Cap Table Planning Template

Plan equity distribution across founders, investors, and employees. Structured for AI-generated dilution analysis.

Template guide & FAQ
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Template guide

Overview

Manage your startup's equity. Plan founder splits, option pools, and future dilution to keep your cap table clean and investor-ready.

Who should use this template

  • Founders
  • Legal teams
  • Startup accountants

What this template covers

Equity Distribution

  • Founders equity split
  • Existing investors
  • Option pool (%)

Future Planning

  • Future dilution expectations
  • Planned fundraising rounds

From responses to AI summary

FormGenyus is built for workflows where raw answers are long. Here is an illustrative example of how a summary differs from raw text (not from a live submission).

Sample raw response

3 founders (30/30/40); 10% option pool; angel round sold 15%; expecting 20% dilution in Series A…

Cap table summary

  • Ownership: Balanced founder distribution (max 40%)
  • Pool: 10% ESOP allocated, sufficient for early-stage hiring
  • Dilution: Clear path for 20% dilution in next round; within standard VC benchmarks

FAQ

What is a typical option pool size?
Most early-stage startups set aside 10-15% for an employee option pool (ESOP).