Cap Table Management
Learn how to effectively manage your company's ownership structure, track equity distribution, and maintain accurate records for stakeholders.
Cap Table Overview
A cap table (capitalization table) is a comprehensive record of your company's ownership structure, showing who owns what percentage of the company and the different types of securities issued.
Key Components
- Share classes (Common, Preferred)
- Outstanding shares by stakeholder
- Stock options and equity plans
- Convertible securities (SAFEs, notes)
- Warrants and other derivatives
Importance
- Accurate ownership tracking
- Fundraising preparation
- Legal compliance requirements
- Tax reporting and planning
- Employee equity communication
Share Classes
Common Stock
Represents basic ownership in the company, typically issued to founders and employees.
Characteristics:
- Voting rights (usually 1 vote per share)
- Dividend rights (if declared)
- Liquidation rights (after preferred)
- Pre-emptive rights
Typical Use Cases:
- Founder equity grants
- Employee stock options
- Employee stock purchase plans
- Advisor equity
Preferred Stock
Enhanced rights compared to common stock, typically issued to investors in funding rounds.
Enhanced Rights:
- Liquidation preference
- Anti-dilution protection
- Board representation
- Conversion rights
- Participation rights
Common Series:
- Series Seed
- Series A, B, C, etc.
- Series Preferred
- Convertible Preferred
Stakeholder Management
Adding and Managing Stakeholders
Maintain accurate records of all equity holders and their current holdings.
Individual Stakeholders
- Founders and co-founders
- Current and former employees
- Advisors and consultants
- Individual investors
Institutional Stakeholders
- Venture capital firms
- Private equity firms
- Corporate investors
- Family offices
Bulk Import
Import stakeholders efficiently using CSV templates:
Equity Grants and Options
Stock Options
Manage employee stock option plans (ESOP) and individual grants.
Grant Details
- • Number of options
- • Exercise price
- • Grant date
- • Expiration date
Vesting Schedule
- • Vesting start date
- • Cliff period
- • Vesting frequency
- • Acceleration triggers
Exercise Tracking
- • Vested options
- • Exercised options
- • Remaining balance
- • Tax implications
Direct Share Grants
Issue shares directly to stakeholders with appropriate vesting and restrictions.
83(b) Elections: Captable can help track 83(b) election deadlines and store filed elections for tax-advantaged restricted stock grants.
Vesting Schedules
Common Vesting Patterns
Captable supports flexible vesting schedules to match your equity compensation strategy.
Standard 4-Year Vesting
25% per year with 1-year cliff
Monthly Vesting
1/48th per month over 4 years
Custom Schedules
Define milestone-based vesting, performance vesting, or other custom arrangements
Reporting and Analytics
Standard Reports
- Cap table summary by stakeholder
- Ownership percentage breakdown
- Vesting schedule reports
- Option pool availability
- Dilution analysis
- Waterfall analysis
Export Options
Export your cap table data in various formats for legal, accounting, or presentation purposes.
Document Management
Legal Document Storage
Securely store and organize all equity-related legal documents with version control and access management.
Document Types
- Stock purchase agreements
- Option grant agreements
- Board resolutions
- 83(b) election forms
- Convertible note agreements
- SAFE agreements
Features
- Secure cloud storage
- Version control and history
- Granular access permissions
- Digital signature integration
- Audit trail maintenance
- Automated backups
Ready to explore investment instruments?
Learn about SAFEs, convertible notes, and equity rounds to handle more complex fundraising scenarios.