Simplify equity management with our cap table template

A cap table (or capitalization table) is a list of all the securities a company has issued and who owns them. It might sound simple, but cap tables can get complicated quickly. Any time you raise a funding round, create an option pool or have a liquidity event, it becomes harder to keep an accurate record of company ownership.

How to use this cap table template

  • Download and open the spreadsheet in Microsoft Excel or Google Sheets

  • Follow the instructions to input your company’s data in the securities ledger

  • Review your summary cap table, auto-populated using formulas and your data

  • Keep your cap table up to date by recording each new share issuance in the securities ledger

Advanced cap table software streamlines how you manage equity and scales as you grow. Over 65,000 private companies in 160+ countries use Carta for cap table management, company valuations and employee share plans. Learn more about our early-stage fundraising support for UK and European startups.

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