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Fundraising

What is a cap table?

Quick Answer

A cap table (capitalization table) is a spreadsheet or document that shows a company's equity ownership structure — who owns what percentage, including founders, investors, employees with options, and any convertible instruments.

Detailed Answer

A capitalization table tracks every equity holder in a company, from founding through IPO or acquisition. It's the definitive record of who owns what.

A cap table typically includes: - **Common Stock** — Held by founders and employees - **Preferred Stock** — Held by investors (each series: Seed, A, B, etc.) - **Stock Options** — Employee option pool (granted and ungranted) - **Convertible Instruments** — SAFEs, convertible notes (not yet converted) - **Warrants** — Rights to purchase shares at a set price

Key information per row: - Name of holder - Type of security - Number of shares - Ownership percentage (fully diluted) - Investment amount and price per share - Vesting schedule and cliff dates

Why it matters: - Determines payout in an exit (waterfall distribution) - Required for fundraising due diligence - Governs voting rights and board control - Needed for employee offer letters (percentage context)

Best practices: Keep your cap table clean and updated in real-time. Use dedicated cap table software (Carta, Pulley, AngelList) rather than spreadsheets for anything beyond seed stage.

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