Cap Table Template Convertible Note

Cap table template a capitalization table or cap table for short is a list of a company s securities common stock preferred stock options warrants etc and who owns those securities.

Cap table template convertible note.

Continuing from our pre investment cap table example our startup currently has two founders three employees an option pool and no investment well let s change that last statement. Supports convertible notes pre money and post money safes. Typically when a series a funding round is undertaken it will also trigger the conversion of convertible loan notes into equity shares in the business and this also needs to be reflected in the series a cap table. This guide has overview of what a cap table is detailed examples and a free excel template to download and make your own cap table.

A series a cap table is used to show the effect on the percentage ownership of a business following the introduction of series a investment. The date is july 1 2016 and we successfully received a total investment of 150 000 100 000 investment from angel investor 1 and 50 000 from angel 2 in the form of a convertible note. This is the 13th part of the pro cap table training course where we deal with accounting for convertible debt and warrants. In this series we go through the basics you need to know then worksheet by sheet so you know how to make a seriously kick ass cap table.

A capitalization table is a spreadsheet for a startup company or early stage venture that lists all the company s securities such as common shares preferred shares and who owns them. Enter pro forma cap table data series a goals option pool. Model priced funding rounds with convertible instruments to understand founder dilution in captable io.