Cap Table Management Services
A well-structured capitalization table (Cap Table) is crucial for tracking ownership, fundraising, and equity dilution.
At Advisorate, we provide expert Cap Table Management services to help startups and businesses maintain accurate records of equity distribution, investor holdings, and future fundraising impact.
Why Cap Table Management is Essential?
A professionally managed cap table provides numerous benefits for your business:
- Investor Transparency: Clearly outlines ownership stakes for existing and potential investors.
- Equity Dilution Analysis: Helps understand how fundraising affects ownership percentages.
- Compliance & Reporting: Ensures compliance with regulatory requirements and facilitates smooth audits.
- Future Fundraising Planning: Supports decision-making for upcoming funding rounds and valuations.
Our Cap Table Management Services
Initial Cap Table Setup
Structuring your cap table from incorporation, ensuring all shareholder details are accurately recorded.
Equity Issuance Tracking
Managing shares issued to founders, investors, and employees over time.
Fundraising Impact Analysis
Assessing dilution effects and optimizing fundraising strategies.
Stock Option Plan Management
Tracking Employee Stock Option Plans (ESOPs) and warrant allocations.
Regulatory Compliance Assistance
Ensuring compliance with Companies Act, FEMA, and SEBI regulations.
Exit Scenario Modeling
Simulating outcomes for mergers, acquisitions, and IPOs.
Who Needs Cap Table Management?
- Startups & Founders – To keep track of ownership distribution and fundraising impact.
- Investors & VCs – To analyze their shareholding in portfolio companies.
- Legal & Financial Advisors – To assist clients in due diligence and structuring equity deals.
- Enterprises Planning IPOs – To ensure proper structuring and regulatory adherence before going public.
Why Choose Advisorate for Cap Table Management
- Expert guidance tailored to startup and enterprise needs
- Real-time updates and customized reporting
- Seamless integration with fundraising and due diligence processes
- Full compliance with legal and regulatory frameworks
Frequently Asked Questions
Related Services
Term Sheet Preparation
Expert assistance in drafting term sheets that align with your cap table structure.
Learn moreFinancial Due Diligence
Comprehensive financial assessment including cap table review and analysis.
Learn moreShareholder Agreement & SSA
Legal documentation that formalizes the equity structure reflected in your cap table.
Learn more