Founders tracking ownership from day one
Cap Table
Track who owns your company. Set up share counts and a par value, add founders, investors, employees, advisors, and option pool, issue equity, record financing rounds, and model what future rounds or exits would do to everyone's ownership.
Stakeholder types:6Models:Issuance + Conversions + ScenariosBackup:Full JSON
Cap Table Overview
Fully diluted
8.4M shares issued
10M authorized
Founders62%
Investors21%
ESOP12%
Advisors5%
Pool runway2 hires
Built for
Who uses Cap Table
Operators preparing for a priced round
Founders modelling exit and dilution scenarios
Capabilities
What you can do
Each capability ships out of the box — no setup, no plugins, no extra tools.
Stakeholder ledger
Founders, investors, employees, advisors, consultants, and option pool — all in one ledger.
Issuance & rounds
Issue equity, record SAFEs and notes, run conversions, and capture priced rounds.
Scenarios & dilution
Model what a future round or exit does to ownership before you sign anything.
Pie + breakdown views
Pie chart of ownership, totals across issued / authorized / fully diluted, type breakdowns, transaction history.
Full JSON import/export
Back up your cap table or migrate to/from another tool with structured exports.
Quick start
From zero to using Cap Table
- 1
Run first-time setup
Set currency, total authorized shares, par value, optional pool size, and add initial shareholders.
- 2
Read the Overview
Pie chart, totals, and type breakdowns load on the Overview tab.
- 3
Add stakeholders
Add a stakeholder, type, shares — the totals update live.
- 4
Run scenarios
Model a priced round or exit and see the dilution impact across the table.
Stakeholder types
6
Models
Issuance + Conversions + Scenarios
Backup
Full JSON
FAQ
Cap Table questions
Do I need to set up the cap table before I create a fundraising round?
No, but it makes life easier. The Fundraising CRM tracks who's committing capital; the Cap Table records what they actually own once you close. They work better together when both are set up.
Can multiple people edit the cap table?
Yes — anyone with update permission on the Cap Table module. Every change is recorded in the Transactions tab so you can see who did what and when.
What if I made a mistake during setup?
Open the Settings tab to fix company-level numbers. For stakeholder mistakes, edit or delete the stakeholder in the Stakeholders tab. For wrongly-issued equity, use the Transactions tab to correct it.
Does Nautis generate share certificates?
You can upload certificates and supporting documents into the Documents tab, but Nautis doesn't auto-generate legal share certificates — your lawyer or formation agent issues those.
How are SAFEs and convertible notes shown?
They appear as equity instruments without share counts until they convert. The Conversions tab is where they turn into preferred or common shares using the agreed discount and cap.
Does this replace my legal cap table?
It's a working cap table — accurate, exportable, and good for day-to-day modelling. Many founders sync it with their counsel of record at every priced round.
Can I back up my cap table?
Yes. Use Export All Data (JSON) to download a full backup, or Import All Data (JSON) to restore one. Run an export before any major change.
Can I model an exit scenario?
Yes — the Scenarios tab lets you model future rounds and exits to see how dilution affects every stakeholder before you sign anything.
Better together
Related modules
Equity Calculator
Co-founder equity split using contribution points — transparent, defensible, exportable.
OpenFundraising CRM
Pipeline for raising rounds — investors as deals, customizable stages, full activity log.
OpenFinancial Planner
Multi-year financial projections — P&L, balance sheet, cash flow, ratios, dashboards.
OpenTry Cap Table inside Nautis
One workspace, one bill, one source of truth. Skip the tool stack.