Our Capitalization Table model offers you a ready-made, flexible and robust solution for tracking investment activity.
It allows you to concentrate on planning and tracking your business, rather than spreasdsheet construction.
Fully Customizable
Create a report that exactly suits your needs. Specify number of investment rounds and dates, types and series of securities, currency symbols, date formats. Turn on/off optional features, all in a simple online form.
There’s nothing to install or learn.
Easy to Use
Your spreadsheet has a logical and intuitive layout that includes:
- A carefully arranged layout
- Comments on every variable table
- Collapsible groups hide detail until needed
- Easy to understand symbolic formulas
- Easy modifiable data and preferences
Compare Features
The Capitalization Table model has three versions for businesses of
different size and complexity.
All versions provide you with:
- Types and series of securities
- Investment rounds
- Investments and share units
- Conversion & exercise of securities
- Payout and return on investment
The Pro and Power Pro versions also include:
- Founders' non-cash contributions
- Investors & investor groups
- Investment scenarios
- Valuation scenarios
Go to the Features tab to see which Features are available in each version.