Cap Table Management
Centralized Cap Table Management for CPA & Advisory Firms
Simplify cap table management, ASC 820 & IRS 409A valuations, and generate audit-ready reports with confidence.
ZimbsTech – Innovative Software Solutions for Modern Businesses
Call Us
+91-890-554-4504
Contact Us
NEXT-GEN VALUATION PLATFORM
Smart Cap Table Management for Accurate Ownership Tracking
ZT Valuation simplifies cap table management by providing a centralized, real-time view of company ownership. Track shareholders, equity issuances, and option grants with complete accuracy—without spreadsheets or manual errors. Designed for founders, finance teams, and CPA firms who demand precision and audit-ready records.
Core Cap Table Management Features
Everything required to maintain clean, accurate, and audit-ready ownership records across every stage of company growth.
Centralized Ownership Records
Maintain a single source of truth for founders, investors, employees, and advisors holding equity in the company.
Eliminates spreadsheet conflicts and ensures every stakeholder works with the same accurate ownership data.
Equity Class Management
Track common shares, preferred shares, and authorized equity with precise issued and outstanding share counts.
Clearly separate equity classes to support governance, reporting, and future financing events.
Equity Issuance Tracking
Record equity grants, transfers, cancellations, and repurchases with complete transaction history.
Provides full visibility into ownership changes and supports internal controls and approvals.
Option & ESOP Management
Manage employee stock options including grants, vesting schedules, exercises, and expirations.
Track remaining option pool balances to support hiring plans and equity compensation decisions.
Ownership Percentage Accuracy
Automatically calculate ownership percentages based on issued, outstanding, and reserved shares.
Ensures precise dilution visibility after every equity transaction or funding event.
Transaction History & Audit Trail
Maintain a detailed audit trail of all equity-related activities and historical cap table changes.
Supports audits, due diligence, and regulatory reviews with confidence.
Role-Based Access Control
Control visibility and edit permissions for founders, finance teams, auditors, and advisors.
Protect sensitive ownership data while enabling secure collaboration.
Data Consistency & Governance
Ensure all equity actions align with board approvals and internal governance policies.
Reduces risk of errors and maintains long-term cap table integrity.
Built for Teams That Need Confidence
Designed to support every stakeholder involved in ownership, equity management, and financial decision-making.
Founders
Always maintain a clear view of who owns what and how equity evolves over time.
Make confident decisions around hiring, fundraising, dilution, and equity allocation.
Finance Teams
Maintain accurate, up-to-date ownership records for reporting and internal controls.
Reduce reconciliation effort and ensure cap table data is always audit-ready.
Investors
Review ownership structure, equity classes, and dilution impact with full transparency.
Build trust through consistent and reliable cap table reporting.
Auditors & Advisors
Access clean, structured cap table records without manual follow-ups.
Complete audits, reviews, and due diligence faster and with confidence.
Legal & Compliance Teams
Maintain equity records aligned with board approvals and legal documentation.
Reduce compliance risk with a complete, traceable equity audit trail.
HR & People Operations
Manage employee equity, option grants, and vesting schedules with clarity.
Support hiring and retention with transparent equity information.
Cap Table Management Best Practices
Proven practices to keep your cap table accurate, transparent, and always ready for growth, fundraising, and audits.
Keep a Single Source of Truth
Maintain all ownership and equity data in one centralized system to avoid conflicting spreadsheets.
Ensures every stakeholder works with accurate, up-to-date ownership information.
Update Changes in Real Time
Record equity grants, exercises, SAFE conversions, and transfers immediately as they occur.
Prevents data gaps and eliminates manual reconciliation.
Analyze Dilution Before Decisions
Understand ownership impact of new funding rounds, hires, or option grants before committing.
Enables informed negotiations and equity planning.
Maintain a Complete Audit Trail
Attach approvals, grant letters, and documentation to every equity-related transaction.
Simplifies audits, due diligence, and investor reviews.
Keep Stakeholders Informed
Share accurate ownership data with founders, investors, and advisors when required.
Builds trust and reduces last-minute data requests.
Stay Investor-Ready
Ensure your cap table can be shared instantly without fixing errors or missing history.
Helps you move faster during fundraising discussions.
How to Create a Cap Table
A simple, structured flow founders and finance teams actually follow when setting up a cap table.
01. Set Up Company Structure
Define authorized shares, equity classes, and the total number of shares your company can issue.
Creates a clear foundation before adding founders, investors, or option pools.
02. Add Founders’ Equity
Record how much equity each founder owns, including any vesting terms.
Locks in the initial ownership structure and aligns the founding team early.
03. Record Investor Equity
Add investment details including share class, price, and number of shares issued.
Provides visibility into post-money ownership and future dilution.
04. Create an Option Pool
Set aside shares for employee stock options and record existing grants if applicable.
Helps plan future hiring and understand fully diluted ownership.
05. Review Ownership Percentages
Validate ownership percentages after every equity event or funding round.
Ensures accuracy before reporting, valuation, or investor discussions.
06. Maintain & Update Regularly
Keep the cap table updated as new grants, exercises, and transactions occur.
Prevents errors and keeps the cap table audit-ready at all times.
-
4+ Years
Field Experience
-
50+ Projects
Done Around World
-
99%
Client Satisfaction
-
2021+ Year
Established On
-
2 Mins
Response Time
Contact Info
+91 890 5544 504
contact@zimbstech.com
Visit our office
ZimbsTech 402, Horizon Trade Center (HTC), Nr. Vaishnodevi Circle, Ahmedabad, Gujarat, India