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Ownership

Cap table management for your next raise

Know who owns what. Bring your shares, option grants, SAFEs and notes together in one cap table. Review ownership, model a future investment and prepare the documents for your investor data room.

Start with your cap tableExplore an example

Cap-table records come with every plan, Free included. Choose the business after signing in.

Compression Labs

Fictional company and figures

HolderIssued sharesFully diluted sharesFully diluted ownership
Cressida Vale6,000,0006,000,00060.00%
Arthur Penrose2,000,0002,000,00020.00%
Unallocated option pool02,000,00020.00%
Total8,000,00010,000,000100.00%

Fully diluted ownership includes the option pool. Explore the example to compare founder shares, option grants and a cash investment.

Explore the fictional cap table

Bring the records. Review the ownership.

A capitalisation table, often shortened to cap table or captable, records shares, options and convertible investments. Start with source records and keep each holder distinct, even when names match.

  1. 01

    Choose the business

    Open an existing company’s cap table or prepare its first one. Owners and admins keep its ownership records.

    Choose your business

  2. 02

    Prepare the source records

    Import outstanding share issuances or outstanding option grants with no exercises. Use a UTF-8 CSV with up to 200 rows and map the columns to their recorded meaning.

    Prepare a share import

  3. 03

    Check identities and totals

    Choose the exact holders, share classes or option plan. Review each row and the before-and-after share, option and fully diluted balances.

    Review an option import

  4. 04

    Confirm and review the saved result

    Record the reviewed batch deliberately. Open the saved cap table and its import record. Repeating the same confirmation returns the saved result.

    Read the cap-table guide

Check your source file first

Check a UTF-8 CSV of up to 200 rows and 256 KiB before signing in. This check reads the file in your browser; its contents stay on this device.

Ownership records, from founders to a financing

Shares and option grants
Keep holdings by class, an option plan’s reserve, grants and vesting. Distinguish outstanding shares, outstanding options and the pool available to grant.
Check your spreadsheet first

Download a cap-table CSV example before creating an account. Share imports need individual outstanding issuances; option imports need outstanding grants with no exercises. An Excel ownership summary is not a complete transaction history.

Download share records (CSV)Download option records (CSV)

Replace the fictional rows with your source records before importing. Check the import format.

SAFEs and convertible notes
Record the investment terms and preview a hypothetical priced round with eligible post-money SAFEs. Notes, pre-money SAFEs and MFN elections need separate modelling. A preview changes no ownership. Check the round-preview terms.
Prepare your fundraise with ChatGPT or Claude

Ask: “Review our recorded ownership, show the source links and model dilution using the investment terms I supply. Help me prepare a private fundraising room for my review.” Confirm the business and approve the ownership access you need.

Use ChatGPT or use Claude. You review changes and decide when to share or sign.

Agreements and data rooms
Prepare agreements for signing and organise fundraising documents in a private data room. Choose the files and their access in ShareSign. Prepare your data room.
Free cap-table records
Cap-table records come with every plan. Assistant access is included on Free, with no trial expiry. Existing resource limits and premium feature requirements still apply. Compare the plans.

Start with the company you mean to manage

Choose your business, then open its existing cap table or prepare the first one. Bring source records you can check before confirming an import.

Start with your cap tableWho can manage ownership