AI Playbook

Capitalisation Table and Dilution Analysis

Structured workflow for capitalisation table and dilution analysis: organise the supplied facts and documents, identify missing information, draft or analyse in stages, and verify facts, authorities and assumptions before use.

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#General AI #AI Playbook #Corporate #Cap-Table #Investment #Share Transactions

Reusable prompt for Malaysian corporate and commercial practice. It should be used with the Universal Corporate Lawyer Control Block and checked by a supervising lawyer before use externally.

Prompt

Reconstruct the fully diluted capitalisation of `[COMPANY]` from the supplied records. Show issued shares by class, registered and beneficial holders, options, warrants, convertibles and proposed issuances. Reconcile the cap table against registers, allotment documents and agreements. Calculate pre- and post-transaction ownership for `[TRANSACTION]`, stating every assumption and formula. Identify pre-emption rights, approvals, class consents, anti-dilution provisions and filing requirements. Do not treat authorised, reserved or promised shares as issued shares.

Repository section: Capital, Investment and Share Transactions

Required inputs: Existing shares; options; convertibles; proposed investment.

Suggested use: replace all square-bracket placeholders before running the prompt. For confidential corporate records, board papers, cap tables, due-diligence materials or transaction documents, use a private/local model where possible.

Jurisdiction	Malaysia
Practice Area	Corporate / Commercial
Party Role	Any / as prompt specifies
Lifecycle Stage	Capital, Investment and Share Transactions
Document Type	Capital, Investment and Share Transactions
Prompt Number	13
Required Inputs	Existing shares, options, convertibles, proposed investment.
Expected Output	Capitalisation Table and Dilution Analysis output structured for Malaysian corporate practice.
Reviewed On	2026-07-26
Version	1.0
Verification Checklist	Distinguish facts, allegations and assumptions., Cite the document/page for each material fact where possible., Identify missing or contradictory evidence., Do not invent authorities., Check every authority and quote only verified propositions., Separate proposed drafting from facts requiring client confirmation.