ROFR — waived
- Stock Transfer Agreement executed
- Update share ledger & 83(b) elections
Secondary tender — employees
Employee tender offer alongside a Series B. Shows the eligible pool, max per-holder cap, and the participation rate.
Employee secondary · $5.0M
Series A — round close
Series A close package summary. Investors, amount, pre/post money and the artifacts produced by the atomic close.
Helix Labs · $12.0M
Side letter — superseded
An old side letter is superseded by a definitive agreement at Series A close. Both records remain linked.
Skyline Pre-seed · pro-rata
Signature stack — onboarding packet
A stack of documents pending signature, grouped under a packet name.
Onboarding · Sarah Park
Stakeholder — departure
Employee departure with the post-termination exercise window, unvested forfeiture, and offboarding checklist.
James Park
- Final 1099 / W-2 generated
- Cancel unvested portion of grt_jpark_001
- Send post-termination exercise notice
- Update stakeholder status → former
Stakeholder — promotion
Promotion bundle: title change, refresh grant draft, and updated indemnification — all routed for approval.
Sarah Park → Director of Eng
Stakeholder — profile update
Stakeholder record receives a profile update. Shows the before/after diff for address, title, and entity record.
Maria Lopez
Stockholder consent — voting power
Stockholder consent in progress. Threshold met via voting power rather than headcount; remaining holders shown.
Approve EIP amendment
Tax profile — add jurisdiction
Adding a new state to the tax profile. Triggered by hitting an economic nexus threshold; lists the registrations to open.
Add Washington
Tax profile — renewal
Annual tax profile renewal across federal and state registrations. Shows the renewal checklist and the upcoming deadlines.
Waypoint Inc. · FY 2026
- Federal Form 1120Due 2026-04-15
- CA Form 100 + estimated paymentDue 2026-04-15
- NY CT-3 corporate franchiseDue 2026-04-15
- TX Franchise Tax ReportDue 2026-05-15
Token — revoked
Token revoked after a suspected leak. Linked audit entry surfaces the reason and the downstream calls invalidated.
tok_live_3c91…a4e8
Detected in public commit at github.com/example/repo. Replacement token tok_live_9bf3…1a7c issued and rotated.
Valuation — period-over-period
Side-by-side comparison of the most recent two 409A valuations with the FMV delta and the implied lift.
Q1 2025 → Q2 2026
Drivers: ARR growth (+62% YoY), Series A bridge note, comparable-company multiple expansion.
Webhook — failure summary
Delivery failures for a registered webhook endpoint over the last 24h. Retry policy + last successful delivery shown.