Advice and answers from the Slidebean Team
A Capitalization Table, commonly known as a Cap Table, is a detailed record that outlines the ownership structure of a company. It lists all the company's securities—such as common shares, preferred shares, options, and convertible instruments—along with information about who owns them and the percentage of ownership each represents.
Maintaining an accurate and up-to-date Cap Table is crucial for startups, as it provides a clear picture of equity distribution, which is essential during fundraising, issuing employee stock options, and making strategic decisions.
The Slidebean Cap Table Template is designed to be a simple solution for startup founders and financial teams in managing and visualizing the company's equity distribution effectively.
The main sheets in the template are the Founders Sheet, the Stock Option Holders Sheet, and the Funding Rounds Sheet.
The Settings sheet in the Slidebean Cap Table includes sections for defining Vesting Plans, Stock Option Plans, and Share Types. Here's a straightforward guide to each function:
The Slidebean Cap Table Template includes several sheets designed to help you quickly review and share your company's equity structure:
This sheet provides a straightforward overview of the total number of shares issued, organized by stock option plans and funding rounds. It’s useful for quickly understanding how equity is divided at a high level. The detailed version breaks down each investor within your funding rounds and each employee within your stock option plans. It allows you to see precisely who owns what and how equity has been allocated at the individual level.
These sheets display your equity distribution visually, using easy-to-understand pie charts. The regular Cap Table sheet gives a general visualization, while the detailed version provides additional insights by showing the percentage of vested versus unvested shares, giving clarity on the ownership status for founders and employees.
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