Cap Table

Your cap table is the summation of all equity activity — shareholders, funding rounds, convertibles, and employee grants. It shows who owns what.

Understanding the Numbers

The summary shows three key figures: Outstanding Shares (currently issued), Fully Diluted (issued plus unallocated ESOP), and ESOP Utilization (how much of your option pool has been allocated).

Toggle between Outstanding and Fully Diluted views. Outstanding shows current voting power — shares actually issued. Fully diluted includes your entire option pool, which is how investors think about ownership. When negotiating, always think fully diluted.

Ownership Breakdown

View ownership by investor type (Founders, Investors, Employees) or by share class (Common, Preferred). The pie chart visualizes the distribution; the table shows exact numbers.

The full cap table lists every shareholder grouped by type, with their share class, share count, and ownership percentage. Funding history shows all rounds with valuations and price per share.

Building Your Cap Table

The cap table itself is read-only — it’s generated from the underlying data. To build it out:

1. Create shareholders — add founders, investors, employees, advisors
2. Record funding rounds — document your financing history
3. Add shareholdings — link shareholders to rounds with their specific allocations
4. Track convertibles — record SAFEs and notes that will convert later

Each piece feeds into the cap table automatically.