Document Dump · 745 files
Sort through our key company documents and create a data room for prospective investors.
deal-ready
company records.
Company agents that build and run your resolutions, agreements, cap table and data rooms, and do analysis to surface the verified facts before you decide, sign or share.
Capital raises|Share transactions|M&A & exits|Resolutions|Key contracts
Built for growing, capital-hungry, small & mid-sized companies, and their advisers
What should we take care of?
Ask Tallystone to sort records, advise on authority, or coordinate governed work.
Whose approval do we need for a new funding round?
Create a funding round workflow to get board and shareholder approvals, send a share purchase agreement to the new investors and update the data room.
Proposed actionStructure the company record and reconcile the cap table
- Classify and index 745 documents
- Reconstruct the cap table from transaction documents
- Audit the cap table and report inconsistencies
- Build a Version 1 investor data room
Board approval and shareholder approval.
The proposed issuance is subject to approval rights and must also be signed by two directors.
ArticlesSection 12.4 · Issue of sharesShareholders AgreementSection 8.2 · Approval rightsBoard resolutionSigned by two officers
Proposed actionLaunch the funding round workflow
3work items4approvers2documents
Ask Tallystone to advise or take action…
Document Dump745 files · 6.2 GB
Folder1.1 Corporate & Governance4 documents
IndexDocumentTag
1.1.1Shareholders Agreement 20230402Governance1.1.2Resolution 20240402Resolution1.1.3Q2 2025 Meeting minutesBoard1.1.4ArticlesArticlesIssued shares10,850,0004 active classesFully diluted13,465,625Options + SAFE conversionSAFE notes$1.075M2 notes outstanding
StakeholderInstrumentUnits / basisCapital investedFully diluted
AVAurora VenturesSeries A Preferred1,250,000$2,500,0009.4%
AMAlex MorganCommon shares4,200,000$42,00031.2%
JLJordan LeeCommon shares3,100,000$31,00023.0%
NVNorthbank VenturesSeed Preferred2,250,000$1,800,00016.7%
EPEmployee option poolOptions1,300,000—9.7%
HFKeystone FundSAFE$650,000$6.5M cap10.8%
Company record updatedAurora Ventures added as a shareholder
Prepare and circulate the resolutions for board and shareholder approval.
Send the execution pack to new investors.
Issue and deliver the new share certificate after completion.
Workflow completeEveryone has signed.
The shareholder approval and share purchase agreement are fully executed.
AMJLNV
Optimize for creativity
Is admin the Founder's job,
the CFO's, or ours?
Judgement and creativity are for people. Give the repetitive coordination, research and record-keeping to a trusted system.
Jobs our agents do
We analyze, execute
and surface the gaps.
Check out some of the jobs we'll do for you.
01 / 10
Deal Agent + Capital Agent
Make sense of your company history
Ingest, sort, and summarize your company's historical documents. Identify the documents that are missing and may be needed for a raise or an exit. Build a searchable source-of-truth you can rely on.
02 / 10
Capital Agent
Maintain, reconcile and model your cap table
Builds your cap table from first principles using your document history and reconciles it against your latest spreadsheet. Identifies the differences and errors, and prompts to track down the missing documents. Posts authorized cap table transactions to the Tallystone ledger linked to their source documents.
03 / 10
Capital Agent
Run your board and shareholder admin, consents and Q&A
Capital Agent can set your board meeting cadence, issue meeting notices, and prompt people for board package input. Allow Capital Agent to update the board portal data room with final documents, consents and supporting docs.
04 / 10
Capital Agent
Analysis based on your document history and cap table
Capital Agent draws on the source-of-truth records to guide your steps. If you are contemplating a capital raise event, Capital Agent will suggest and build a workflow to start the process, obtain authorizations and even pull-together an investor-ready deal room.
05 / 10
Capital Agent
Surface the risk and fill the gaps
Ask Capital Agent to read your source-of-truth document history and summarize the key risks relevant to the context you provide. Then ask it to plan, build and execute a workflow to fill the gaps.
06 / 10
Capital Agent
Key contract and capital raise workflows
Capital Agent will create and manage structured workflows such as key contract executions, employee IP assignments and capital raise processes. Supporting documents can be requested from third parties as part of the workflow. Capital Agent will automatically follow up people involved in signing or requests and let you know the status.
07 / 10
Deal Agent + Capital Agent
Build best-practice data rooms
Signal trust and competence in your deal preparations with a data room built for purpose, and tested for gaps before it goes live. Deal Agent draws on your verified records to build, test and share to your specification, saving you days of work, both on the build and the updating required over time.
08 / 10
Deal Agent + Capital Agent
Deliver fast investor Q&A outcomes
Deal Agent spares your team from Q&A distractions, answering the bulk of simple questions like finding documents and searching text for answers. If Deal Agent can't find the answers it won't guess or give opinions; it will escalate the question to the administrator for follow-up.
09 / 10
Deal Agent + Capital Agent
Analyze data room engagement
Rapidly determine the engagement focus and intent of your data room viewers. Deal Agent knows when people are accessing folders and viewing documents and can analyze the access logs to report on user engagement time, focus areas and intent over time.
10 / 10
Deal Agent + Capital Agent
Stress-test data room readiness
Deal Agent can review your data rooms and stress-test the content as an investor, lawyer, accountant or any other persona that suits your need. Stress-testing will surface any structural or content gaps, suggest additions and changes, and rate the suitability of your data room for the task.
The ultimate authority of truth
Lower your risk.
Trust us to get it done.
Human authority
Define who can approve each action and retain explicit control over changes to the company record. Tallystone's AI cannot 'freewrite' records.
Secure Documents
Core files are stored on your cloud drive, not our servers. Your records are secure, private and in your possession. You decide who has the key.
Source-grounded AI
Analysis is based on your governing documents, agreements, approvals and verified cap table. No guesswork with all sources referenced to real docs.
Tools to do the job
Reduce SaaS clutter.
All the tools you need.
Tallystone's workspace provides you and the AI workers with the tools to execute the job. No more copying between apps or expensive API connectors that cost more than the apps themselves. Just one end-to-end experience from board decision, to execution, to document, to sharing.
De-cluttering your SaaS spend is an instant payback. Try our ROI calculator.
ROI CalculatorDon't double-up
Delete your equity management, e-signing, data room and dropbox spend. Tallystone includes the tools for the job.
- Stores to your secure Google or Microsoft cloud
- Immutable cap table and double-entry equity ledger
- Built-in e-signing and voting functionality
- Unlimited virtual data rooms for secure sharing
- Integrated workflow builder for controlled actions
- Native AI and full-text document search and referencing
Google Workspace reviews
Fantastic tool for capital raises. Secure, unlimited storage with no hidden fees perfect for Series A and beyond.
Aisha LordyJanuary 24, 2026
AI Data Room connected seamlessly with my Google Drive and instantly organized all my investor documents into a secure, professional-grade data room. It saved me countless hours of manual setup a true game-changer for anyone preparing for a capital raise.
Benjamin AdamsFebruary 21, 2026
I was looking for a virtual data room to quickly sell a significant asset out of my super. the traditional players were simply priced beyond what made sense for this task. The AI data room was done in about 8 minutes. Seriously. It pulled in my sale docs. Tagged them and put them in a logical data room layout. I cloned the room for each buyer so I can have one for each of them. I have the potental buyers and their advisors in now and they think its the easiest deal room they have used. A really surprising product so well done.
Brin Stone (Brinstones Super)December 2, 2025
This was an awesome product. Very well thought out.
Guy BolandJanuary 16, 2026
Absolutely indispensable for our team! AI Data Room makes organizing, securing, and searching through sensitive documents a breeze right inside Google Workspace. The AI summaries save us hours each week.
Henry LeeonJanuary 26, 2026
We use the full app for cap table and corporate workflows. It has been a serious help for our company to get ready for our Series A raise. Customer service has been excellent as well.
HF SparesDecember 15, 2025
I love how intuitive AI Data Room is. The AI-driven search function is a huge time-saver, allowing us to find any file or data set instantly. The interface is clean and easy to navigate, which is perfect for teams looking to streamline their workflow. Highly recommend this app for data-heavy tasks!
Philip AlfredApril 23, 2026
The AI in this app is next-level. It helps categorize and tag our data intelligently, and its machine learning algorithms make managing large amounts of information so much easier. We’ve saved tons of time that we previously spent manually organizing files. Highly recommended for anyone working in data management!
Robert BeckettApril 23, 2026
The AI features are fantastic! It automatically structures my files and highlights key documents, making our fundraising prep fast and professional.
SamwellFebruary 14, 2026
AI Data Room has completely transformed the way we handle and organize data. The AI-powered features make it super easy to categorize, search, and manage our files. It saves us so much time and keeps everything organized efficiently. A must-have tool for any team dealing with large volumes of data!
Sophia BennettApril 23, 2026
Questions, answered
Frequently asked questions
What does Tallystone automate?+
Governance workflows, company records, securities transactions, stakeholder approvals and diligence data rooms—while keeping people in control of consequential actions.
Does the AI change company records by itself?+
No. Tallystone proposes work and routes it through defined approvals. Actions that affect the company record are governed, attributable and reviewable.
Can it work with an existing cap table and documents?+
Yes. The product is designed around an authoritative company record, including registers, historical documents, approvals and transaction data.
Is this only for legal teams?+
No. Founders, company secretaries, finance teams, lawyers and investors can work from the same controlled source of truth with role-based access.
Can we use it for an upcoming raise?+
Yes. Tallystone can coordinate approvals, model ownership effects, prepare signings, update registers and assemble the diligence room around the transaction.
Simple Starting Point
Automate the history, then...
Automate the future.
See what Tallystone can carefully take off your team’s plate while keeping every important decision under control and part of your real-time company record.