How to Build a Cap Table – Download a Free Spreadsheet Template

1. How to Build a Cap Table – Download a Free Spreadsheet Template A Cap table or Capitalization Table is usually created before the start of a venture or the startup of operations. This is why every cap table starts off with an easy format which then turns more complex after a few rounds of financing as well as listing the potential sources of funding, initial public offerings, Mergers and Acquisitions (M&A), and other transactions that affects the capitalization of the company or organization. What makes it even more complex is it will also include many legal documents such as issuance of shares, transferring, cancellation of shares, conversion of debt to equity, and other related documents. When building a cap table, there are several formats that you can use to apply such as just a simple one where it summarizes data like grouping all holders into a simplified lists and some utilizes much more complex cap tables which provide a granular detail regarding the holdings of each type of shareholder and shares at stake. However, there isn’t really a wrong or right format when it comes to building a cap table as it only depends on one’s requirement of the business. Most often though, when building a cap table, creating it in a spreadsheet is preferable as it allows the design to be simple and organized that helps with easy presentation and understanding the data which needed to be documented. The process of building a cap table can be quite easy as long as you have sufficient data and references. Actually, there isn’t even the need to build one from scratch since you can simply download a free spreadsheet template that you can use as a base to start with your own cap table. No more wasting your time or paying an expert to build one for you, here’s a FREE spreadsheet template of a Simple Cap Table that you can use for your business. eFinancial Models Zurich, Switzerland 8000 info@efinancialmodels.com https://www.efinancialmodels.com/