Sample Report

Cap Table Report

Capitalization Table Report

A capitalization table is essential for CFOs in an early-stage venture or a startup company. It lists details about all the company’s securities, including:

  • Common shares
  • Preferred shares
  • Ownership interests
  • Prices paid by investors for securities

The cap table also indicates investors’ percentage of ownership in the company, the value of securities, and dilution over time. As the company goes through various funding rounds, the cap table evolves to show items like potential funding sources, initial public offerings (IPOs), mergers and acquisitions, and more.

To help CFOs achieve a 360-degree view of all these items, insightsoftware has designed a dashboard specifically for capitalization. With the dashboard, simply assign share numbers to investors as well as the investment amount they contribute. With minimal effort on your part, decision makers will be able to see at a glance the information they need regarding a company’s securities over time.

See what a better approach to financial metrics looks like by downloading the dashboard for free.

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Type: Report Role: C-Level & Executive