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Types

Cap table

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Description

Take control of your equity structure with ease. Our cap table tool helps founders, investors, and teams track, manage, and plan equity, making your next funding round smoother.

🎁 What you get:

  • Track shareholders: Simple view of who's got what - founders, employees, investors.

  • Investment snapshot: Quick breakdown of amounts, share prices, and stakes for each round.

  • Ownership clarity: See how equity is split and who owns what percentage, all in one place.

  • Plan for the future: Project upcoming funding rounds and see how dilution could play out.

  • Multi-currency support: Got international investors? No problem - track in any currency.

🚀 Why it’s awesome:

  • Data-driven decisions: Know your ownership landscape so you can make better calls.

  • Investor-ready: Keep current and future investors in the loop with the latest info.

  • Compliance-friendly: Stay on top of reporting and regulatory needs - no more guesswork.

  • Scalable: Whether you’re pre-seed or Series C, we’ve got you covered.

👥 Who should use this:

  • Founders: Keep equity organized from day one.

  • Investors: Monitor your portfolio and ownership.

  • Finance teams: Keep clean records for reporting.

  • Advisors: Share insights and guide your clients.

✨ Why you’ll love it:

  • Easy to use: Intuitive layout, no learning curve.

  • Customizable reports: Ready for board meetings or investors.

  • Secure: Your data is safe with us.

Say goodbye to cap table chaos. Get clarity, stay compliant, and plan for your next move.

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Download this template

Tags
Pre-seedSeedSeries A
File included
  • Cap Table.zip
License: Extended

This extended license grants you the right to use, modify, and distribute the templates within your organization and to external parties as part of your business activities. However, reselling or redistributing the templates as standalone products is strictly prohibited. For more details, please refer to our Terms of Use .