Capitalization Table Template

Over 1.8 million professionals use CFI to learn accounting, financial analysis, modeling and more. Start with a free account to explore 20+ always-free courses and hundreds of finance templates and cheat sheets. Start Free

Capitalization Table Template

This capitalization table (cap table) template is a helpful tool for a startup company or early-stage venture to list all the company’s securities.

Here is a preview of the capitalization table template:

Screenshot of Capitalization Table Template

Download the Free Capitalization Table Template

Enter your name and email in the form below and download the free template now!

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, warrants, who owns them, and the prices paid by the investors for these securities. It indicates each investor’s percentage of ownership in the company, the value of their securities, and dilution over time. Cap tables are created first, before other company documents, in the early stages of a startup or venture. After a few rounds of financing, the cap tables become complex and list the potential sources of funding, initial public offerings, mergers and acquisitions, and other transactions.

More Free Templates

Thank you for reading CFI’s guide to Capitalization Table Template. For more resources, check out our business templates library to download numerous free Excel modeling, PowerPoint presentations, and Word document templates.

Analyst Certification FMVA® Program

Below is a break down of subject weightings in the FMVA® financial analyst program. As you can see there is a heavy focus on financial modeling, finance, Excel, business valuation, budgeting/forecasting, PowerPoint presentations, accounting and business strategy.


Financial Analyst certification curriculum


A well rounded financial analyst possesses all of the above skills!


Additional Questions & Answers

CFI is the global institution behind the financial modeling and valuation analyst FMVA® Designation. CFI is on a mission to enable anyone to be a great financial analyst and have a great career path. In order to help you advance your career, CFI has compiled many resources to assist you along the path.

In order to become a great financial analyst, here are some more questions and answers for you to discover:


0 search results for ‘