
Startup Cap Table Templates
What is a Startup Cap Table?
A Capitalization Table is a spreadsheet, typically used by start-ups or early stage ventures, that identifies the overall ownership structure of the company. The startup cap table depicts who owns what, how much each person/entity owns and what value is assigned to the stock they own – this can be in the form of equity shares, preferred shares, options and the many prices paid by stakeholders for such securities.
Who is included in the Startup Cap Table and how are they ordered in the Cap Table?
There are several actors on the Cap Table, though this depends on the enterprise and who takes part in the business plan. There can be founders, executives, key employees as well as investors.
In terms of order, founders are usually listed on top. This is then followed by executives and key employees with equity stakes, investors (i.e angel investors and VC firms) and lastly, other parties that may be involved in the business plan.
Is a Startup Cap Table complex?
A Startup Cap Table can vary in its complexity. For example, some may include new funding sources, mergers and acquisitions, public offerings or other potential transactions that do increase its complexity. In this scenario, it is included to increase the value of the enterprise, making it more attractive for prospective employees, investors and partners. Hence, it is ultimately dependent on the firm itself.
However, the complexity of a Cap Table changes over time. With more capital raised and potentially more actors being involved in your business plan, the cap table may become messy and hard to comprehend. This can occur when new agreements come into play with investors. They can bring along changes in liquidation preferences as well as different values for your equity, what you own and how much you have power over.
What makes up a Startup Cap Table Template?
There are some key aspects to a Cap Table. They are the following: post-money valuation, price-per-share, shareholders, how much shareholders paid for shares, and how percentage of ownership changes after pre and post-money.
These key elements making up the Cap Table build along the way by interconnecting with one another as well as being driven from the term sheet discussions.
How are the Key Elements Derived in a Startup Cap Table Template?
They can be derived using specific formulas. They are the following:
- Post-Money Valuation = Pre-Money Valuation + Total Investment Amount
- Price-Per-Share = Pre-Money Valuation / Pre-Money Shares
- Post-Money Shares = Post Money Valuation/ Price-Per-Share
- Investor Percent Ownership = Investor Shares / Post-Money Shares
Can I make my own Excel from a Startup Cap Table Template?
Building a Cap Table Is key to getting the hang of the technicalities that go into the investment for your start-up. For that reason, it is key to have one of your own. Nevertheless, constructing a cap table can seem daunting, but there are resources designed to simplify this. Cap Table templates can be found online additionally to step-by-step guides dedicated to facilitating the task for entrepreneurs.
For that reason, the Eloquens team has put all those Startup Cap Table Templates in one single platform. Below you will find excel files that only require you to enter inputs of your own and customize the cap table template to your enterprise, as well as guides on how to make a Cap Table Model from scratch.
Feel free to have a look on your own, below!
To understand even more about Startup Cap Table Models, feel free to have a look at the links below:
Most popular Templates
- Cap table for capital raise / buy in - by out and investor IRR and investment multiple forecast1,783Discussadd_shopping_cart$15.00
by HEURTEBIZE
Startup Cap Table Excel Model Template
A complete startup cap table to help you manage your fundraising with your investors.2,338Discussadd_shopping_cart$19.00by Mahender K. Punhani
Multiple rounds Cap Table including Safe, pro-rata rights and Management Option Pool
Multiple rounds cap table including SAFE conversion, Management option pool and investment performance (IRR) 3 scenarios653Discussadd_shopping_cart$39.00by HEURTEBIZE
Professional Cap Table Excel Template
Lawyer level quality Excel Cap table template for investors or startup founders874Discussadd_shopping_cart$389.00by Alexander Jarvis
Advanced multiple rounds Cap Table Model including SAFE an Management pool with 4 different structures
Multiple rounds cap table including SAFE conversion, Management option pool and performance (IRR) with 3 deal structures145Discussadd_shopping_cart$59.00by HEURTEBIZE
Cap Table with Investor Returns and Charts
Cap table with 5 investment rounds for up to 10 investors275Discussadd_shopping_cart$25.00by Andrei Okhlopkov
Ultimate Startup Cap Table and Return Analysis Excel Template
Sample cap table excel template with exclusive waterfall return analysis.3,8692add_shopping_cart$9.00by Alexander Jarvis
Venture Capital Exit Distribution Simulator
A flexible simulator for Exit distributions under different financing scenarios.155Discussadd_shopping_cart$95.00by Ben Scherer
Sweat Equity Document Kit
Get launched by issuing Sweat Equity quickly and easily. All documents and instructions needed are in this kit.320Discussadd_shopping_cart$99.00by Pro Forma
Startup Cap Table Excel Template
A fully customizable excel cap table template 💻 for startups 🌟 of all stages to use when raising capital 📈3,5781add_shopping_cart$6.00by Tim Demoures
S3 Cap Table Template
A cap table file to help entrepreneurs structure and understand their financing rounds and increase their performance8,0891add_shopping_cartfreeby S3 Ventures
Dummy Cap Table & Returns Analysis - Round B
Example Pro Forma Cap Table for a Series B company (three tranches of A, plus warrants)1,483Discussadd_shopping_cartfreeby Lindsay Meyer
Excel Cap Table with Waterfall for Start-Ups
Model for pre-funded start-ups showing pre-money and post-money financing.3,926Discussadd_shopping_cartEquity Calculator model with Option Pool Expansion
Model cap table designed for founders to find company value and equity impact.2,702Discussadd_shopping_cartfreeby Espinal
Sample Cap Table (Pro-forma)
Template for entrepreneurs to make their own capitalization tables.2,5631add_shopping_cartCap Table and Exit Waterfall Template for Excel and Google Sheets
A Cap Table and Exit Waterfall template for Entrepreneurs and Investors11,4938add_shopping_cartfreeby Taylor Davidson
priced Templates
Multiple investing rounds Cap Table
Cap table for capital raise / buy in - by out and investor IRR and investment multiple forecast1,783Discussadd_shopping_cart$15.00by HEURTEBIZE
Startup Cap Table Excel Model Template
A complete startup cap table to help you manage your fundraising with your investors.2,338Discussadd_shopping_cart$19.00by Mahender K. Punhani
Startup Cap Table Excel Template
A fully customizable excel cap table template 💻 for startups 🌟 of all stages to use when raising capital 📈3,5781add_shopping_cart$6.00by Tim Demoures
Ultimate Startup Cap Table and Return Analysis Excel Template
Sample cap table excel template with exclusive waterfall return analysis.3,8692add_shopping_cart$9.00by Alexander Jarvis
Multiple rounds Cap Table including Safe, pro-rata rights and Management Option Pool
Multiple rounds cap table including SAFE conversion, Management option pool and investment performance (IRR) 3 scenarios653Discussadd_shopping_cart$39.00by HEURTEBIZE
Professional Cap Table Excel Template
Lawyer level quality Excel Cap table template for investors or startup founders873Discussadd_shopping_cart$389.00by Alexander Jarvis
Advanced multiple rounds Cap Table Model including SAFE an Management pool with 4 different structures
Multiple rounds cap table including SAFE conversion, Management option pool and performance (IRR) with 3 deal structures145Discussadd_shopping_cart$59.00by HEURTEBIZE
Cap Table with Investor Returns and Charts
Cap table with 5 investment rounds for up to 10 investors275Discussadd_shopping_cart$25.00by Andrei Okhlopkov
Venture Capital Exit Distribution Simulator
A flexible simulator for Exit distributions under different financing scenarios.155Discussadd_shopping_cart$95.00by Ben Scherer
Sweat Equity Document Kit
Get launched by issuing Sweat Equity quickly and easily. All documents and instructions needed are in this kit.320Discussadd_shopping_cart$99.00by Pro Forma
Newly published
Cap Table and Exit Waterfall Template for Excel and Google Sheets
A Cap Table and Exit Waterfall template for Entrepreneurs and Investors11,4938add_shopping_cartfreeby Taylor Davidson
Cap Table with Investor Returns and Charts
Cap table with 5 investment rounds for up to 10 investors275Discussadd_shopping_cart$25.00by Andrei Okhlopkov
Venture Capital Exit Distribution Simulator
A flexible simulator for Exit distributions under different financing scenarios.155Discussadd_shopping_cart$95.00by Ben Scherer
Cap Table Template in Excel - Free Calculator
Capitalization Table Template - Download Free Excel Template1,591Discussadd_shopping_cartfreeby Henry Sheykin
Startup Cap Table Excel Template
A fully customizable excel cap table template 💻 for startups 🌟 of all stages to use when raising capital 📈3,5781add_shopping_cart$6.00by Tim Demoures
Multiple investing rounds Cap Table
Cap table for capital raise / buy in - by out and investor IRR and investment multiple forecast1,783Discussadd_shopping_cart$15.00by HEURTEBIZE
Multiple rounds Cap Table including Safe, pro-rata rights and Management Option Pool
Multiple rounds cap table including SAFE conversion, Management option pool and investment performance (IRR) 3 scenarios653Discussadd_shopping_cart$39.00by HEURTEBIZE
Advanced multiple rounds Cap Table Model including SAFE an Management pool with 4 different structures
Multiple rounds cap table including SAFE conversion, Management option pool and performance (IRR) with 3 deal structures145Discussadd_shopping_cart$59.00by HEURTEBIZE
Sweat Equity Document Kit
Get launched by issuing Sweat Equity quickly and easily. All documents and instructions needed are in this kit.320Discussadd_shopping_cart$99.00by Pro Forma
Shares Outstanding Calculator (DEMO)
An Excel model to compute the actual and weighted shares of the outstanding accrued in the various options pools.220Discussadd_shopping_cartfreeby ExcelModels
Post Money Safe Calculator
This is an Excel template of the Post Money Safe Calculator model864Discussadd_shopping_cartfreeby Alexander Jarvis
Start-Up Stock (Equity) Distribution Excel Model
A simple but powerful tool to let you calculate your ownership percentage after employee grants and fundraising.1,264Discussadd_shopping_cartfreeby Charlie Tillett
Professional Cap Table Excel Template
Lawyer level quality Excel Cap table template for investors or startup founders874Discussadd_shopping_cart$389.00by Alexander Jarvis
Capitalization Table Excel Template
This template is a useful tool for a startup company or early-stage venture to list all the company’s securities.898Discussadd_shopping_cartfreeby CFI
Startup Cap Table Excel Model Template
A complete startup cap table to help you manage your fundraising with your investors.2,338Discussadd_shopping_cart$19.00by Mahender K. Punhani
Ultimate Startup Cap Table and Return Analysis Excel Template
Sample cap table excel template with exclusive waterfall return analysis.3,8692add_shopping_cart$9.00by Alexander Jarvis
Full catalog
Multiple investing rounds Cap Table
Cap table for capital raise / buy in - by out and investor IRR and investment multiple forecast1,783Discussadd_shopping_cart$15.00by HEURTEBIZE
Post Money Safe Calculator
This is an Excel template of the Post Money Safe Calculator model864Discussadd_shopping_cartfreeby Alexander Jarvis
Startup Cap Table Excel Model Template
A complete startup cap table to help you manage your fundraising with your investors.2,338Discussadd_shopping_cart$19.00by Mahender K. Punhani
Excel Cap Table with Waterfall for Start-Ups
Model for pre-funded start-ups showing pre-money and post-money financing.3,926Discussadd_shopping_cartStartup Excel Cap Table Template - Eshares
Learn how a Startup Cap Table works with eShares simple and direct excel template.918Discussadd_shopping_cartfreeby Iman Malik
Startup Options Valuation Excel Model by Financing Stage
A straightforward option excel valuation model illustrating the impact of each financing stage on startup options.2,158Discussadd_shopping_cartfreeby David Teten
Cap Table and Exit Waterfall Template for Excel and Google Sheets
A Cap Table and Exit Waterfall template for Entrepreneurs and Investors11,4938add_shopping_cartfreeby Taylor Davidson
Capitalisation Templates with Waterfall Analysis
A solution, with examples, to help you manage all aspects of your company's cap table959Discussadd_shopping_cartfreeby Seraf
Cap Table Template
This Cap Table template perfect for first-time entrepreneurs to list a company's securities.2,726Discussadd_shopping_cartfreeby Matthew Nordan
Startup Cap Table Excel Template
A fully customizable excel cap table template 💻 for startups 🌟 of all stages to use when raising capital 📈3,5781add_shopping_cart$6.00by Tim Demoures
S3 Cap Table Template
A cap table file to help entrepreneurs structure and understand their financing rounds and increase their performance8,0891add_shopping_cartfreeby S3 Ventures
Start-Up Stock (Equity) Distribution Excel Model
A simple but powerful tool to let you calculate your ownership percentage after employee grants and fundraising.1,264Discussadd_shopping_cartfreeby Charlie Tillett
A Simple Capitalization Table Template
A quick example to get the hang of cap tables.1,861Discussadd_shopping_cartfreeby Nick Moran
Cap Table Template in Excel - Free Calculator
Capitalization Table Template - Download Free Excel Template1,591Discussadd_shopping_cartfreeby Henry Sheykin
Equity & Investment Cap Table Model Template
An Excel spreadsheet to model out cap table equity and dilution through your financing rounds2,394Discussadd_shopping_cartfreeby Giff Constable
Financial Model: Various Rounds of Investment Affecting Ownership, Waterfall Analysis, and IRR/Return Multiple Analysis
Excel Financial model for entrepreneurs looking to raise capital1,301Discussadd_shopping_cart- Have a Cap Table Template to share?
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