Capitalization template: Creating a capitalization table, also known as the cap table, can be very important for startup companies, mainly when planning several funding rounds. This is to help anticipate the ownership stakes in a company by its shareholders when going through several games of raising financing, which inevitably will lead to dilution of existing shareholders when issuing common equity shares, preferred shares, share options, employee stock options, convertible bonds etc.
Sometimes, curating and making capitalization templates or cap tables can be a hefty and tricky task. It is evident to note that in today’s fast-paced world, everyone does not have the liberty in hand to make a whole cap table on their own. Moreover, it is always a more accessible and efficient option to go for a cap table template to make one’s job easier.
So we have made a list of some of the best free capitalization table templates for our readers.
1. Capitamization Table Template by Corporate Finance Institute
Corporate Finance Institute offers a varied range of finance excel templates. Their capitalization table template is easy to use and is not at all complex. Moreover, if you don’t know how to create a capsize table, you can learn quickly with their template.
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2. Wall Street Prep Capitalization Table Template
Wall Street Prep’s cap table helps analyze and calculate the equity ownership of a company in terms of numbers and types of shares. They also have an option for liquidating and constructive issues columns for individuals to ass as and when required.
3. Spreadsheets Cap Table Template
Spreadsheets offer a capitalization table template with an integrated database of institutional and employee shareholders. With their cap tables, individuals can Easily assign share allocations to the right investor and then drill down at any time to track and manage information about them.
4. Cooley Go Capitalization Table Template
Cooley Go has provided a well-integrated, easy to access database capitalization table template for its users. Moreover, their cap table template is highly recommended for a business if they are looking for a data enhancive sheet.
5. Cap Table Template by S3 Ventures
S3 ventures provide an easy to use cap table template for its users. Their table template has different stages of the cap table funding section. Additionally, they have an area where businesses can design their funding and shareholder investment systems without any hassle.
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6. Cap Table Template by Eqvista
Eqvista offers an enhanced cap table template. Their template is known to have the correct equity management data that a large scale corporation might require. Furthermore, their spreadsheet is straightforward to use. It can also be manually updated as and when required by the business.
7. Capitalization Table Template by Simple Sheets
Cap table template by Simple sheets makes it easier for businesses to track ownership, dilution, and equity value in each investment round. Moreover, their sheet is perfect for Pre-Seed, Seed and Series A startups. Their Cap Table is pre-built with formulas and a circle graph that updates as your data does.
8. VestD Cap Table Template
VestD Cap Table template is an essential type of table spreadsheet that offers an accurate view of a company’s ownership structure, especially if that company is heading towards a funding round or acquisition. Additionally, their free cap table template (spreadsheet) will help businesses track ownership. It is intended for non-complex companies.
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9. Cap Table Template by Carta
This cap table spreadsheet template by Carta is an easy to manage spreadsheet. Individuals do not have to worry about out-of-date or incorrect spreadsheets. It offers a list of potential customer feedback. Carta’s cap tables and ESOPs update in real-time so that businesses do not waste time on manual updates.
10. Fin Models Lab Cap Template
Fin Models Lab offers a varied range of cap template options. Their cap table template helps businesses calculate each shareholder’s percentage of ownership in the company. Cap tables are created first before other company documents in the early stages of a startup or venture. At the Capitalization Table, individuals can input different founders’ and investors’ contributions broken down by other founding dates with an additional share cost for each series.
11. Capitalization Table Template by Finance models
E-Finance Models offer a simple cap table template which is beneficial for raising funds, financial modelling and growing company funds. Furthermore, their template has a simple interface that can be customized according to the type of business and sub-shareholders.
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