Agreement reviews
How FounderSync prompts you to reread your cofounder agreement after real events such as a closed round, a cliff or a mismatch with the cap table.
On this page
An agreement written on day one drifts out of date. Agreement reviews are short prompts that appear when something happens that your agreement should probably reflect. They are suggestions: resolving one records that you looked, and it never changes the agreement for you.
Reviews are only raised once an agreement has been saved at least once.
What raises a review#
| Kind | When it is raised | Modules it points to |
|---|---|---|
| Round closed | A priced round was closed in the cap table after the agreement was first saved. | Vesting, Decision rights, Exit scenarios |
| Cofounder not covered | An active team member has no entry in the agreement's equity split. | Roles, Time commitment, Equity split, Vesting, IP ownership |
| Vesting cliff | A founder's active grant with a cliff has its cliff date within the next 30 days, or passed within the last 90. | Vesting, Exit scenarios |
| Note maturing | An outstanding convertible note has a maturity date within 30 days, or already past. | Equity split, Decision rights |
| Equity mismatch | Founders' share counts in the cap table differ from the agreed split by more than 0.5 percentage points. | Equity split |
The equity check only runs when it can compare fairly: the agreement has a split, and every founder holding shares in the cap table is linked to a person on your team. It counts issued shares only, not options. If a newer difference appears, the older open mismatch is dismissed automatically with the note "Superseded by a newer difference." When the two agree again, an open mismatch is marked reviewed.
When they are computed#
There is no background job. The check runs inside the database when you use the app: when the dashboard or the cap table loads (at most once every five minutes per startup), after you choose Save & Continue in the agreement builder, and straight after cap table changes to stakeholders, issuances, rounds or SAFEs and notes.
So a review appears the next time someone opens FounderSync, not at the moment of the event. Each event is raised once, so a review you dismissed does not come back. When a review is created, every active cofounder also gets a notification with a Review agreement button.
Where you see them#
- Sidebar badge. The Agreement item shows a count of open reviews.
- Review panel. At the top of the agreement builder, a Review suggested card lists open reviews with a title, a kind label and a short explanation. It does not appear when there are none.
- Cap table. The cap table Overview and Rounds pages show a notice with the number of open reviews and a link to the agreement.
Resolving a review#
Each open review has a Look at row of buttons, one per module it points to, that jump to that module. Then you choose:
- Mark reviewed, which opens an optional note (up to 1,000 characters) for what you decided, then Save as reviewed.
- Dismiss, if it does not apply.
Any team member can resolve a review. Resolved reviews fold into a resolved list at the bottom of the panel with their status and note. The app offers no button to reopen one, though a connected AI agent can.
Deep links#
/dashboard/agreement?module=2 opens the agreement builder on that module. The number is the module's position in the list, from 0 (Roles) to 9 (Identity). Notifications use this link, pointing at the first module of the review.
See Cofounder agreement for the modules and Cap table overview for how the agreement and the cap table connect.