Financial Tools
Cap Table
Import your cap table to view ownership structure. Display only - no calculations or recommendations.
Important disclaimer
The Cap Table tool is for informational display only. It does not perform valuations, provide tax advice, or make recommendations about equity allocation. Always consult a qualified attorney for cap table management.
Adding entries
1. Open 'Cap Table' from the Financial Tools group in the sidebar.
2. Click 'Add entry' to manually add a shareholder with their name, role, share type (Common, Preferred, Options, SAFE), share count, and ownership percentage.
3. Alternatively, click 'Import CSV' to upload a spreadsheet. The importer expects columns: Name, Type, Shares, Percentage.
Viewing the table
The table shows all shareholders sorted by ownership percentage. A pie chart visualization appears alongside the table.
This is a snapshot view - it reflects what you enter, not live legal data. Keep it updated manually after any equity changes.
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