Cap Table Template

 

Don’t start from scratch. Download Carta’s free Cap Table Template to create your first cap table.

A cap table (capitalization table) is any document or spreadsheet that keeps track of who owns what and how much of the company.Sounds simple, but cap tables can get complicated quickly. Any time you raise a round, create an option pool, or have a liquidity event, it becomes harder to keep an accurate record of all the securities your company has issued and who owns them.

How to use our Cap Table Template

 

  • Download Carta’s Cap Table Template.
  • Input your authorized shares from your Articles of Incorporation (C-Corp) or Operating Agreement (LLC).
  • Enter your common and preferred stock (as applicable) and specify “Security Type” and “Share Class” from the drop-down list.
  • View your Summary Cap Table, auto-populated using our formula.

 

Advanced cap table software streamlines how you manage equity and scales as you grow. Over 35,000 private companies trust Carta for cap table management. If you’re an early-stage founder, we recommend our Starter plan, which includes a 409A valuation. Launch, our pre-seed plan, is available for free through our law firm partners (for companies with less than 25 stakeholders or $1M raised).

Fill out the form below to get started