Cap Table Example

A capitalization table which is often termed as cap table is a table maintained in a spreadsheet that may have different annexures recording the securities and shareholdings of a company in different prospectives.

Cap table example. It may not be appropriate for your particular circumstances. Put another way a cap sheet is a ledger that lists the investors in a company along with each investor s percentage of ownership equity value and dilution and other related information. What is a startup cap table. The table consists of the data of the stakeholders and the securities held by them at that point in time.

Below is a cap table example from one of cfi s many free excel templates excel financial model templates download free financial model templates cfi s spreadsheet library includes a 3 statement financial model template dcf model debt schedule depreciation schedule capital expenditures interest budgets expenses. A capitalization table is most commonly utilized for startups and. Sample cap table simple options equity cap table recordkeeping. So start creating a capitalization table to list down your company s securities such as stocks options warrants etc.

If the dilution percentage is known then the founders ownership percentages after the dilution can be calculated using the equity dilution formula as follows. This model gives you a simple cap table example you can work with and the best thing about it is it is free to download. If you aren t sure what kind of cap table you need you should consult with an experienced startup company lawyer. A capitalization table is a spreadsheet typically used by start ups or early stage ventures that identifies the overall ownership structure of the company the startup cap table depicts who owns what how much each person entity owns and what value is assigned to the stock they own this can be in the form of equity shares preferred shares options and the.

In the above example the pre investment cap table shows that team is awarded 5 of the issued shares and the founders are therefore said to be diluted by 5. Sample cap table pro forma options equity cap table recordkeeping. A capitalization table or cap table is a spreadsheet that generally speaking lists all of a company s securities stock warrants options etc and who owns them. This document may not be appropriate for your particular circumstances.

A capitalization table also known as a cap table is a spreadsheet or table that shows the equity capitalization for a company.