Lovie Company Formation

Extract Cap Table OCR

formation_extract_cap_table_ocr

Runs vision OCR on an uploaded cap table for the active company and returns the extracted rows without persisting them. Each row may include a vesting schedule (vesting_start_date / vesting_total_months / vesting_cliff_months) for service equity held by founders, employees, and advisors. PRESERVE these vesting fields and pass them through to RecordCapTableInvestment when creating each holding — do not drop them or record such holdings as fully vested. Investor instruments (SAFE, preferred) carry no vesting.

Input Schema

TableJSON Schema

Name	Required	Description
`mimeType`	No
`companyId`	Yes	UUID value wrapper.
`sourceS3Uri`	No

Output Schema

TableJSON Schema

Name	Required	Description	Default
`warnings`	No
`sourceS3Uri`	No
`totalShares`	No
`ocrConfidence`	No
`sourceTotalShares`	No
`extractedShareholders`	No
`safeOwnershipPercentage`	No
`totalOwnershipPercentage`	No

Schema Changelog

Changes observed during successful MCP inspections.

Changed2 schema fields changedOct 8, 2026

changedOutput schema / properties / extractedShareholders / items / properties / safeTerms / anyOf

Previous value: -[
-  {
-    "properties": {
-      "discountPercentage": {
-        "type": "string"
-      },
-      "investmentAmountCents": {
-        "type": "string"
-      },
-      "postMoney": {
-        "type": "boolean"
-      },
-      "safeIssueDate": {
-        "anyOf": [
-          {
-            "format": "date-time",
-            "type": "string"
-          },
-          {
-            "type": "null"
-          }
-        ]
-      },
-      "signedByName": {
-        "type": "string"
-      },
-      "signedByTitle": {
-        "type": "string"
-      },
-      "valuationCapCents": {
-        "type": "string"
-      }
-    },
-    "type": "object"
-  },
-  {
-    "type": "null"
-  }
-]New value: +[
+  {
+    "properties": {
+      "discountPercentage": {
+        "type": "string"
+      },
+      "investmentAmountCents": {
+        "type": "string"
+      },
+      "postMoney": {
+        "type": "boolean"
+      },
+      "postMoneyStated": {
+        "type": "boolean"
+      },
+      "safeIssueDate": {
+        "anyOf": [
+          {
+            "format": "date-time",
+            "type": "string"
+          },
+          {
+            "type": "null"
+          }
+        ]
+      },
+      "signedByName": {
+        "type": "string"
+      },
+      "signedByTitle": {
+        "type": "string"
+      },
+      "valuationCapCents": {
+        "type": "string"
+      }
+    },
+    "type": "object"
+  },
+  {
+    "type": "null"
+  }
+]

addedOutput schema / properties / safeOwnershipPercentage
```
Added value: +{
+  "type": "string"
+}
```

Changed26 schema fields changedSep 10, 2026

addedOutput schema / properties / extractedShareholders / items / properties / address / anyOf

Added value: +[
+  {
+    "properties": {
+      "city": {
+        "type": "string"
+      },
+      "country": {
+        "type": "string"
+      },
+      "county": {
+        "type": "string"
+      },
+      "state": {
+        "type": "string"
+      },
+      "street1": {
+        "type": "string"
+      },
+      "street2": {
+        "type": "string"
+      },
+      "zipCode": {
+        "type": "string"
+      }
+    },
+    "type": "object"
+  },
+  {
+    "type": "null"
+  }
+]

removedOutput schema / properties / extractedShareholders / items / properties / address / properties

Removed value: -{
-  "city": {
-    "type": "string"
-  },
-  "country": {
-    "type": "string"
-  },
-  "county": {
-    "type": "string"
-  },
-  "state": {
-    "type": "string"
-  },
-  "street1": {
-    "type": "string"
-  },
-  "street2": {
-    "type": "string"
-  },
-  "zipCode": {
-    "type": "string"
-  }
-}

removedOutput schema / properties / extractedShareholders / items / properties / address / type
```
Removed value: -"object"
```

addedOutput schema / properties / extractedShareholders / items / properties / addressType

Added value: +{
+  "enum": [
+    "ADDRESS_TYPE_UNSPECIFIED",
+    "ADDRESS_TYPE_RESIDENTIAL",
+    "ADDRESS_TYPE_BUSINESS"
+  ],
+  "type": "string"
+}

addedOutput schema / properties / extractedShareholders / items / properties / dateOfBirth
```
Added value: +{
+  "type": "string"
+}
```

addedOutput schema / properties / extractedShareholders / items / properties / effectiveDate / anyOf

Added value: +[
+  {
+    "format": "date-time",
+    "type": "string"
+  },
+  {
+    "type": "null"
+  }
+]

removedOutput schema / properties / extractedShareholders / items / properties / effectiveDate / format
```
Removed value: -"date-time"
```
removedOutput schema / properties / extractedShareholders / items / properties / effectiveDate / type
```
Removed value: -"string"
```

addedOutput schema / properties / extractedShareholders / items / properties / id / anyOf

Added value: +[
+  {
+    "description": "UUID value wrapper.",
+    "properties": {
+      "value": {
+        "format": "uuid",
+        "type": "string"
+      }
+    },
+    "type": "object"
+  },
+  {
+    "type": "null"
+  }
+]

removedOutput schema / properties / extractedShareholders / items / properties / id / description
```
Removed value: -"UUID value wrapper."
```
removedOutput schema / properties / extractedShareholders / items / properties / id / properties
```
Removed value: -{
-  "value": {
-    "format": "uuid",
-    "type": "string"
-  }
-}
```
removedOutput schema / properties / extractedShareholders / items / properties / id / type
```
Removed value: -"object"
```

addedOutput schema / properties / extractedShareholders / items / properties / issueDate / anyOf

Added value: +[
+  {
+    "format": "date-time",
+    "type": "string"
+  },
+  {
+    "type": "null"
+  }
+]

removedOutput schema / properties / extractedShareholders / items / properties / issueDate / format
```
Removed value: -"date-time"
```
removedOutput schema / properties / extractedShareholders / items / properties / issueDate / type
```
Removed value: -"string"
```

addedOutput schema / properties / extractedShareholders / items / properties / safeTerms / anyOf

Added value: +[
+  {
+    "properties": {
+      "discountPercentage": {
+        "type": "string"
+      },
+      "investmentAmountCents": {
+        "type": "string"
+      },
+      "postMoney": {
+        "type": "boolean"
+      },
+      "safeIssueDate": {
+        "anyOf": [
+          {
+            "format": "date-time",
+            "type": "string"
+          },
+          {
+            "type": "null"
+          }
+        ]
+      },
+      "signedByName": {
+        "type": "string"
+      },
+      "signedByTitle": {
+        "type": "string"
+      },
+      "valuationCapCents": {
+        "type": "string"
+      }
+    },
+    "type": "object"
+  },
+  {
+    "type": "null"
+  }
+]

removedOutput schema / properties / extractedShareholders / items / properties / safeTerms / properties

Removed value: -{
-  "discountPercentage": {
-    "type": "string"
-  },
-  "investmentAmountCents": {
-    "type": "string"
-  },
-  "postMoney": {
-    "type": "boolean"
-  },
-  "safeIssueDate": {
-    "format": "date-time",
-    "type": "string"
-  },
-  "signedByName": {
-    "type": "string"
-  },
-  "signedByTitle": {
-    "type": "string"
-  },
-  "valuationCapCents": {
-    "type": "string"
-  }
-}

removedOutput schema / properties / extractedShareholders / items / properties / safeTerms / type
```
Removed value: -"object"
```

addedOutput schema / properties / extractedShareholders / items / properties / signedDate / anyOf

Added value: +[
+  {
+    "format": "date-time",
+    "type": "string"
+  },
+  {
+    "type": "null"
+  }
+]

removedOutput schema / properties / extractedShareholders / items / properties / signedDate / format
```
Removed value: -"date-time"
```
removedOutput schema / properties / extractedShareholders / items / properties / signedDate / type
```
Removed value: -"string"
```
addedOutput schema / properties / extractedShareholders / items / properties / ssnLast4
```
Added value: +{
+  "type": "string"
+}
```

addedOutput schema / properties / extractedShareholders / items / properties / vestingStartDate / anyOf

Added value: +[
+  {
+    "format": "date-time",
+    "type": "string"
+  },
+  {
+    "type": "null"
+  }
+]

removedOutput schema / properties / extractedShareholders / items / properties / vestingStartDate / format
```
Removed value: -"date-time"
```
removedOutput schema / properties / extractedShareholders / items / properties / vestingStartDate / type
```
Removed value: -"string"
```
addedOutput schema / properties / sourceTotalShares
```
Added value: +{
+  "type": "string"
+}
```

First observedAug 11, 2026

TDQS

Score is being calculated.

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