Company Shareholder

Description

This template tracks detailed shareholder information, including name, email, number of shares owned, type of shares (Common or Preferred), options granted, vesting schedule, and amount invested. It includes a notes section for context and supports badges for quick reference to shares and options at a glance.

A dynamic title is generated based on the shareholder’s name and holdings, e.g.,
"Company Shareholder – Jane Doe: (10,000 Shares) + 2,000 Options"

The layout is structured for ease of input and reading, with locked headers and formatting to reduce error. The vesting schedule supports dropdown selection (e.g., "4-year with 1-year cliff").

Key Data Stored

• Shareholder Name
• Shareholder Email
• Number of Shares Owned
• Share Type – Common or Preferred
• Options Granted
• Option Vesting Schedule – Selectable (e.g., 4-year with 1-year cliff)
• Investment Amount – Formatted as currency
• Additional Notes
• Visual Badges – Highlight share count and options for quick scanning

Business Use Cases

• Cap Table Management – Track share and option holdings across all investors or employees
• Investor Relations – Maintain contact info and notes for stakeholders
• Equity Auditing – Reference investment and equity allocation during fundraising or diligence
• Board & Legal Reporting – Provide snapshot summaries of ownership
• HR & Compensation – Monitor equity issued to team members or advisors

Why This Template is Powerful

• Badge-Based Visibility – Share and option counts are visually emphasized
• Dropdown-Driven Vesting Logic – Helps standardize equity tracking across templates
• Investment Amount & Notes – Adds financial context and admin communication
• Reusable Across Stakeholder Types – Works for founders, employees, and external investors
• Ready for Cap Table Integration – Can roll up into dashboards for ownership summaries

This template transforms complex shareholder data into a clean, visual record—ideal for tracking ownership as your company grows.