A cap table template for Google Sheets is useful for managing equity ownership, facilitating investment decisions, and supporting startup growth and valuation.
Access our free Google Sheets cap table template here.
Please do not request edit access. To make a copy, go to 'File' and select 'Make a copy’. Before you start, make sure to read the instructions below. This will help you understand which parts to fill in and which parts not to edit.
Follow the steps below to use the Google Sheets cap table template.
Replace the default names with your company name and the real names of your company's shareholders.
These could be founders, employees, or investors.
If your company has more people in any category, add rows where they fit. For example, if you have a third founder, click on the row under "Founder #2" and insert a new row there.
For each shareholder, enter how many common shares they have. Only change the cells with a green background.
If people have options, put the number in the options column. Remember, options are like promises for shares in the future.
In the Series A column, write how much money each investor put in. This part is important for understanding how much of the company they own.
Confirm the price per share for Series A. Also, decide if these shares have special rights, like getting money back first in a sale.
Make sure all the formulas in the sheet are correct. They automatically calculate totals and percentages based on your inputs. Look over your cap table to make sure everything is right.
If things get complicated, it might be a good idea to talk to a lawyer or accountant. They can help make sure your cap table is set up properly.
We hope that you now have a better understanding of how to use our free cap table template for Google Sheets. If you enjoyed this article, you might also like our article on our Google Sheets class schedule template or our article on our free work order template for Google Sheets.
