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 types6
  • ModelsIssuance + Conversions + Scenarios
  • BackupFull JSON
app.nautis.io/cap-table

Built for

  • Founders tracking ownership from day one
  • Operators preparing for a priced round
  • Founders modelling exit and dilution scenarios

Capabilities

What you can do with Cap Table

Everything 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. 1

    Run first-time setup

    Set currency, total authorized shares, par value, optional pool size, and add initial shareholders.

  2. 2

    Read the Overview

    Pie chart, totals, and type breakdowns load on the Overview tab.

  3. 3

    Add stakeholders

    Add a stakeholder, type, shares — the totals update live.

  4. 4

    Run scenarios

    Model a priced round or exit and see the dilution impact across the table.

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.

Your first hire, before your first hire

Hire your Chief of Staff today.

Full business context from the first conversation. Daily operations, fundraising, revenue and finance, run with you. You approve every move. It handles the rest.

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