Startup Cap Table Excel Template
Originally published: 30/05/2017 14:13
Last version published: 17/05/2020 21:04
Publication number: ELQ-32215-15
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Startup Cap Table Excel Template

A fully customizable excel cap table template ๐Ÿ’ป for startups ๐ŸŒŸ of all stages to use when raising capital ๐Ÿ“ˆ

Description
At the Collaboration and Project Management Software Startup, Wimi (www.wimi-teamwork.com) I am notably in charge of Investor Relations and handling the fundraising process. ๐Ÿ’ฒ

Keeping an eye ๐Ÿ‘€ on the global equity split each year๐Ÿ“…, especially when past investors decide to reinvest, was a challenge, so I used an excel cap table to monitor the global picture. ๐ŸŒŽ๐Ÿ–ผ

Knowing that this is a challenge for many entrepreneurs ๐Ÿ‘จโ€๐Ÿ’ผ and Venture Capitalists ๐Ÿ‘ฉโ€๐Ÿ’ผ, I decided to publish this cap table for others to use and build upon. ๐Ÿ—๐Ÿ‘ทโ€โ™€๏ธ

This model is comprised ofโžก 6 tabs enabling you to successfully model ๐Ÿ‘Œ๐ŸŽ‰ your fundraising and cap table structure throughout the life of your startup๐ŸŒŸ.

As of May 2017, Wimi has successfully already raised 2,5M โ‚ฌ in 7 rounds using this Excel Cap Table. ๐Ÿ’ฐ๐Ÿ˜ฑ

Hope this can be useful for you! ๐Ÿ˜Š

Don't hesitate to ask questions โ“โ” in the discussion feed below โฌ‡ or directly via my Eloquens Profile ๐Ÿ’ฌ.

Good luck! โ˜˜
-Tim

PS: I'm currently VP at adVentures Startup Studio ๐ŸŒŸ (Startup Studios are organisations whose role is to create startups from the idea stage to a concrete viable business, ready for exit) and Managing Director of Eloquens.com ๐Ÿ’ผ, feel free to reach out to me if you see any potential synergies with your business/startup. โ—€

This Best Practice includes
1 Excel Cap Table

Acquire business license for $9.00

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Further information

This Excel File Includes:
- 7 Cap Table Summaries
- 1 Round Follow Up Cap Table
- Graphs and Main Evolution of Equity Split Graph

Who is it for:
- Startup Founders
- Startup Managing Directors
- Venture Capital Firm Analysts
- Fundraising Consulting Firms
- Finance Managers
- Startup Studios, Incubators & Accelerators
- Business Angels

All editable cells are in orange, all others are calculated automatically.
All numbers in the template are fictive and to be replaced with your own.

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Discussion feed for Startup Cap Table Excel Template

The user community and author are here to help. Go ahead!

  • Thomas Phillips
    I am willing to donate if this fits my need. It's been a long time since I had to do this, but does the spreadsheet automatically calculate the number of shares and percentages give the investment dollars and anti-dilution requirements? As I remember that is a complicated iterative process.
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    4.7 / 5 (60 votes)

    please wait...