Company Cap Table
Track a company's equity ownership details.
By
AnyDB
The Company Cap Table template in AnyDB provides a structured and comprehensive view of a company's equity ownership. It allows businesses to track shareholder allocations, option grants, voting and non-voting shares, and fully diluted ownership percentages—all within a spreadsheet-style layout that is easy to interpret and update.
Suitable for
Description
This template is built to reflect the complete capitalization structure of a company. It includes rows for shareholders, option holders, and unallocated shares, along with corresponding columns for voting shares, non-voting shares, total ownership, percentage ownership, and fully diluted values.
A dynamic badge displays the total company valuation, while formula-driven cells calculate totals, ownership percentages, and voting rights. It also tracks equity considerations, making it suitable for use in investor communications, internal equity reviews, and due diligence scenarios.
Key Data Stored
- Shareholder and Option Holder Names
- Shares Issued – Separated into voting and non-voting shares
- Options Granted – Listed by holder and total pool availability
- Total Shares Outstanding
- Ownership Percentages – Based on issued shares and fully diluted calculations
- Voting Rights Percentages – Voting share distributions and influence
- Equity Consideration – Implied or actual dollar value attributed to equity
- Company Valuation Badge – Displayed prominently for reference
Business Use Cases
- Cap Table Management – Maintain an up-to-date view of share ownership across common, preferred, and option holders
- Fundraising Preparation – Generate clean, investor-ready snapshots of current capitalization
- Equity Compensation Planning – Monitor and allocate available options for employees or advisors
- M&A Due Diligence – Provide detailed ownership breakdowns for acquirers or legal teams
- Board Reporting – Share equity status with leadership or board stakeholders
Why This Template is Powerful
- Fully Structured View – Captures total ownership, voting rights, and equity value across all holders
- Formula-Driven Calculations – Automatically calculates ownership %, total shares, and valuation allocations
- Visual Totals and Badges – Simplifies stakeholder communication through summaries and visual cues
- Option Pool Tracking – Highlights granted and unallocated shares in real-time
- Investor-Ready Format – Export-friendly and compatible with data rooms or internal reviews
This cap table template offers transparency, flexibility, and accuracy—making it an essential tool for managing a company's equity structure with confidence.