Cap Table Template

A capitalization table, or “cap table” for short, is a list of a company’s securities (common stock, preferred stock, options, warrants, etc.) and who owns those securities. Keeping this information organized and up-to-date is critical to making quick, well-informed decisions regarding fundraising, employee options, and acquisition offers.

This template was built to:

1.  Help entrepreneurs understand how a cap table is structured

2.  Illustrate how ownership changes with valuation in Series A and Series B financing rounds

3.  Increase efficiency during the diligence process

If you have suggestions on improving the template, please contact us.

These materials and the information provided herein are (i) for informational and discussion purposes only and are not intended to be, and shall not be regarded or construed as, a recommendation for a transaction or investment or financial, tax, legal, or other advice of any kind, and (ii) subject to various disclaimers and limitations that are set forth in our Terms of Use. By accessing these materials and the information provided herein, you agree to our Terms of Use, including, without limitation, all of the disclaimers and limitations set forth therein.

Last updated: Nov. 2019