Cap Table Excel Template
Free Excel Financial Model Download
Ownership by round with conversions and dilution to exit.
Other examples (7 models)
Used by professionals from
About this cap table schedule
A cap table schedule tracks ownership by shareholder, round, security type, conversion, option pool, dilution, and exit proceeds. It shows how financing rounds and liquidity events affect founder, investor, and employee ownership.
Use this free Excel cap table schedule preview to compare startup capitalization table layouts, dilution models, option pool calculations, and exit ownership bridges. It is useful for seed rounds, venture financings, convertible notes, SAFEs, and investor scenario planning.
Formatted to IB standards
Named theme colors repaint the whole workbook in one click, on top of an investment-banking structure with clear input, output, and cross-sheet reference styling - brand-ready, institutional-grade, and fully auditable.
Frequently asked
What does the Cap Table schedule do?+
A cap table schedule tracks ownership by shareholder, round, security type, conversion, option pool, dilution, and exit proceeds. It shows how financing rounds and liquidity events affect founder, investor, and employee ownership.
When should I use a Cap Table schedule?+
Use this free Excel cap table schedule preview to compare startup capitalization table layouts, dilution models, option pool calculations, and exit ownership bridges. It is useful for seed rounds, venture financings, convertible notes, SAFEs, and investor scenario planning.
What is included on this Cap Table schedule page?+
The page includes a live Excel preview, source model examples, sheet-name variants, and related schedules for the cap table workflow.
Can I download the workbook behind this Cap Table example?+
Yes. Use the download button or open one of the linked source models to download the full Excel workbook that contains this schedule.
Have more financial modelling questions? Contact us
