Cap Table Summary Template

Cap Table Summary Template: a polished, practical template for startups & fundraising work.

Template preview

A clean, editable document structure ready for your details.

Cap Table Summary

As-of date and scope

[Source ledger and as-of timestamp]


Ownership summary

[Holder, security type, quantity, and ownership basis]


Fully diluted bridge

[Reserved pool and unallocated options]


Options and warrants

[Outstanding convertibles and conversion assumptions]


Financing history

[Scenario selected for the summary]


Scenario notes

[Reviewer and reconciliation exceptions]


Reconciliation and sign-off

[Reconciliation and sign-off: decision, evidence, owner, constraints, and next action]


Measurement and Ownership

Measure or deliverable Baseline or input Target or acceptance condition Source Owner Review date
[Fully diluted ownership] [Current state] [Target or acceptance condition] [System or evidence source] [Accountable role] [Date]
[Issued shares] [Current state] [Target or acceptance condition] [System or evidence source] [Accountable role] [Date]
[Option pool percentage] [Current state] [Target or acceptance condition] [System or evidence source] [Accountable role] [Date]
[Dilution under next round] [Current state] [Target or acceptance condition] [System or evidence source] [Accountable role] [Date]
[Convertible principal] [Current state] [Target or acceptance condition] [System or evidence source] [Accountable role] [Date]