Cap Table

Back to all materials XLSX · SPREADSHEET FINANCE Cap Table

Visualize equity holdings and the effects of new transactions. An editable spreadsheet with a ready-to-use structure for entering data, reviewing assumptions, and tracking changes.

What is it for?

Visualize equity holdings and the effects of new transactions.

What you receive Cap Table in XLSX — Spreadsheet Practical guidance: visualize ownership stakes and the effects of new transactions. Tabs and fields organized for working with data in Excel or a compatible editor. Receive the material by email.

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Name Professional email WhatsApp Job title Select an option Business partner or Founder President or CEO Vice President or C-Level Director Manager Coordinator Supervisor Analyst Revenue Choose an option We have no revenue yet Up to R$250 thousand per year From R$250 thousand to R$500 thousand per year From R$500 thousand to R$1 million per year From R$1 million to R$5 million per year From R$5 million to R$10 million per year From R$10 million to R$50 million per year From R$50 million to R$500 million per year Above R$500 million I agree to receive content, updates, and communications from SOCEO. Receive material by email Requested material: Cap Table Move the discussion toward a concrete decision.

Use Cap Table before a finance meeting, during a team diagnostic or as a basis to record the next step.

FORMAT XLSX · Spreadsheet DELIVERY Individual link by email Questions about Cap Table When should I use this simplified cap table? What data must I enter to calculate ownership stakes? Is the template still sufficient after new funding rounds and option plans? Is the material free? How do I receive it? Can I use it with my team?