Cap Table Spreadsheet Template

Your Cap Table Database at a glance

This template takes the stress out of managing company ownership by organizing stakeholders, equity classes, and discrete grants into one reliable system. You get a clear, irrefutable view of who owns what without relying on easily broken spreadsheet formulas.

It works by connecting distinct tables for Users, Equity Classes, and Vesting Schedules directly to individual Grants. When you issue a new grant, rollups automatically calculate total issued shares and exact remaining equity pools in real time.

Built-in AI agents automatically generate plain-English explanations of complex vesting schedules and standard financial definitions for different equity classes. This keeps your records legally clear and easily understood by investors and employees alike.

Why tracking equity gets messy in a cap table spreadsheet

Managing a capitalization table in Excel or Google Sheets starts off simple but quickly devolves into a nightmare of fragile VLOOKUPs. One accidental deletion can throw off total outstanding shares and remaining pools, creating serious legal and financial headaches.

What a structured database changes

Every piece of equity data stays perfectly categorized because a relational database enforces strict structural rules. Grants are securely linked to specific users and vesting schedules, meaning updates sync automatically across all related views.

This eliminates the manual cross-referencing and easily broken calculation chains that plague traditional spreadsheets. This error-prone nature is exactly what Softr Databases are designed to solve, allowing you to scale ownership records securely.

What you can do with this template

You can instantly log active, surrendered, or fully vested grants while securely attaching official grant documents directly to the stakeholder's record. Every owner's total issued shares calculate automatically without you ever needing to write or drag a formula.

You can also use Database AI agents to automatically translate complex cliff and duration terms into straightforward, plain-English summaries. This ensures every founder, admin, and investor instantly understands the terms of any given financial agreement.

Who is this Cap Table database for

This template is designed for founders, financial operators, and legal administrators who need an error-free way to govern company equity.

• Startup Founders: Maintain a pristine record of initial equity distribution, investor stakes, and employee option pools to prepare for fundraising.
• Head of Finance: Track authorized shares against total issued shares to monitor the exact size of your remaining equity pool in real time.
• Operations Leads: Manage vesting schedules, cliffs, and grant documents across the team without losing critical attachments in messy email threads.

How to take it further

Start by customizing the database to match your specific corporate structure. You can easily adjust the predefined equity classes, add custom vesting schedules, or tweak the grant status options to reflect your particular legal definitions.

Next, import your existing cap table data using a simple CSV upload. This instantly populates your users, outstanding grants, and historical vesting data so you can transition away from fragile spreadsheets immediately.

When you are ready, you can build an app on top of this database to give stakeholders secure, self-service portals.

By configuring customized users and permissions, investors can log in to exclusively view their specific holdings while employees can securely check their vested shares. Starting with a cleanly structured database makes deploying these compliant stakeholder portals incredibly fast.