Cap Table Database Template

Your Cap Table Database at a glance

This Cap Table Database tracks your company's ownership, equity classes, and vesting schedules in one structured system. It replaces messy spreadsheets with a single, reliable source of truth for founders and investors.

The template securely connects stakeholders directly to their specific grants and equity classes. Every authorized share, issued grant, and vesting cliff automatically rolls up to show exactly how much equity remains in your pool.

Built-in AI features instantly automatically draft standard legal descriptions for your equity classes. They also translate complex vesting schedules into plain English summaries automatically, making the terms clear for everyone.

Why tracking cap tables in Google Sheets breaks down

Managing equity in Google Sheets inevitably leads to broken formulas, mixed data types, and costly ownership disputes. When you try to track specific employee grants against dynamic vesting rules using VLOOKUPs, spreadsheets simply can't handle the complexity.

What a structured database changes

In a structured system, equity data stays strictly clean and reliable. Instead of copying and pasting cells, you connect an employee directly to their specific grant and vesting schedule with a simple relational link.

This prevents accidental row deletions from ruining your equity calculations. This is exactly what Softr Databases are designed for—giving your highly sensitive ownership data true structure and scale.

What you can do with this template

You can instantly view your total issued shares against your authorized limits across every equity class. The system automatically calculates your remaining equity pool based on active records, so you always know exactly what is available.

Using native Database AI agents, the template easily translates technical vesting durations and cliff periods into readable explanations. It is fully ready to use—just add your stakeholders, structure your equity classes, and start logging grants securely.

Who is this Cap Table Database for

This template provides immediate, reliable structure for anyone managing company ownership and equity distributions.

• Startup Founders: Keep a perfectly calculated record of your authorized shares, remaining pools, and investor stakes.
• HR & Operations Leads: Track employee equity grants, vesting cliffs, and current grant statuses without manual errors.
• Investors & Board Members: Review clean, plain-English summaries of equity classes and vesting schedules automatically.

How to take it further

Customize the database
You can easily modify this database to fit your exact equity structure. Add custom statuses for new types of grants, or create specific roles in the Users table to match your unique internal organization.

Import your existing data
Transitioning from Google Sheets is fast and simple. Export your current cap table as a CSV and upload it to instantly populate your users, historical grants, and equity classes into this structured format.

Build a full app around it
When your company grows, you don't have to keep your cap table hidden away internally. You can build a secure employee equity portal using our native interface builder.

By leveraging users and permissions, you can allow employees and investors to log in and securely view only their own vested shares and documents. A well-structured cap table database makes building this transparent experience completely seamless.