Cap Table Template

June 01, 2013

⬢

We typically use this cap table template to do scenario planning with startups to help explore and attempt to answer a variety of questions. What will the founder & early employee equity split be? How much will you raise from friends & family? What will your next round / valuation be?

This template was created by Ed Levinson, an angel investor, advisor, and all around startup expert in Vancouver.

More:

• Get the template as a Google Doc template - you’ll need to File > Make a copy to use it on your own
• Mark Longo, a great Vancouver-based startup tech lawyer with LaBarge Weinstein, helped give a presentation that is a great backgrounder for cap tables: Founder Agreements, Cap Tables, & Valuations (PDF)
• We’ve been experimenting with Truequity, an online cap table management tool. Our spreadsheet is currently easier to do scenario planning with, but Truequity is more complete, and also handles convertible notes (now Exact Equity, acquired by NASDAQ Private Market)
• Our recommended online captable tool is Captable.io