{"id":3413,"date":"2020-12-11T01:55:51","date_gmt":"2020-12-10T20:25:51","guid":{"rendered":"https:\/\/staging.trica.co\/equity\/blog\/?p=3413"},"modified":"2022-07-01T04:29:29","modified_gmt":"2022-07-01T04:29:29","slug":"manage-my-cap-table-efficiently","status":"publish","type":"post","link":"https:\/\/trica.co\/equity\/blog\/us\/manage-my-cap-table-efficiently\/","title":{"rendered":"Cap Table &#8211; Managing it Effectively"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">A Cap Table holds information that every founder, investor, and equity-privileged employee would need to understand the stakes of ownership of a company. It enlists all the company\u2019s securities such as common shares, preferred shares, who owns them, and the prices paid by the shareholders for those securities. Also, a Cap Table indicates each shareholder\u2019s percentage of ownership in the company, the value of their securities, and dilution over time.\u00a0<\/span><br \/>\n<span style=\"font-weight: 400;\">Startups can manage their Cap Tables on spreadsheets at a very early stage, but managing it can become a critical pain point as complexities increase. Finally, after a few years of growth and a few financing rounds, many investors enter the cap table. This is where <\/span><b>trica equity<\/b><span style=\"font-weight: 400;\"> comes in and simplifies its management.\u00a0<\/span><br \/>\n<a href=\"https:\/\/www.trica.co\/book-a-demo\"><b>Schedule a demo now!<\/b><\/a><\/p>\n<div class=\"atbs-ceris-responsive-video\"><iframe loading=\"lazy\" title=\"Round &amp; Exit Modelling | Cap Table Management | MyStartupEquity\" width=\"1200\" height=\"675\" src=\"https:\/\/www.youtube.com\/embed\/f6NCUD4egwY?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe><\/div>\n<h2><strong>Cap Table Management on trica equity\u00a0<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">As your company grows, numerous people, including senior management, investors, accounting department, and lawyers, will need to access your Cap Table. Having different versions can prove to be extremely cumbersome for founders. Therefore, it is important to keep a single source of truth &#8211; one that is updated in real-time.<\/span><br \/>\n<span style=\"font-weight: 400;\">trica equity streamlines its management. Founders and CHROs &amp; CFOs maintain a centralized Cap Table and make entries on it seamlessly. The system takes the input and auto-updates it wherever necessary. Moreover, convertible securities can be converted in seconds and access the <a href=\"https:\/\/www.trica.co\/equity\/blog\/captable\/fully-diluted-cap-table\/\">fully-diluted cap table<\/a> almost instantly.\u00a0<\/span><br \/>\n<b>Centralized cap table with round-wise and investor-wise overviews<\/b><br \/>\n<span style=\"font-weight: 400;\">When you log in to trica equity, you will be able to access the Cap Table dashboard. Here, you will see 2 versions\u00a0 &#8211; round-wise overview and investor-wise overview.\u00a0<\/span><br \/>\n<span style=\"font-weight: 400;\">While the shareholder-wise overview shows the top shareholders in a piechart and detailed info of all other shareholders in a list, the round-wise overview shows each round&#8217;s investors&#8217; holdings. <\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><br \/>\n<img loading=\"lazy\" class=\"aligncenter wp-image-3416 size-medium\" src=\"https:\/\/www.trica.co\/wp-content\/uploads\/2020\/12\/Screenshot-2020-12-11-at-7.12.51-AM-800x248.png\" alt=\"MSE Cap Table overview\" width=\"800\" height=\"248\" \/><\/p>\n<p><span style=\"font-weight: 400;\">In the investor-wise overview, each investor&#8217;s holdings are shown &#8211; including equity shares and convertible securities.\u00a0<\/span><br \/>\n<span style=\"font-weight: 400;\">In the round-wise overview, the founder or CHRO\/CFO can click on the \u2018<\/span><b>convert securities<\/b><span style=\"font-weight: 400;\">\u2019 button adjacent to each round and convert all convertible securities into shares of that particular round in a matter of seconds.<\/span><br \/>\n<img loading=\"lazy\" class=\"aligncenter wp-image-3417 size-medium\" src=\"https:\/\/www.trica.co\/wp-content\/uploads\/2020\/12\/Screenshot-2020-12-11-at-7.15.40-AM-800x478.png\" alt=\"MSE Cap Table\" width=\"800\" height=\"478\" \/><\/p>\n<h3><b>Update it seamlessly\u00a0<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Updating the Cap Table is a rigorous and continuous but important process. It is necessary to update it at every instance when employees are granted equity, equity-privileged employees leave the organization, employees exercise their options, the company raises capital, and at the time of liquidity events. A dated one can prove to be a huge hurdle before the next fundraising round. Founders can always rely on trica equity to update it with ease.<\/span><br \/>\n<a href=\"https:\/\/www.trica.co\/book-a-demo\"><b>Schedule a demo now!<\/b><\/a><\/p>\n<h3><b>Completely Error-free<br \/>\n<\/b><span style=\"font-weight: 400;\">A simple unaccounted error can lead to huge mistakes in valuations. You must cross-check the information that you add. You may be dedicating both time and energy, and even after doing this, you might lose the funding deal not being able to identify the mistake. To avoid this, ensure that you have the right information put together for your cap table.\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">But wait! Why do this manually when you have trica equity to your rescue. trica equity auto-updates it without any mistakes.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A Cap Table holds information that every founder, investor, and equity-privileged employee would need to understand the stakes of ownership of a company. It enlists all the company\u2019s securities such as common shares, preferred shares, who owns them, and the prices paid by the shareholders for those securities. Also, a Cap Table indicates each shareholder\u2019s percentage of ownership in the company, the value of their securities, and dilution over time.\u00a0 Startups can manage their Cap Tables on spreadsheets at a very early stage, but managing it can become a critical pain point as complexities increase. Finally, after a few years [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":5427,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[47],"tags":[88,89,91,94,115,230,264,267,340,392,445],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Cap Table - Managing it Effectively - trica equity blog<\/title>\n<meta name=\"description\" content=\"Here&#039;s how founders and CHROs &amp; CFOs can maintain a centralized cap table on trica equity but also make entries on it seamlessly...\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/trica.co\/equity\/blog\/us\/manage-my-cap-table-efficiently\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Cap Table - Managing it Effectively - trica equity blog\" \/>\n<meta property=\"og:description\" content=\"Here&#039;s how founders and CHROs &amp; CFOs can maintain a centralized cap table on trica equity but also make entries on it seamlessly...\" \/>\n<meta property=\"og:url\" content=\"https:\/\/trica.co\/equity\/blog\/us\/manage-my-cap-table-efficiently\/\" \/>\n<meta property=\"og:site_name\" content=\"trica equity blog\" \/>\n<meta property=\"article:published_time\" content=\"2020-12-10T20:25:51+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-07-01T04:29:29+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/equity-blog-us.trica.co\/wp-content\/uploads\/2022\/06\/pexels-lukas-590011-scaled-1.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2560\" \/>\n\t<meta property=\"og:image:height\" content=\"1695\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Roshan Raj\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Roshan Raj\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/trica.co\/equity\/blog\/us\/#website\",\"url\":\"https:\/\/trica.co\/equity\/blog\/us\/\",\"name\":\"trica equity blog\",\"description\":\"digitize your equity stack\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/trica.co\/equity\/blog\/us\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/trica.co\/equity\/blog\/us\/manage-my-cap-table-efficiently\/#primaryimage\",\"url\":\"https:\/\/equity-blog-us.trica.co\/wp-content\/uploads\/2022\/06\/pexels-lukas-590011-scaled-1.jpg\",\"contentUrl\":\"https:\/\/equity-blog-us.trica.co\/wp-content\/uploads\/2022\/06\/pexels-lukas-590011-scaled-1.jpg\",\"width\":2560,\"height\":1695},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/trica.co\/equity\/blog\/us\/manage-my-cap-table-efficiently\/#webpage\",\"url\":\"https:\/\/trica.co\/equity\/blog\/us\/manage-my-cap-table-efficiently\/\",\"name\":\"Cap Table - Managing it Effectively - trica equity blog\",\"isPartOf\":{\"@id\":\"https:\/\/trica.co\/equity\/blog\/us\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/trica.co\/equity\/blog\/us\/manage-my-cap-table-efficiently\/#primaryimage\"},\"datePublished\":\"2020-12-10T20:25:51+00:00\",\"dateModified\":\"2022-07-01T04:29:29+00:00\",\"author\":{\"@id\":\"https:\/\/trica.co\/equity\/blog\/us\/#\/schema\/person\/2cdd643bfe94116f3b17a8d00deaf65f\"},\"description\":\"Here's how founders and CHROs & CFOs can maintain a centralized cap table on trica equity but also make entries on it seamlessly...\",\"breadcrumb\":{\"@id\":\"https:\/\/trica.co\/equity\/blog\/us\/manage-my-cap-table-efficiently\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/trica.co\/equity\/blog\/us\/manage-my-cap-table-efficiently\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/trica.co\/equity\/blog\/us\/manage-my-cap-table-efficiently\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/trica.co\/equity\/blog\/us\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Cap Table &#8211; 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