
Funds don't control their portfolio companies' cap tables — they inherit them. The 409A is in one folder, the latest round docs are in another, and company-side platforms show only what the company chooses to share. When you need your fully diluted ownership, liquidation stack, or exit waterfall across 50 positions, spreadsheet archaeology begins.
Foresight's Deal Intelligence AI processes legal and transaction documents — stock purchase agreements, certificates of incorporation, SAFEs, convertible notes — extracting terms, share classes, and ownership data.
The same paralegal and accounting experts who powered Aumni verify every extraction, so ownership data holds up in diligence.
Get analysis-ready cap tables for every portfolio company, reconciled against fund accounting so ownership and holdings agree.
Run new rounds, dilution, exit proceeds, and waterfall scenarios directly on live cap table data.
Company-side tools (like Carta or Pulley) are systems of record maintained by the portfolio company for the portfolio company. Foresight is the investor's system of record: it aggregates ownership across all your positions regardless of which platform each company uses, verifies it against legal documents, and connects it to fund performance and reporting.