Finance · Stock Options

What are the best templates for a Cap Table and to track an ESOP?

Irving Ho Startup CFO

December 8th, 2014

Looking for a spreadsheet template for a Cap Table? Also looking for something similar to track the ESOP. Or do people use a service for this?

Steve Simitzis Founder and CEO at Treat

December 8th, 2014

Another alternative is esharesinc.com which I'm about to start using. eShares lets you export your data; I bet captable.io does too. If they ever shut down, I'd imagine they'd give you plenty of notice to rescue it all. Shutting down in the middle of the night and deleting your data would probably not be looked at kindly by the SEC.

Robert H Lee

December 8th, 2014

Captable.io

Disclosure: I am an advisor to this company.

Irving Ho Startup CFO

December 8th, 2014

What's the cost for Captable.io? Who are the competitors? 

Chris Murphy Director of Corporate and Legal Affairs at E2open

December 8th, 2014

Captable.io looks very interesting. You can also check out Capography. 

Robert H Lee

December 8th, 2014

Captable.io is free and we plan to never charge for it. It is part of a much bigger project. We also don't sell or share your data.

Irving Ho Startup CFO

December 8th, 2014

Interesting - but if Captable.io ever shuts down, wouldn't we lose all our data? 

Robert H Lee

December 8th, 2014

We will soon provide a download feature.

Lili Balfour Founder of Atelier Advisors + Creator and Host of Finance for Entrepreneurs

December 9th, 2014

Hi Irving, 

Here's a basic cap table I created -- https://www.youtube.com/watch?v=FCT9viGLPEU&list=PLz6myc3tljnTaVc0IHW8dzXwB9UXb1yFF

Free to use. We never own your data. :)

Lili

Steve Books CTO at Capshare, Founder of TrackMyDrive LLC

December 9th, 2014

Hey Irving,

I am the CTO of capshare.com. We can offer complete cap table management for your company. Our product offers electronic shares, automated templates, and much more. Ping me if you have any questions.