// runnable playbook

equity grant / cap table investigation

Carta · Shareworks · Pulley cap-table exports. unauthorized grant changes · 409A manipulation · vesting backdates · exercise-to-payroll correlation.

a guided path, not automation — each step opens a tool you run yourself; nothing uploads. progress is saved only in this browser.

// based on the curated pipeline

wraps the equity grant audit kit preset — drop Carta/Shareworks exports → unauthorized grant detect → 409A manipulation → vesting backdate → exercise/payroll cross-check → report

methodology guide →worked example →full tool list →

guided steps

0/7 done

01
evidence manifest generator
hash cap-table exports before grant analysis
open tool →methodology
your note (local only)
02
carta equity cap table export forensic analyzer
parse Carta grant + vest + stakeholder rows
open tool →methodology
your note (local only)
03
equity unauthorized grant change detector
flag unauthorized grant modifications
open tool →methodology
your note (local only)
04
equity 409a manipulation detector
detect 409A valuation manipulation patterns
open tool →methodology
your note (local only)
05
equity vesting backdate detector
detect vesting schedule backdate patterns
open tool →methodology
your note (local only)
06
cross equity payroll exercise correlator
correlate equity exercises to payroll records
open tool →methodology
your note (local only)
07
case report generator
draft case report from cap-table + payroll correlation
suggested options · title: equity grant investigation
open tool →methodology
your note (local only)

when you're done

export a run summary — a small JSON record of which steps you marked done, your notes, and a self-hash so the record can't be silently altered. it is your reproducibility note, not a per-tool receipt: each tool emits its own input→output receipt when you run it.