Cap Table Management

What is a Capitalization Table?

  • A company’s Capitalization Table provides an analysis of all shareholders’ percentage of ownership, equity dilution, and value of equity in each round of investment.

    So when asked the question ‘What is a Capitalization Table?’; simply put, a cap table provides the snapshot of the ownership structure of an enterprise.

    After several rounds of financing, a company CAP Table can become highly complex as can the detail behind who owns equity in a company.

    Many companies maintain this information on a CAP Table spreadsheet meaning that the margin for manual error is high.

    The Global Shares CAP Table solution allows private companies to maintain both their equity records and capitalization table all under one comprehensive on-line solution.

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CAP Tables Explained

Global Shares capitalization table software allows the CAP table reporter to run CAP Table reports in multiple formats and layouts.

The most popular Capitalization Table output is to list shareholders in a column on the left side of the table and describe each investment round (such as Series A, Series B etc.) across the top of the CAP table. Founders can be listed first, followed by executives and key employees with the highest equity stakes, and then investors such as angel investors and venture capital firms for each round.

This is just one CAP Table output of many.

While the capitalization table may seem like a basic table, it is a critical component in the growth and evolution of a successful company. Access to sufficient capital is vital for the early success of a start-up private company, and the capitalization table is an important tool for recording stock ownership levels as the company advances its growth plans.

  • CAP Table Reporting

    Creating comprehensive CAP table reports for board meetings and due diligence inquiries is an ongoing requirement for companies along with being able to review comprehensive analysis of the founders’ and investors’ percentage of ownership, equity dilution, and value of equity in each round of investment.

  • CAP Table Reliability

    Give your CFO the peace of mind that your stock ownership structure has been captured correctly and can be accessed and reported on within minutes.

  • Accurate & Automated Capitalization Table

    Maintaining an accurate and systemized capitalization table is a must for every private company to ensure that that their equity ownership structure is clearly defined.

  • Share Ownership Ease of Tracking

    Your Cap Table tool should facilitate tracking of all ownership levels with associated reporting being generated with ease without the complicated hassle of CAP Table spreadsheets.

Capitalization Table Scenarios

Being able to run ‘What if?’ scenarios with your CAP table should be a key component of any CAP Table Software.

Look at future vesting events, model weighted share calculations, run complete waterfall analysis or ‘what if?’ analysis based on various corporate events including stock splits and option re-pricings.

Capitalization Table Software Solutions

    • Ability to track shareholder details
    • Track all founder, investor and employee demographic and contact details
    • Include the facility to tag fields such as ‘Is > 10% Stockholder’ and ‘ Is Beneficial Owner’ to shareholders to facilitate reporting
  • Cap Table Management

Tracking an accurate Capitalization Table is important for every private company to understand.

It helps to maintain that company’s ownership structure and also helps to anticipate the impact of corporate events such as IPOs, acquisitions and mergers on that ownership structure.