A professional cap table template, done in 60 seconds.
Fill in your entry mode, valuation basis, total company valuation and currency. Download a finished Word and PDF, ready to share.
Generate your cap table template →Ownership breakdown showing shareholders, share classes, ownership percentages, and investment amounts — with live percentage calculations.
Fill in the form and click Preview Document to see your document here.
What's in your cap table template
- Company Name
- Prepared By
- Date
- Entry Mode
- Valuation Basis
- Total Company Valuation
- Currency
- Shareholders
From blank page to finished cap table template in three steps
Fill the form
Entry mode, valuation basis, total company valuation and currency. Every field is specific to a cap table template.
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See the finished document before you download — formatting, sections, and layout all visible.
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Word and PDF. One credit. Ready to send.
What is a Cap Table Template?
A cap table (capitalisation table) is the definitive ownership record for a company: who holds shares, at what percentage, what class, and for how much invested. With Elevify, you fill in your shareholders and the template calculates ownership percentages automatically, generating a clean cap table as Word or PDF.
When to use this template
Built for founders and CFOs who need a clear, shareable snapshot of current ownership — for board meetings, investor due diligence, or internal records. Supports both share-count mode (enter number of shares) and percentage mode (enter ownership directly). For complex modeling, round simulations, or exit waterfall analysis, use a dedicated cap table platform alongside this document.
Frequently asked questions
Can I include a pricing table with multiple line items?
Yes. Add as many line items as you need. The generator produces a formatted table with a totals row.
Can I upload my logo?
Yes. Your logo appears on the generated document, and you can also choose a style, accent color, and font.
What currencies are supported?
USD, GBP, EUR, CAD, AUD, and more. Select your currency in the form.
What's the difference between 'By Share Count' and 'By Percentage' mode?
'By Share Count' is the standard mode — you enter the number of shares each shareholder holds, and ownership percentages are calculated automatically. Use 'By Percentage' if you don't yet know your exact share counts and want to enter ownership stakes directly (e.g. 40%, 30%, 20%).
Does this include an option pool?
Yes. There are dedicated Option Pool fields for both modes. In share count mode, enter the total number of option pool shares; in percentage mode, enter the pool's percentage. The option pool is factored into the total and listed separately below the shareholder table.
Can I show different share classes?
Yes. Each shareholder row has a Share Class column: Common, Preferred Series Seed, Preferred Series A, Preferred Series B, or Other. This lets you distinguish founder common stock from investor preferred stock in the same table.
Is this a substitute for cap table software?
No. This template generates a clean, shareable ownership snapshot — ideal for board meetings, investor packages, and internal records. For complex modeling, future round simulations, option vesting schedules, or exit waterfall analysis, use a dedicated cap table platform (such as Carta, Pulley, or Capdesk) alongside this document.
Can I edit the document after downloading?
Yes. The Word file is fully editable. The PDF is a locked final version, ready to send.
How much does it cost to download a cap table template?
It costs $1.99 per download, or less with a credit pack. Credits never expire.