A capitalization table is a spreadsheet used by startups or early-stage ventures that details all of the company's securities. For example, common shares, preferred shares, warrants, owners of warrants, and the prices paid by the investors for these securities. It tells us the percentage of ownership in the company for each investor, the value of their securities and dilution over time. A cap table template is first created before other company documents in the early stages of a startup or venture. After a few rounds if financing, the cap tables become more complex, and it details the potential sources of funding, IPOs, M&As, and other transactions.

This Excel template is a simple, easy-to-use capitalization table that can be altered and modified to suit your organization's needs. Apart from recording transactions, a cap table also comprises many legal documents such as stock issuance, transfers, cancellations, conversion of debt to equity and other documents. The executives must manage all these transactions and documents accurately to show the events since the company’s inception. The simplest form of cap tables lists the shareholders at the beginning and their respective share ownership. Cab tables are used by venture capitalists, entrepreneurs and investment analysts to analyze important events such as ownership dilution, employee stock options and issue of new securities. Screenshot of the template.

How to Edit the Cap Table Template

After you download the Excel file you can get started editing the template for your own company or client. You'll need to input things such as the pre-money valuation, size of an offering, share price, number of shares, shareholder names, and percentage ownership. The key, when updating or building a cap table template, is to keep organized and have a very clear layout. The math is not complicated, it's staying organized it keeping it easy to follow that's the biggest challenge. If your cap table template gets super complicated, you may wish to consider a software solution such as https://captable.io/.  

This business tool includes 1 Capitalization Table Excel Template

Reviews Add a review
James Martinez
Alex Howe

A very clean cap table, thanks for sharing

More From Corporate Finance Institute®

Browse our top rated business templates. See All
REIT Financial Model Template
This REIT financial model template acts as a guideline for modeling a real estate investment trust (REIT). This model will…
Energy Industry Comps Template Energy Industry Comps Template
This energy industry comps template provides a guideline and example of what a comparables universe would look like for a…
Financial Institution Dividend Discount Model
The financial institution dividend discount model uses future dividends to find the implied share price. This model is based on…
Loan Payment Calculator
The loan payment calculator allows users to determine the principal and interest payment each month until the full balance of…
DDM - Excel Dividend Discount Model Template
The dividend discount model template allows investors to value a company base on future dividend payments. This is based on…
Non-directional trading strategy template Non-directional Trading Strategies Template
The non-directional trading strategies template allow users to determine the profit when buying options. This template focuses on non-directional strategies…
See All