The Ultimate Cap Table Template 📈

Use this as a financial compass to guide you through the equity landscape 🧭

👋 Hey, Linas here! Welcome to a special issue of my daily newsletter. Each day I focus on 3 stories that are making a difference in the financial technology space. Coupled with things worth watching & most important money movements, it’s the only newsletter you need for all things when Finance meets Tech. If you’re reading this for the first time, it’s a brilliant opportunity to join a community of 210k+ FinTech leaders:

In the fast-paced world of startups and investments, understanding and managing ownership can be the linchpin to success. At the heart of this is the cap table, a ledger of clarity and insight.

At its core, a cap table is your company’s equity storybook. It lists all the securities of a company — from common stock and preferred stock to intricate instruments like convertible notes, SAFEs, options, and warrants — and most importantly, who owns them.

Why it matters? An organized and current cap table is more than just a ledger - it's your strategic compass. An accurate and organized cap table is pivotal in navigating decisions around fundraising, charting employee stock plans, or evaluating acquisition overtures.

That’s why today I’m excited to share The Ultimate Cap Table Template. It’s an excellent resource that will help you:

• Build and interpret cap tables at different stages of funding.

• Illustrate & understand how ownership changes with the valuation in new investment rounds.

• Demonstrate how different funding methods impact your capital structure.

• Make diligence processes with investors more efficient.

So in the complex dance of numbers, ownership, and stakes, leverage this Cap Table Template and allow it to be your choreographer. Let it streamline your equity narrative, allowing you to focus on what truly matters - growing and scaling your vision 👇🏼

+ to really master your startup's finances, I’m also sharing another Startup Cap Table & Returns Model Template along with a list of 2500+ investors that accept cold outreach from founders. Let’s go build!