Cap Table Management

Cap table management is the ongoing administration of a company's capitalization table: the record of who owns equity, in what amounts, and under what terms. It includes tracking common stock, preferred stock, options, warrants, SAFEs, and convertible instruments across all shareholders and funding rounds. At each funding stage, cap table accuracy becomes more critical: seed-stage errors are inconvenient, but Series A and beyond require clean records for 409A valuations, board approvals, investor reporting, and due diligence. Poor cap table hygiene delays fundraises, creates legal exposure, and erodes investor confidence.