QuotaBook|User Guide - Capitalization at a Glance

Capitalization at a Glance

This Page explains how to:

View cap tables

Navigate to [Capitalization] → [By Stakeholder]

Here, you can view the cap table, including the number of shares (Common stocks, Preferred stocks, Stock options) and the percentages of shares (Outstanding, Fully Diluted basis) owned by each stakeholder.

To download the cap table as an excel file, you can click on the Download Excel button on the top left corner.

Note on Percentage ownership:

View outstanding securities by types and classes

Go to [Capitalization] → [By Security]

Note: [By Security] page displays the number of shares and shareholding percentage on a fully diluted basis, under the assumption that all unexercised stock options have been completely exercised.

View financing history

Go to [Capitalization] → [Financing History]

You can view all financing histories and company’s funding rounds. You can check the valuation of the company and funding amount per round.