Cap table management that's always accurate, always current
One record of company ownership — shares, options, warrants, SAFEs, and convertible notes — that updates the moment something changes, instead of waiting for the next reconciliation.
Every instrument type, one record
Common shares, preference shares, options, warrants, SAFEs, and convertible notes — tracked in a single source of truth, not scattered across spreadsheets and signed PDFs.
Real-time updates
Every issuance, transfer, exercise, or conversion updates the cap table immediately — no end-of-quarter reconciliation against legal documents.
Complete audit trail
Every share movement is logged with supporting documentation, so board packs and due-diligence data rooms are ready without a scramble.
Dematerialised records
Share records stay aligned with NSDL/CDSL dematerialisation requirements as your company moves off physical share certificates.
Keeping a cap table accurate through a funding round
Consider a startup closing a new priced round. Before the round, its cap table lists founders, an existing ESOP pool, and two earlier SAFEs. At close, the SAFEs convert into preference shares, the ESOP pool is topped up per the term sheet, and new investor shares are issued — three changes that, done by hand across spreadsheets and signed documents, typically take a finance or legal team several days to reconcile correctly. With cap table software, each event is recorded as it happens, so the post-round ownership picture is accurate the same day, without a separate reconciliation pass.
- 1Existing SAFEs convert into preference shares per their agreed terms
- 2ESOP pool is topped up to the percentage agreed in the term sheet
- 3New investor shares are issued and reflected immediately
- 4Updated ownership is available for the board pack without manual recalculation
Common questions about cap table management
What is a cap table?
A capitalization table (cap table) is a record of a company’s ownership — who holds shares or options, how much, and under what terms. It changes with every funding round, ESOP grant, exercise, or transfer, which is why keeping it accurate by hand becomes hard past the first few rounds.
Can Tabulate handle SAFEs and convertible notes, not just priced equity?
Yes. Tabulate tracks all instrument types — common and preference shares, options, warrants, SAFEs, and convertible notes — in the same ownership record, including their conversion terms.
Does cap table software replace our company secretary or legal counsel?
No. Tabulate keeps the ownership record accurate and audit-ready, which makes the filings, board approvals, and legal documentation your company secretary and counsel handle much faster to prepare — it doesn’t replace their judgment or sign-off.
Ready to see your cap table in Tabulate?
Book a demo and we'll walk through your current ownership structure — including SAFEs, convertible notes, and ESOP pools.