Keep it Organized and Simple. So your cap table should really be a collection of ledgers that includes the following at a minimum: Stockholder name as it appears on the security instrument (e.g., stock certificate, promissory note) Date of issuance. ... Date of disposition if the security is no longer outstanding.
What is included in a capitalization table?
A capitalization table (or “cap table”) is a list of all the securities your company has issued and who owns them. Securities include stock, convertible notes, warrants, and equity grants.Oct 8, 2019
What is a cap table template?
A capitalization table, or “cap table” for short, is a list of a company's securities (common stock, preferred stock, convertible notes, SAFEs, options, warrants, etc.) and who owns those securities.
What is a cap table in an LLC?
An LLC cap table is a spreadsheet that contains information for a startup or other fledgling business.
What is cap table for a startup?
A capitalization table, also known as a cap table, is a spreadsheet or table that shows the equity capitalization for a company. A capitalization table is most commonly utilized for startups and early-stage businesses but all types of companies may use it as well.
What is a good cap table?
A good cap table has the following characteristics: The CEO (original founder) owns the most. The founders own as much as possible. ... There are no investors on the cap table that have a bad reputation, or maybe a potential conflict in future (Some corporates)
What does cap table represent?
A capitalization table is a table showing the equity ownership capitalization for a company. The capitalization table is essential for financial decisions involving equity ownership, market capitalization, and market value. Capitalization tables help private companies maintain the calculation of their market value.
How do you make a cap table?
- Authorized shares: Number of shares the company is allowed to issue.
- Outstanding shares: Number of shares held by all shareholders in the company.
- Unissued Shares: Number of shares that have not been issued.
- Shares reserved for stock option plan: Unissued shares reserved for future hires.
What is a cap table example?
The capitalization table shows each investors' equity capital stake in the business, which is calculated by multiplying the share price by the number of shares owned. ... For example, startups run several funding rounds to support capital needs. They also issue stock options to attract talent.