Cap Table

See who owns what and plan what comes next. Cap Table brings your company's shares, investors and team equity into one clear view, so you can spend less time piecing together records and more time making informed decisions.

Prepare for your next raise with a clear picture of how new funding changes ownership. Model investment terms, convertible agreements and option pool changes, then see the impact on each holder. Save scenarios to revisit, or apply a reviewed round to your cap table when it closes.

Build an equity plan around the people you want to hire. Map planned roles and grants against your available option pool, see when it could run out and use the forecast to inform your next funding round. Track vesting, review upcoming equity deadlines and explore how a potential sale could distribute proceeds.

Built for founders, startup operators and finance teams, Cap Table keeps ownership history, individual equity statements and exportable reports close at hand. Manage multiple companies, work across desktop, tablet and mobile, and keep your records in your own Puter account.

## Key features

- *Understand ownership* with outstanding and fully diluted views, breakdowns by holder or share class, and a cap table as of any past date.
- *Model your next raise* with automatic SAFE and note conversions, option pool changes and before-and-after ownership for each holder.
- *Plan team equity* by role, headcount, grant size and start month, with a forecast showing when your option pool needs more shares.
- *Explore exit outcomes* with scenarios that account for debt, investor preferences and equity awards to estimate each holder's proceeds.
- *Track every holding* across shares, options, restricted stock units, warrants and convertible agreements, with vesting schedules and holder histories.
- *Close a round with clarity* by reviewing the proposed records, allocating investment across investors and applying the round to your cap table.
- *Prepare clear records* with printable equity statements, CSV exports and reports for stock compensation, Rule 701 and ISO exercises.
- *Stay ahead of key dates* with upcoming vesting milestones, equity deadlines, instrument expirations and reminders to refresh recorded valuations.

## Who it's for

- Founders managing ownership from formation through fundraising.
- Startup operators planning hiring and employee equity.
- Finance teams preparing equity records and reports for review.
- Advisors reviewing ownership changes and potential exit outcomes.
- Teams managing cap tables for multiple companies.