Where to Download a Cap Table Example Template in Excel

A Cap Table or a capitalization table is a spreadsheet of data best prepared for startup businesses or early ventures that need to keep track of all the business’s securities such as stocks, preferred shares, warrants, etc. and who owns those securities. Basically, a cap table’s purpose is to tell the user ‘who owns what’. Hence, the best time to create a cap table is before other documents start to pile up since, after several times of financing, a cap table can become more complex as it adds up other lists such as sources of financing, initial public offerings, mergers and acquisitions, and other transactions.

With a cap table prepared as you start your business, you can always use it as a reference for the stockholders as well as for you to keep track of all the shares and who owns them. Creating a cap table is actually very simple. The most common way to make a cap table is in a spreadsheet form. Its form must be simple and in an organized layout as to clearly show the information needed to be conveyed e.g. number of shares.

The usual format is to list the name of investors/security owners on the first column (Y-axis), while the type of securities should be listed on the rows (X-axis). Cap tables must also be kept updated at all times which made possible by using Excel so that you can make good decisions to further raise your capitalization. Cap tables are also very useful when you’re considering new financing, as you can run different simulations from different assumptions.

However, if you don’t have the time to build a cap table from scratch, you can just download a cap table example template in Excel instead. You can try out these financial model templates with a Cap Table example included and simply choose which template fits more your business case with a cap table example template in Excel. You can, of course, also download other templates for different use cases at eFinancialModels, a platform that provides various financial model templates created by financial modeling experts.