Cap Table Template

Ownership model for founders, employees, SAFEs, notes, and post-round dilution planning.

What this template is for

Track current and future ownership impact so fundraising decisions stay aligned with long-term control targets.

Template Details

Category
Financial Model
Best for
Seed
Format
CSV
Last updated
March 5, 2026
Maintained by
AIMPACT Team

Includes

  • - Stakeholder ownership table
  • - Instrument type field
  • - Post-money dilution view

How to use it

  1. 1.Load existing shareholder and option data into the base table.
  2. 2.Create a separate scenario copy for each fundraising option.
  3. 3.Review dilution impact with legal counsel before term sheet negotiation.
  4. 4.Update immediately after any grant, SAFE, or priced round.

Latest Update

March 5, 2026: Added separate fields for SAFEs and convertible notes.

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