Cap Table Logbook

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You can use this Base to maintain a log of the Cap table of your portfolio companies.

The logic of the Cap table terminology is adapted to companies incorporated in Spain
The Cap Table can keep track of normal rounds between investors as well as secondary transactions and issuance of Phantom Stock Options to Employees.

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Proceed as follows:
1- Register your shareholders. Employees that receive PSO are to be registered as well as shareholders.
2- For every Round you will define, Premoney Valuation, Total Money of the Round and Price per Share. None of l this values will have to be re-entered in the "Rounds & Transaction" table by having them as reference will help you make sure you do not make mistakes in data entry.
3- Enter the Cap Table transactions in GRID VIEW of the "Rounds and Transactions " table. You will identify all the transactions as "AUX" so that the table keeps track of totals.

Use the "Summary by…" views to be able to look at totals by each category

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Updated June 1, 2019 at 9:00 AM
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Grid view
CAP TABLE by Rounds
CAP TABLE by Shareholder
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