Cap table in excel
It is an up to date record of all the shareholders (employees, investors, and founders).
A cap table (capitalization table) is a summary of who owns the equity of your company. In short, it is an up to date record of all the shareholders (employees, investors, and founders). A cap table can be prepared in two main ways:
- With Online software like Eqvista, Capshare, etc.
- Using Microsoft Excel
Before the technology to create detailed cap tables came into the market, cap tables were created in Excel. In fact, a lot of people still prefer to use excel to create their cap table. However, as the company grows and it’s equity becomes more complicated, it becomes difficult to hold all the details of this on an excel sheet.
Not only does sophisticated online software show the equity and fully diluted share ownership of a company, it also can create detailed exit rounding, series investments, waterfall analysis that cannot be captured well on Excel.
An example of a simple cap table of a startup has been shared below:
As the company grows and the cap table becomes more complicated, these details would become increasingly difficult to hold on an excel sheet, and share with multiple shareholders of the company. This is the reason why cap table applications have come into the market.
Check out the Eqvista cap table application and keep up to date on all your company shares. And if you want to know more about captables, Eqvista can help you out.