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Cap Table Private Company Funding Model Funding round: Seed Date 1×1/2006 Co Sales (km) $ Value×Sales ratio Share price $0.286 Company Valuation (km) Persona Valuation $1.0 Cash from Investors $0.5
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How to fill out cap table

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How to fill out cap table?

01
Start by listing all the shareholders of your company. Include both individuals and entities.
02
Assign each shareholder a unique identifier, such as a shareholder number or initials. This will help you keep track of them in the cap table.
03
Next, determine the type and number of shares each shareholder owns. This could include common shares, preferred shares, or any other classes of shares your company has.
04
Calculate the percentage ownership for each shareholder by dividing their number of shares by the total number of outstanding shares.
05
Include any additional information about shareholders that may be relevant, such as their date of acquisition or any vesting schedules.
06
Update the cap table regularly to reflect any changes in share ownership, such as new issuances, transfers, or buybacks.

Who needs cap table?

01
Startups and private companies: Cap tables are essential for startups and private companies to maintain a record of their shareholders and their ownership percentages. This information is crucial for tracking investments, issuing new shares, or planning for future financing rounds.
02
Venture capitalists and investors: Cap tables provide venture capitalists and investors with an overview of a company's ownership structure. This helps them evaluate the investment potential and make informed decisions.
03
Legal and financial professionals: Lawyers, accountants, and other professionals involved in the legal and financial aspects of a company rely on cap tables to ensure compliance with regulations, facilitate mergers and acquisitions, or provide accurate financial reporting.
04
Employees: Cap tables can be helpful for employees who have stock options or equity grants as part of their compensation package. They can track their ownership stakes and understand the potential value of their equity.
05
Potential acquirers or IPO underwriters: When a company is considering an acquisition or going public, potential acquirers or underwriters will review the cap table to assess the ownership structure and determine the value of the company.
Overall, cap tables are an essential tool for various stakeholders to understand the ownership dynamics of a company and make informed decisions.
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Cap table, short for capitalization table, is a spreadsheet for a startup company or corporation that lists all of the company's securities such as common shares, preferred shares, options, and warrants, and who owns those securities.
The company's management team and shareholders are required to maintain and file the cap table.
To fill out a cap table, you need to list all the securities issued by the company, along with details on ownership percentages and any potential future dilution.
The purpose of a cap table is to provide a clear overview of the company's ownership structure, equity distribution, and potential future equity needs.
A cap table must include details on each class of securities issued by the company, the owners of those securities, and any convertible instruments or stock options.
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