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Cap table template

See who owns what after every round.

Ownership after the seed
$10m
post-money
  • Ana33%
  • Ben33%
  • Seed20%
  • Pool7%
  • SAFE7%
Brightloom · Cap tableCap table
A
B
C
D
E
F
G
H
I
J
K
L
M
1
Holder
Class
Shares
Before
After seed
2
Ana Ruiz
Common
4,500,000
45.0%
33.0%
3
Ben Achebe
Common
4,500,000
45.0%
33.0%
4
Option pool
Options
1,000,000
10.0%
7.3%
5
SAFE · Cedar Angels
Seed pref
909,091
6.7%
6
Seed · Harbor Ventures
Seed pref
2,727,273
20.0%
7
Fully diluted
13,636,364
100%
100%

Examples

One company's cap table, two term sheets, an exit and the grants. Every cell traces back.

Brightloom · Cap table
E2fx=C2/$C$7
A
B
C
D
E
F
G
H
I
J
K
L
M
1
Holder
Class
Shares
Before
After seed
2
Ana Ruiz
Common
4,500,000
45.0%
33.0%
3
Ben Achebe
Common
4,500,000
45.0%
33.0%
4
Option pool
Options
1,000,000
10.0%
7.3%
5
SAFE · Cedar Angels
Seed pref
909,091
6.7%
6
Seed · Harbor Ventures
Seed pref
2,727,273
20.0%
7
Fully diluted
13,636,364
100%
100%
8
9
Ownership after the seed
$10m
post-money
  • Ana33%
  • Ben33%
  • Seed20%
  • Pool7%
  • SAFE7%
+

Founders, pool, a converted SAFE and the seed, fully diluted after the round.

How it works

  1. Add the founders and pool

    Enter shareholders, share counts and the option pool. Chatly calculates issued and fully diluted ownership as you type.

  2. Layer in the instruments

    Add SAFEs or convertible notes with their cap and discount, then model a priced round. Conversions are calculated into the new share count.

  3. Compare scenarios

    Try a different valuation, raise size or pool top-up and see ownership for every holder side by side, then export the version you want to share.

Features

Who it’s for

  • Brightloom · Cap tableCap table
    A
    B
    C
    D
    E
    F
    G
    H
    I
    J
    K
    L
    M
    1
    Holder
    Class
    Shares
    Before
    After seed
    2
    Ana Ruiz
    Common
    4,500,000
    45.0%
    33.0%
    3
    Ben Achebe
    Common
    4,500,000
    45.0%
    33.0%
    4
    Option pool
    Options
    1,000,000
    10.0%
    7.3%
    5
    SAFE · Cedar Angels
    Seed pref
    909,091
    6.7%
    6
    Seed · Harbor Ventures
    Seed pref
    2,727,273
    20.0%
    7
    Fully diluted
    13,636,364
    100%
    100%
    Ownership after the seed
    $10m
    post-money
    • Ana33%
    • Ben33%
    • Seed20%
    • Pool7%
    • SAFE7%
    SAFE converted at the cap
    909,091 shares, working shown

    Founders before a first raise

    Model the pre-seed and seed rounds together, so the SAFE you sign today is understood in terms of what you will own later.

  • Brightloom · Cap tableOffers
    A
    B
    C
    D
    E
    F
    G
    H
    I
    J
    K
    L
    1
    Term
    Offer A
    Offer B
    Difference
    4
    Post-money
    $10.0m
    $13.0m
    +$3.0m
    5
    Investor stake
    20.0%
    23.1%
    +3.1 pts
    6
    Each founder
    33.0%
    31.7%
    -1.3 pts
    7
    Founder stake value
    $3.30m
    $4.13m
    +$0.83m
    Offer B, side by side
    1.3 points for $1m more

    Negotiating a term sheet

    Put two offers side by side and see the ownership difference in shares and percentages, not just the headline valuation.

  • Brightloom · Cap tableGrants
    A
    B
    C
    D
    E
    F
    G
    H
    I
    J
    K
    L
    M
    N
    1
    Employee
    Role
    Options
    Strike
    Today
    After A
    2
    Mei Chen
    Eng lead
    120,000
    $0.21
    0.88%
    0.70%
    3
    Ola Berg
    Engineer
    80,000
    $0.29
    0.59%
    0.47%
    4
    Jonah Price
    Designer
    60,000
    $0.21
    0.44%
    0.35%
    5
    Sara Haddad
    Sales
    45,000
    $0.29
    0.33%
    0.26%
    6
    Granted
    305,000
    2.24%
    1.79%
    Grant letter attached
    Mei's 120,000 options, explained

    Employee equity conversations

    Show what an option grant represents today and after the next round, with the assumptions written down.

Start building

Frequently asked questions

What should a cap table template include?

Every shareholder and share class, the option pool, outstanding SAFEs or notes, and ownership on both an issued and a fully diluted basis after each round.

Is the cap table template free?

Yes. There is a free plan available, and you can build, model and export a cap table on it.

Does it handle SAFEs and convertible notes?

Yes. Enter the cap, the discount and the SAFE type, and Chatly converts them into the priced round with the calculation shown.

Can I export it to Excel?

Yes. Export to .xlsx or CSV with formulas intact, so the file keeps working outside Chatly and anyone can audit it.

Is this a substitute for legal advice?

No. It is a starting model for understanding ownership and dilution. Check it with your lawyer or accountant before you sign anything, because the legal documents are what count.

One prompt in.
Real work out.

See who owns what after every round.

Open the cap table templateSee pricing

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