Review criteria
- +Shareholders, share count, and class
- +Fully diluted ownership math
- +Option-pool and round columns
- +Works in Google Sheets and Excel
Cap Table Tracker in Angel & VC Investor
The Cap Table Tracker is a copy-ready spreadsheet for angel & vc investor that tracks shareholders, shares, class, ownership %. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 15 minutes to set up.
Last updated: October 2026
Excel workbook · opens in Google Sheets · 3 tabs · no sign-up
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What’s inside “Cap Table Tracker”
Tabs: How to use · Cap table · OwnershipFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 15 minutesColumns: 7
Columns (grey = calculated for you)
- Holder
- Type
- Security
- Shares / units
- Price per share
- Invested
- Fully diluted %
- Open the Cap table tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- A simple fully diluted view: each row is a holder and security; percentages update as you add rounds or grants.
- This is ownership arithmetic, not legal, tax or investment advice. SAFE and note conversions depend on their terms; your attorney's cap table is the record.
- Using Google Sheets? Upload the file to Google Drive, then open it with Google Sheets (or File → Import in an open sheet). Formulas, dropdowns and highlights carry over.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
Cap Table Tracker
About this template
It is built for people who want results without another subscription: founders and angels modeling ownership. The whole template is free to copy — there is no paid tier. Because it is a plain spreadsheet, you own your data outright and can shape every column to how you actually work.
Review evidence
What to verify before choosing Cap Table Tracker
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Founders and angels modeling ownership
- +Anyone checking dilution by hand
Pause before choosing when
- -Official equity issuance or 409A
- -Cap-table-management software of record
About Angel & VC Investor
Why people consider this option
- +Track deal flow and portfolio without paid VC software
- +Keep a clean cap-table view of each holding
- +Own your pipeline notes in a file you control
What to review before acting
- -No data-room or deal-sourcing integration without a tool
- -An active fund eventually needs portfolio software
Trust FAQ
Questions people ask before copying a template
Does the Cap Table Tracker work in both Google Sheets and Excel?
Yes. It is built with standard functions and no macros, so it opens and works the same in Google Sheets or Microsoft Excel — on desktop or your phone.
Is the Cap Table Tracker really free?
The core template is free to copy and use. There is no paid tier — download the Excel workbook, replace the sample rows with your own, and you are ready to work.
What does the Cap Table Tracker track?
It tracks shareholders, shares, class, ownership %. The workbook comes with these columns plus the formulas, dropdowns and highlights already set up. Replace the sample rows and the totals update as you go.