Cap Table for startups is a simple sheet that provides a clear understanding of the ownership of the company, percentage of owners, equity dilution, value of equity in each round of investment by founders and investors.

Cap Tables can help startups understand: 

• Help Startups to understand the shareholding pattern (pre & post-investment).
• It eases the analysis which founders / others may find difficult to tackle.
• It gives accurate results based on your valuable inputs.

Download the CapTable working sheet here.

Introduction to CapTable for startups

As a startup founder, you'll be involved in activities like raising funds, making transfers, determining the shareholding pattern, analyzing the investment effects on their holding, final shareholding post-investment, etc.

All these above activities require you to consult with a professional / advisors, to understand the appropriate analysis. Generally, we must analyze at every stage considering the agreed terms with investors and transferees.

Considering the immense requirement of this, Treelife Consulting has prepared a sample format of CapTable for startups that provide accurate analysis and formula-driven results which will ease the efforts and understanding of the startup's founders.

Our CapTable drives the following features:

• Complete analysis package at multiple intervals.
• Requisite Intervals considered – Initial shareholding, Transfers, ESOPs, 2 rounds of investments.
• Provide the number of shares held by each founder / investor at every interval.
• Provide the ratio to total shares held by each founder / investor at every interval.
• Explain the analysis of shareholding from the early stage at a Quick look.
• Pie-Charts enlighten the complete analysis.

Let’s explore how to unlock the working of this package with our expectations, step-by-step.

Steps to follow to analyze Cap Table for startups:

We have given below steps with images to make you comfortable with this tool.

1. Download the working and open in a suitable device.  (welcome screen will appear)

2. Click on guidelines, please go through it to avoid difficulties in understanding the requirements and working of the sheet

3. Go to the pre-requisite section fill the requested details in tables with appropriate input.

Table 1 –

Select the appropriate responses like name of the company, no. of founders, transfer details, ESOP, investment round and details, etc.

Table 2 - Provide the founder's name and their holding shares

Table 3 - Provide the transferee's name and their proposed shares

Table 4 & 5 - Provide the investor's name and their proposed share in respective rounds.

4. Considering the filled information in the pre-requisite, the main working will auto-populate and calculate the details.

5. Have a look at the main working sheet, review it, and make sure the results are as per your expectation.

6. The main working will operate basis the details of the investment, for which separate analysis is made besides the working. Just have a look at it.

7. At Last, for a quick look, move to the chart analysis section.

8. In case of any difficulty/ queries, please do contact us (details mentioned in the working)

Conclusion:

Cap Table for startups sheet offers the formula-driven product basis the appropriate inputs. It makes trouble-free analysis in simple steps. We have considered very simple and sample assumptions to make it robust. In case of any additional requirements, do contact us, details mentioned on the cover page of the working.

We care for the challenges and troubles that you face in making your organization at best.

We simplify your business so that you can spend time on things that matter.

Happy to hear from you,

Treelife Team