MCP Servers for Cap Table Dilution Modeling.
Cap table pulled, dilution scenarios modeled, alert sent when ownership drops below your threshold , protect your stake before the next round closes
Works with every AI agent you already use
…and any MCP-compatible client
Waiting for input…
How It Works
Here is the math that most angel investors never run until it is too late: you invested $100K in Acme Payments at the Seed round.
$15M post-money valuation. You own 0.67% on a basic basis. But there is a 15% option pool , so on a fully diluted basis, your 0.67% is actually 0.57%.
Now the Series A is coming , $8.5M raise at $30M post-money. Your AI agent reads the Carta cap table: your current shares, all share classes (common, preferred A, SAFEs, option pool), and the fully diluted share count.
Then it models the Series A in Google Sheets: new shares issued = $8.5M / Series A price per share.
Post-Series A fully diluted count = pre-money shares + new shares + option pool refresh (if any). Your post-Series A ownership: 0.57% 0.29%.
That is a 49% dilution. If you exercise your pro rata right ($48.5K for your 0.29% share of the round), you maintain 0.57%.
If you do not, you drop to 0.29%. The agent then models Scenarios B and C: what if the Series B is $25M at $95M post? What if there is a $50M Series C at $250M post? After 3 rounds without pro rata, your 0.57% becomes 0.14%.
The dollar value might still be higher , 0.14% of $250M is $350K on your $100K investment. But the ownership percentage matters for governance, information rights, and future anti-dilution protection.
The agent sends a WhatsApp alert: 'Acme Payments Series A terms received. Without pro rata: 0.57% 0.29%. Pro rata amount: $48.5K.
Decision deadline: June 15.'
MCP Server Orchestration: 3 MCP Servers, one intelligent agent
Connect Carta, Google Sheets and WhatsApp MCP servers so your AI agent reads your current cap table and ownership from Carta, builds dilution scenario models in Google Sheets (what happens at different round sizes and valuations), and sends WhatsApp alerts when a portfolio company's next round would dilute you below a critical threshold. Angel investors and seed funds who invested early and watch their ownership shrink from 8% to 3.2% across 3 rounds , without understanding the math until the signatures are done , get a tool that shows the dilution impact before the round closes. The numbers are clear. The decision to exercise pro rata is yours.
Carta
triggerReads cap tables, share classes, option pools and convertible instruments
get_cap_table list_share_classes list_convertibles list_option_plans Google Sheets
actionBuilds dilution scenario models with multiple round assumptions
create_spreadsheet update_sheet_values append_sheet_values get_spreadsheet WhatsApp Whatsapp
actionSends dilution alerts when ownership drops below your threshold
send_whatsapp_text send_whatsapp_template Run This Automation Today
Connect Claude, ChatGPT, Cursor, or any AI agent to the Vinkius catalog and run this automation in minutes.
Build Your Own MCP
Turn any internal API into an MCP server. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Connect & Automate
The 3 servers this recipe uses are ready in the catalog. Connect them once, paste a prompt, and your AI runs the full workflow.
- Carta, Google Sheets & WhatsApp Whatsapp ready in the catalog right now
- Add more from 4,700+ servers whenever you need
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers and recipes added every week
Superpowers you didn't know your AI had
The Vinkius catalog gives your agent access to 4,700+ MCP servers and the intelligence to combine them. Imagine never logging into another dashboard. Your AI handles the work across every tool, in one conversation. That's what this infrastructure was built for.
Cross-Platform Intelligence
Your agent doesn't just connect to tools. It understands the relationships between them. Data flows where it needs to go, automatically, with full context preserved across every platform.
Contextual Reasoning
Every decision your agent makes considers the full picture. It reads CRM data, checks calendars, reviews conversation history, and acts on everything at once. Not step by step. All at once.
Productivity at Scale
What used to take 45 minutes across five different dashboards now takes one sentence. Your agent runs the entire workflow end to end while you focus on decisions that actually matter.
Zero-Config Reliability
No API keys to paste. No webhooks to configure. No YAML to debug. Connect your MCP servers once, and your agent handles the rest. Every time, without intervention.
Made for
exactly this
Your AI agent taps into the entire Vinkius MCP catalog to handle these for you. You describe what you need. It does the rest.
Angel investors holding equity in 5-15 startups who need to understand dilution impact across upcoming funding rounds and plan pro rata capital reserves
Seed fund managers tracking portfolio company cap tables who need scenario models for LP reporting and portfolio construction decisions
Founders preparing for a fundraise who want to model dilution impact on their own ownership and their early investors before setting round terms
Syndicate leads managing SPVs who need to communicate dilution impact and pro rata options to their underlying investors before deadlines
Frequently Asked Questions About This MCP Server Orchestration
Which MCP servers do I need for this workflow?
Three: Carta, Google Sheets and WhatsApp (WSLA). Connect all three to your AI client before running any prompt from this page.
Does this work with Claude Desktop, Cursor or Windsurf?
Yes. Any AI client that supports the Model Context Protocol works , Claude Desktop, Cursor, Windsurf, Cline and others. Connect the MCP servers and paste a prompt.
Is this financial advice?
No. This is cap table mathematics , dilution calculations based on publicly known formulas. Whether to exercise pro rata depends on your portfolio strategy, capital reserves, and conviction in the company. Consult a financial advisor for investment decisions.
Does this account for anti-dilution protection?
The model uses simple dilution math (new shares / total shares). If your shares have weighted-average anti-dilution protection (common in Seed Preferred), the actual dilution in a down round would be less. The agent notes when anti-dilution provisions apply but uses standard dilution for upside scenarios.
Can I model a down round?
Yes. Ask the agent: 'Model a Series B at $15M post-money (below our Series A price).' The model will show the dilution impact and note whether anti-dilution provisions on your Seed Preferred would trigger a conversion price adjustment.
Is my cap table data secure?
Carta data is accessed through your authenticated account , only positions you have permission to view. Your dilution model lives in your Google Sheet. WhatsApp alerts go to your personal number. Vinkius does not store cap table or ownership data.
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MCP servers used in this workflow
Carta
Carta MCP Server gives your AI agent direct access to corporate finance data. Query cap tables, check vesting schedules, and pull 409A valuations without opening the Carta dashboard. It lets you manage equity operations and compliance data conversationally, making due diligence instant.
Google Sheets
Google Sheets MCP Server lets your AI client read, write, and manage data directly in Google Sheets. Use conversational commands to pull data from specific ranges, append new rows, or structure entire spreadsheets. It acts as an analyst, letting you manipulate complex data without opening the GUI or writing formulas.
WSLA (WhatsApp)
WSLA (WhatsApp) MCP Server connects your AI agent directly to WhatsApp Business Platform via Meta Cloud API. It lets you send simple text messages, deploy pre-approved template notifications, and react to incoming customer chats—all through natural conversation with your AI client.