What this covers
Org chart and equity allocation combine two things founders constantly update: structure and ownership.
People & Roles
Create a lightweight roster with name, role, title, and reporting line. Keep it accurate as you grow.
Org Chart
Switch to chart view to visualize structure. Reporting lines roll up automatically from “Reports To”.
Equity Allocation
Track share ownership with a simple cap table: starting shares, equity increases, allocations, and % ownership.
How to build your org chart
Start simple: add names and reporting lines first, then refine titles and roles as responsibilities settle.
Add people
Add each person with a role (Founder, Engineer, Designer, etc.) and optional title + contact links.
Set “Reports To”
Use “Reports To” to define the hierarchy. Top-level members have no manager; everyone else points to a lead.
Switch between views
Use list view for editing quickly and chart view for structure. The org chart is generated from the same data.
Tip: keep reporting lines consistent
The chart view is derived directly from “Reports To”. If a node looks wrong, fix the reporting line on the person and the org chart updates automatically.
How to track equity allocation
Track ownership as shares + percentages, with an “Unallocated” remainder so you always see what is left.
Set starting shares
In Equity Settings, enter your starting share count (defaults to 10,000,000). This becomes the baseline.
Record equity increases
If total shares increase over time, add “Equity Increases” with date + reason. The system recalculates totals.
Add allocations
Add each holder's shares(founders, employees, advisors, investors).You can optionally link entries to people in your roster.
Important note
This is a lightweight tracker to help you stay aligned internally. It is not legal advice and not a substitute for your official cap table, counsel, or incorporation documents.
Keep structure and ownership clean
Define reporting lines and track allocations so everyone works from the same reality.