Cap Table Template

“Who owns the company?

What the value of the stake of each Shareholder?

How much profit are investors making?

Future Flow’s Cap Table (short for Capitalization Table) Template is built to allow quick and simple inputs by users, yet generates powerful, useful, insightful outputs.

As a native Google Sheets file you can access it wherever you go, you will not struggle with outdated file versions, and you can share it with your co-founders in a link.

Get the Free Cap Table Template Now

Current version: 3.1.3 published Oct 21st, 2021

Need more than 25 shareholders? Get the extension here.

Included Calculations

The Cap Table Template manages priced round (valuation is known) as well as convertible notes:

  • Priced Rounds
  • Convertible Notes
  • 500 Startups’ KISS
  • YC SAFE Pre-Money Cap, ie. 2013 documents
  • YC SAFE Post-Money Cap, ie. 2018 documents

Get Insights into your Cap Table

The template automatically generates useful, powerful and beautiful insights.

  • Valuation Over Time: Both per share and total company valuation, on a per round basis as well as time adjusted.
  • Dilution: Visual of dilution over time, by shareholder profiles, series and shareholders.
  • One Pager Summary: Including table of shareholders’ stake (with and without Employee Stock Options Plan – ESOP), value of stake, and pie charts of ownership. A simple dropdown allows you to go back in time and see the summary at any step of the business.
  • Investors Returns Calculations: Find the current and future value of each shareholders stake in the company, and their Return on Investment (ROI).

Flexible Template Covering Most Startup Cases

Which cases does the template cover? There you go:

  • Unlimited Rounds and Transactions: The template is flexible to add rounds as you need.
  • Up to 25 Shareholders: It can easily be extended for more. (Get the extension to 200 shareholders)
  • Both Priced Rounds and Convertible Notes: Many startups raise through convertible notes so we included it (with conversions in line with YC SAFE and 500 KISS template).
  • Transfer of Shares (Secondary Sales): The template allows to account for transfers, keeping the cap table complete and accurate.
  • Multiple Class of Shares: Monitor your cap table through 3 dimensions, class of shares, shareholder profiles and funding series.

When calculations are not automated, you can input the results of calculations done aside.

Clear Charts to visualise valuation and dilution

As Founders, you care about optimising the valuation of your company and keeping as much control as possible. The Valuation Charts and Dilution Charts show what happened and the latest ownership.

Easy Input and Clear Summary

As Founders, you care about optimising the valuation of your company and keeping as much control as possible. The Valuation Charts and Dilution Charts show what happened and the latest ownership.

Get the Cap Table Template Now

Current version: 3.1.3 published Oct 21st, 2021

Need more than 25 shareholders? Get the extension here.

More Resources to Master your Cap Table

We do workshops and training on Cap Tables. See the talk given at Echelon for example:

We help founders think through their Shareholders Agreement (better to do it when all is well, than when issues start appearing… No one want to lose their baby) and optimise their cap table.

Why not an Excel Template? We believe in the natively collaborative nature of Google Sheets 🙂 See Epic Sheets.

* Note, the sample is done using Carousell as an example, based on public data from CrunchBase and estimating potential investment by the different VCs. It is not real data.