Cap Tables & Financing

A cap table built from your register, not a spreadsheet you'll regret.

Most founders open a spreadsheet on the day they raise and ask "is this right?" Minute Book Cloud builds your cap table from the same share register that backs your certificates. Every SAFE, option, warrant, and transfer flows through one source of truth.

Cap-table view on Starter. Full scenarios, options, and warrants on Growth.
Cap table top view with shareholders, classes, and ownership percentages
Inside Cap Tables & Financing: Cap Table Scenarios SAFE Notes Stock Options Warrants Share Transfers Equity Timeline Public Share Links
Why founders switch

Spreadsheets work fine, until they don't

The spreadsheet cap table is the universal first version. It works while you have one founder, one share class, and a handshake. It stops working the moment you have three SAFEs with different caps, an option pool, a warrant from your bank, and a term sheet asking for a fully-diluted view.

By then, the spreadsheet has drifted from your register. The certificate numbers don't match. Someone exercised options last quarter and nobody updated the file. The lawyer sends a redline and you spend the weekend reconciling instead of negotiating.

Minute Book Cloud removes the divergence. Issuances flow from your share classes. SAFEs and options live next to your shareholders. Scenarios run on the same data. The cap table is always tied to the record, not a separate spreadsheet someone forgot to update.

Where spreadsheet cap tables fail
  • Two sources of truth

    The register says one thing. The cap-table tab says another. Diligence finds the gap.

  • SAFE conversions done by hand

    Cap, discount, MFN. One bad cell formula and the priced round math is wrong.

  • Vesting tracked nowhere

    Options granted but not tracked through cliffs and exercises. Fully-diluted is a guess.

  • No audit of who saw what

    A cap table emailed as XLSX leaves no record of which investor viewed which version.

Cap Table

The whole picture, common to fully-diluted, on one screen.

See ownership across common, preferred, options, warrants, and outstanding SAFEs. Group by holder, share class, or instrument. Export to PDF or CSV. Share with investors via public link.

  • Issued, fully-diluted, and as-converted views
  • Ownership by holder, class, or instrument
  • Built from your live share register, not a separate spreadsheet
  • PDF and CSV export, ready for diligence rooms
Cap table fully-diluted view with options pool, warrants, and SAFE conversion summary
Scenarios

Model the round before you sign the term sheet.

Build saved scenarios with multi-round chains: seed, priced A, priced B. Run two scenarios side by side and compare dilution dollar-for-dollar. Convert all outstanding SAFEs in one priced-round batch and watch the math land.

  • Saved scenarios with multi-round chains
  • A vs B comparison: same starting cap table, two outcomes
  • Priced-round batch SAFE conversion with cap and discount handling
  • Public scenario links with access audit log
Equity timeline with rounds, SAFE conversion, and ownership change over time
SAFE Notes

Every SAFE, every term, every conversion accounted for.

Track every SAFE on the books with valuation cap, discount, MFN clauses, and conversion status. When you raise priced, convert all outstanding SAFEs in one batch. Each conversion creates a real preferred share issuance on your register.

  • Cap, discount, and MFN tracked per SAFE
  • Outstanding vs converted views
  • Batch conversion at priced round
  • Conversion creates real share issuances on the register
SAFE notes register with cap, discount, and conversion status per investor
Options & Warrants

Vesting, exercises, warrants, and pools, tracked, not estimated.

Grant stock options with cliff and vesting schedules. Track exercises through to share issuance. Manage warrants from investors and lenders. Define and adjust your option pool. Fully-diluted ownership reflects every grant on the books.

  • Cliff and vesting schedules with vested calculations
  • Exercise lifecycle from grant to issued share
  • Warrants for investors, lenders, advisors
  • Option pool sizing tied to cap-table dilution
Stock options grants with vesting schedules and exercise status
Share Transfers

Secondary transfers without breaking the chain of title.

Record secondary share transfers between holders. Revoke and reissue certificates with a clean audit trail. Every transfer ties back to the original issuance, so chain of title stays intact for diligence and audit.

  • From-and-to transfers with full audit trail
  • Original certificate revoked, new certificate issued automatically
  • Chain of title preserved through every change
  • Activity log records who, what, when, and from where
Share transfers register with from, to, class, and date columns
Sharing & trust

Share the cap table without losing control.

Public scenario and certificate links are first-class. Investors and counsel see exactly what you want them to see, and you get a record of every view.

Public share links

Send scenarios and cap-table snapshots by URL. No XLSX attachments floating around inboxes.

Access audit log

See who opened the link, when, and from where. Know which investor saw which version.

IP allowlist

Restrict scenario links to specific IPs on Scale. Useful for sensitive diligence rooms.

Revoke any time

Pull access on a shared scenario or expire a link. The data stays with the corporation.

Where it lives in pricing

Cap-table tools across every plan

Free gives you the share register. Starter adds the basic cap-table view and up to three SAFEs. Growth unlocks scenarios, options, warrants, and batch SAFE conversion. Scale adds branded outputs and IP allowlisting.

Free
$0 / mo
Share register only
Starter
$19 / mo
Basic cap table, 3 SAFEs
Growth · Most popular
$69 / mo
Scenarios, options, warrants
Scale
$149 / mo
Branded + IP allowlist
Stop reconciling spreadsheets the night before a term sheet.

Sign up free, populate your share register, and try the cap table in your own corporation. Upgrade when you raise.