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Startup Cap Table Template

Template for Startup Cap Table. Customize this template for your specific needs.

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This document may have legal or financial implications. We recommend having a qualified professional review the final version before use.

Document: Startup Cap Table

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Version 1 • Last updated 6/4/2026

Startup Cap Table

Company: [Company legal name] As of: [Date] Prepared by: [Name / role] Basis: Fully-diluted (includes the full option pool and all convertibles as converted)


1. Shareholders & equity holders

HolderSecurity typeSharesFully-diluted %
[Founder 1]Common stock[shares][%]
[Founder 2]Common stock[shares][%]
[Angel / advisor][Common / SAFE-as-converted][shares][%]
[Lead investor]Preferred stock[shares][%]
Option pool (ESOP)Reserved options[pool shares][%]
Total (fully diluted)[total shares]100%

Tip: the option pool row covers BOTH granted and ungranted reserved shares. Break out individual grants in a separate sheet if you need detail.

2. Option pool detail (optional)

GrantHolderSharesStatus
[Grant 1][Employee][shares][Granted / vesting]
[Grant 2][Advisor][shares][Granted]
Unallocated[shares]Reserved
Pool total[pool shares]

3. Convertibles (SAFEs / notes) — pre-conversion

InstrumentHolderAmount investedValuation capDiscountConverts at
[SAFE 1][Investor][$amount][$cap][%][Next priced round]
[Note 1][Investor][$amount][$cap][%][Next priced round]

Convertibles are NOT counted in the share table above until they convert. Model their conversion before any priced round so you can see the real dilution.

4. Round terms (most recent round)

  • Round: [e.g., Seed]
  • Amount raised: [$amount]
  • Pre-money valuation: [$pre-money]
  • Post-money valuation: [$pre-money + amount raised]
  • Price per share: [$post-money / fully-diluted shares before the round]
  • New shares issued: [shares]
  • Option pool change: [e.g., topped up to [%] of post-money, pre-money]

5. Notes & assumptions

  • [State whether percentages are issued or fully-diluted — they should be fully-diluted.]
  • [Note any vesting schedules, cliffs, or share transfer restrictions.]
  • [List any special rights: liquidation preference, anti-dilution, board seats.]
  • [Record who maintains this cap table and where the authoritative copy lives.]

This template is a starting point, not legal, tax, or financial advice. Have your numbers and terms reviewed by a qualified lawyer and accountant before relying on them.

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About this Template

Part of the Startup Cap Table document collection

Document Type

Startup Cap Table

A capitalization table tracking who owns what: shares, options, and ownership across founders and investors.

Complexity

moderate

Format

form