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.
Streamline your legal due diligence process with this template from Fenwick. Invite everyone involved in the process, attach documents right next to questions, track status, assignees, reviewers, and priorities all from within your spreadsheet. No need for complex integrations or jumping between different tools and data rooms.
This simple CRM template is the perfect tool for managing business relationships. CRM (Customer Relationship Management) lets you keep track of your contacts, who they work for, and what you need to do for them.
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.
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.
Every production team needs a content calendar (a.k.a editorial calendar) to track and manage deadlines and the whole content creation and publishing process. Use this free spreadsheet template to plan, manage, and collaborate on content schedules and assets from one place.
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.