Cap Table Spreadsheet Template

Your Cap Table Database at a glance

This Cap Table Database helps you easily track startup equity, manage investor shares, and monitor employee grants without calculation errors.

It uses connected tables linking Users, Equity Classes, Grants, and Vesting Schedules so you never have to duplicate data or rely on fragile formulas.

Built-in AI automatically translates complex vesting schedules into plain English and generates standard legal descriptions for your equity groups.

Why a cap table spreadsheet ultimately breaks down

Tracking company ownership in a spreadsheet feels simple at first, but manually updating share pools and vesting cliffs quickly turns into a maze of broken formulas.

What a structured database changes

Unlike spreadsheets, a structured system ensures every equity grant is perfectly tied to the right stakeholder and equity class without copying and pasting across rows.

Authorized shares and remaining pools instantly update when new grants are issued. This is exactly what Softr Databases are designed for.

You avoid the compliance nightmare of miscalculated stakes because your equity rollups draw directly from the verified grant history.

What you can do with this template

Safely log specific equity issuances, attach actual signed grant documents directly to records, and categorize stakeholders smoothly.

Thanks to built-in Database AI agents, you can automatically generate plain-text explanations of complex vesting rules so everyone understands their equity.

Everything is pre-configured so you can start organizing different definitions of equity pools immediately.

Who is this Cap Table Database for

This database is built for growing companies that need an accurate, secure single source of truth for their equity.

• Founders: Track authorized shares and remaining pools effortlessly before your next funding round.
• HR Leaders: Manage employee equity grants and communicate vesting cliffs clearly without legal jargon.
• Operations Teams: Keep investor profiles, grant documents, and equity classes organized and compliance-ready.

How to take it further

You can customize the database easily to match your exact legal structure. Modify the dropdown choices for different grant statuses or add custom fields to track board approval dates.

Import your current stakeholder list and historical stock option grants cleanly via CSV to immediately update your share totals.

When your team is ready, you can use Softr's interface builder to turn this database into a fully functioning equity portal.

Leveraging robust users and permissions, you can grant employees and investors secure login access to view only their specific shareholdings and vesting progress.