🎉   Announcing our $5.5M Series Seed Funding. Read more ...

Cap Table with Shareholder Database

By
Spreadsheet.com
4
Worksheets
Cap Table with Shareholder Database
Overview

This capitalization table (cap table) template includes an integrated database of shareholders, both institutional investors and employees. Easily assign share allocations to the right investor, and then drill down at any time to track and manage information about them. A cap table is designed to show the equity capitalization for a company. Cap tables are most commonly used by startups and early-stage businesses but all types of companies may use them. In general, the cap table is an intricate breakdown of a company’s shareholders’ equity including common equity shares, preferred equity shares, warrants, and convertible equity.

More templates from these categories
Finance & Accounting
Explore all →
Asset Management
Asset Management provides a central place to keep track of computers, office equipment, and anything else that is owned or maintained by the company. Link assets to rows in the Vendors worksheet to track where each asset was purchased from. Monitor total asset spend and amount written off. Link assets to employee rows in a different workbook to track who is using each item.
Asset Management
Asset Management provides a central place to keep track of computers, office equipment, and anything else that is owned or maintained by the company. Link assets to rows in the Vendors worksheet to track where each asset was purchased from. Monitor total asset spend and amount written off. Link assets to employee rows in a different workbook to track who is using each item.
Loan Amortization Calculator
See your balance and interest payments on any loan with this free spreadsheet loan calculator. Enter the loan amount, interest rate, loan duration, and start date.
Loan Amortization Calculator
See your balance and interest payments on any loan with this free spreadsheet loan calculator. Enter the loan amount, interest rate, loan duration, and start date.
Applicant Tracking with Hiring Budget
This Applicant Tracking with Hiring Budget template serves as a database for candidates and their resumes, a central location for information about each job opening, and a detailed budget model that forecasts next year's new headcount expenses based on expected salary and start date. Candidates are linked with jobs and hiring managers can easily collaborate with recruiters and HR on candidate status, feedback, etc. Kanban views make it easy to manage moving candidates and job openings through the interview and job opening lifecycle.
Applicant Tracking with Hiring Budget
This Applicant Tracking with Hiring Budget template serves as a database for candidates and their resumes, a central location for information about each job opening, and a detailed budget model that forecasts next year's new headcount expenses based on expected salary and start date. Candidates are linked with jobs and hiring managers can easily collaborate with recruiters and HR on candidate status, feedback, etc. Kanban views make it easy to manage moving candidates and job openings through the interview and job opening lifecycle.
Invoice
Use this invoice template to create and customize your own invoices to your clients. An invoice is a document used to itemize and record a transaction between a vendor and a buyer. Typically, a business sends an invoice to a client after they deliver the product or service. The invoice tells the buyer how much they owe the seller and sets up payment terms for the transaction.
Invoice
Use this invoice template to create and customize your own invoices to your clients. An invoice is a document used to itemize and record a transaction between a vendor and a buyer. Typically, a business sends an invoice to a client after they deliver the product or service. The invoice tells the buyer how much they owe the seller and sets up payment terms for the transaction.
Purchase Order
Purchase orders (POs) are documents sent from a buyer to a supplier with a request to purchase products or services. Each PO includes a number for tracking the order, as well as the types of items, quantity, and agreed upon prices. PO's often serve as official confirmation of an order.
Purchase Order
Purchase orders (POs) are documents sent from a buyer to a supplier with a request to purchase products or services. Each PO includes a number for tracking the order, as well as the types of items, quantity, and agreed upon prices. PO's often serve as official confirmation of an order.
Quote
A quote is a document that gives a fixed price for a product or service. It is an agreement between a customer and a vendor to provide services and products at an agreed-upon price. The price usually only applies to a certain time frame. For example, a quote might say: “valid for 60 days.” A small business can prepare a quote to protect themselves from fluctuating prices. Once a customer accepts a quote, it is typically converted into an invoice.
Quote
A quote is a document that gives a fixed price for a product or service. It is an agreement between a customer and a vendor to provide services and products at an agreed-upon price. The price usually only applies to a certain time frame. For example, a quote might say: “valid for 60 days.” A small business can prepare a quote to protect themselves from fluctuating prices. Once a customer accepts a quote, it is typically converted into an invoice.
Blog Editorial Calendar
This template acts as an organizational hub for managing a well-planned content calendar, which is critical for content creators. With your strategy planned out on single calendar, it’s easy to keep organized, stay ahead of deadlines, and maintain productivity. In addition, it's the easiest way to keep everyone on your team in sync.
Blog Editorial Calendar
This template acts as an organizational hub for managing a well-planned content calendar, which is critical for content creators. With your strategy planned out on single calendar, it’s easy to keep organized, stay ahead of deadlines, and maintain productivity. In addition, it's the easiest way to keep everyone on your team in sync.
Product Launch Plan
Plan and manage all tasks related to a product launch such as product research, marketing materials, sales materials, and a timeline of activities. Assign tasks to owners. View tasks by status in a Kanban board. Filter tasks by status and due date to make sure you don't miss any deadlines. Shared views for "My tasks" allow collaborators to focus only on their deliverables.
Product Launch Plan
Plan and manage all tasks related to a product launch such as product research, marketing materials, sales materials, and a timeline of activities. Assign tasks to owners. View tasks by status in a Kanban board. Filter tasks by status and due date to make sure you don't miss any deadlines. Shared views for "My tasks" allow collaborators to focus only on their deliverables.
Simple CRM
CRM (Customer Relationship Management) is a tool used for managing business relationships. Keep track of your contacts, who they work for, what you need to do for them, and open opportunities in your deal pipeline.
Simple CRM
CRM (Customer Relationship Management) is a tool used for managing business relationships. Keep track of your contacts, who they work for, what you need to do for them, and open opportunities in your deal pipeline.
Inventory Management
Track and manage product inventory, sales, fulfillment centers, and vendor relationships. Inventory management is a system for sourcing, storing, and selling products in inventory. Successful inventory management means the right products, at the right stock levels, in the right place, at the right time, and at the right cost as well as price.
Inventory Management
Track and manage product inventory, sales, fulfillment centers, and vendor relationships. Inventory management is a system for sourcing, storing, and selling products in inventory. Successful inventory management means the right products, at the right stock levels, in the right place, at the right time, and at the right cost as well as price.
Product Market Fit Survey & Analysis
This workbook is designed for measuring product/market fit (PMF) as defined in Rahul Vora's First Round Review article. It's an all-in-one template designed to set up and distribute a PMF survey, capture responses, analyze results, and perform target persona segmentation with only a few minutes of work.
Product Market Fit Survey & Analysis
This workbook is designed for measuring product/market fit (PMF) as defined in Rahul Vora's First Round Review article. It's an all-in-one template designed to set up and distribute a PMF survey, capture responses, analyze results, and perform target persona segmentation with only a few minutes of work.
Simple Applicant Tracking
The Applicant Tracking template serves as a database for candidates and their resumes, as well as details about each job opening. Candidates are linked with jobs and hiring managers can easily collaborate with recruiters and HR on candidate status, feedback, etc. Kanban views make it easy to manage moving candidates and job openings through the interview and job opening lifecycle.
Simple Applicant Tracking
The Applicant Tracking template serves as a database for candidates and their resumes, as well as details about each job opening. Candidates are linked with jobs and hiring managers can easily collaborate with recruiters and HR on candidate status, feedback, etc. Kanban views make it easy to manage moving candidates and job openings through the interview and job opening lifecycle.