Article

Choosing the Right Cap Table Platform

Cooley GO · cooleygo.com Free Intermediate

A startup law firm on when a company should move its cap table from a spreadsheet to a platform, and what to look for in one.

  • Move off the spreadsheet once you grant options or have several investors.
  • Pick a platform your lawyers and investors can work with.

The question it answers

  1. What is a cap table, and how do I keep one?

Read with it

  1. For Indian founders the cap table is where diligence most often gets messy (SAFEs, convertible notes, ESOP grants, and vesting... qapita.com Tool · SaaS platform Qapita: Cap Table & ESOP Management for Indian Startups Qapita
  2. Written by EquityList, the India-based cap table platform, so it speaks to founders managing ESOP pools and dematerialised... EquityList Article · 12 min read Founder Ownership by Round: How Equity Dilution Really Works EquityList
  3. This is the spreadsheet to actually model your cap table forward three rounds before you sign the first term sheet. It adds... Foresight Template · spreadsheet template Cap Table and Exit Waterfall Modeling Tool (Foresight) Foresight (Taylor Davidson)
  4. This is the clean-cap-table companion to the dilution math: it names the six specific things that scare a first lead investor,... StartupBOS.org Article · 8 min read Cap Table Mistakes to Avoid When Preparing to Raise Your Next Round StartupBoston
  5. A plain guide to what a cap table tracks, how to read one, spreadsheet versus software, how it differs from a balance sheet,... pulley.com Article · 15 min What is a cap table? Pulley
eChai Partner Brands The partnership →