Managing cap table

Learn how to manage your startup's capitalization table using Arxiv Stone's comprehensive equity management tools and real-time tracking features.

Cap Table Management Features

Real-time Ownership Tracking

Monitor ownership percentages and dilution as your cap table evolves

  • Automatic ownership percentage calculations
  • Dilution tracking across financing rounds
  • Visual ownership breakdown with interactive charts
  • Historical ownership changes and timeline

Stakeholder Management

Comprehensive profiles for all equity holders in your organization

  • Founder, employee, and investor profiles
  • Contact information and role assignments
  • Equity grant history and current holdings
  • Vesting progress and exercise activity

Multiple Share Classes

Support for complex cap table structures with different share types

  • Common stock tracking and management
  • Preferred stock with liquidation preferences
  • Stock options and equity incentive plans
  • Convertible notes and SAFE agreements

Supported Equity Instruments

Common Stock

Basic equity ownership with voting rights and residual claims

Voting rightsDividend rightsLiquidation participationTransfer restrictions

Preferred Stock

Priority equity with enhanced rights and liquidation preferences

Liquidation preferenceAnti-dilution protectionBoard representationConversion rights

Stock Options

Employee equity incentives with vesting schedules and exercise rights

Vesting schedulesExercise pricesExpiration termsTax treatment (ISO/NSO)

SAFE/Convertible Notes

Investment instruments that convert to equity in future financing rounds

Valuation capsDiscount ratesConversion triggersInterest terms

Cap Table Best Practices

Keep Records Current

Update your cap table immediately after any equity transactions or changes

Understand Dilution

Monitor how new equity grants and financing rounds affect existing ownership percentages

Plan for Growth

Reserve appropriate equity pools for future employees and financing rounds

Maintain Compliance

Ensure all equity transactions comply with securities laws and corporate governance requirements

Cap Table Management Ready!

Great! You now understand cap table management fundamentals. Next, learn about vesting schedules to manage equity over time.