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Docs/Company record/Cap table

Cap table

Ownership on this listing. Share classes, issuances, option grants, and convertibles. Kept current so a new round does not start from a rebuild.

What it holds

Cap Table is a Company record page. The sidebar can badge a member count. This is the live table. A data room export is a snapshot for a process. It is not a substitute for keeping classes, issuances, grants, and convertibles here.

Fundraising Rounds, Term sheets, and Investments all hang off these numbers. If a close changes ownership, this page has to move too.

What you see

Cap Table

Ownership on this listing

Current
  • Share classesKept on the record so a new round does not start from a spreadsheet rebuild.
  • IssuancesKept on the record so a new round does not start from a spreadsheet rebuild.
  • Option grantsKept on the record so a new round does not start from a spreadsheet rebuild.
  • ConvertiblesKept on the record so a new round does not start from a spreadsheet rebuild.
Cap table. Share classes, issuances, option grants, convertibles.

A record shell with the current table. Edit writes to this listing. Checklist can track a cap table export as a file. The live ownership still lives here.

How you engage

  • Keep classes current. Issuances and grants should match what you would say in a meeting.
  • File an export when asked. Data room holds the snapshot. This page stays the source.
  • After a close. Update this table, then Investments, then the financing agreement in the data room.

Ask Moxie

Starters include who owns what right now, and what is still incomplete. Moxie will not invent holders. It reads this listing.

FinancialsAsk, valuation, and prior capital next to ownership.InvestmentsWhat closed. Must still match this table.
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