Cap Table Summary Builder

Document your company cap table with founder, investor, and option pool shares

Builds a formatted cap table summary with share classes, holder names, shares held, and live-calculated ownership percentages, plus a fully-diluted total and an optional post-money valuation column.

What is a fully-diluted cap table?

Fully diluted means every share that could exist is counted — common, preferred, and the option pool — not just issued common stock. This builder sums all rows so each percentage reflects the fully-diluted total.

A clean cap table summary without a spreadsheet

Whether you are preparing for a raise or just want a snapshot of who owns what, a tidy cap table is essential. This builder lets you list every holder and share class and instantly computes fully-diluted ownership percentages, with an optional valuation column to show what each stake is worth.

How it works

Each row records a holder, a share class (common, preferred, SAFE, or option pool), and a share count. The tool sums every row to get the fully-diluted total, then computes each holder’s ownership as their shares divided by that total, times 100. If you supply a post-money valuation, it multiplies each ownership percentage by the valuation to estimate the value of every stake. Percentages are rounded to two decimals and always sum to 100, so the summary is internally consistent no matter how many rows you add.

Tips and example

  • Model the option pool as its own row so dilution looks realistic to investors.
  • For a typical seed split you might enter Founder A and Founder B as common, a Seed Investor as preferred, and an Option Pool row.
  • The valuation column is an estimate — it ignores liquidation preferences, so use it for rough intuition, not legal numbers.
  • Keep share-class names consistent so the summary reads cleanly when you paste it into a deck.