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Managing Your Cap Table

The cap table is the heart of Equa. It tracks who owns what in your organization — every share, every security class, and every ownership percentage. This guide covers setting up and managing your cap table.

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Prerequisites

  • Active Equa account
  • An organization created in Equa
  • viewCapTable permission to view; editCapTable permission to make changes

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Understanding the Cap Table

Your cap table shows:
  • Shareholdings — Who holds shares and how many
  • Security types — The different classes of stock or equity in your company
  • Ownership percentages — Both outstanding and fully-diluted views
  • Capital changes — A history of every issuance, transfer, and cancellation

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Getting Started

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Step 1: Navigate to the Cap Table

From your organization dashboard, click Cap Table in the sidebar. This opens the main cap table view showing all current shareholdings.

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Step 2: Review the Layout

The cap table displays:
  • A list of all shareholders with their share counts and ownership percentages
  • A breakdown by security type
  • Fully-diluted ownership calculations that include outstanding, authorized, and reserved shares

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Common Tasks

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Adding a Security Type

Before issuing shares, define at least one security type.
  1. Navigate to Cap Table > Security Types
  2. Click New Security Type
  3. Fill in the details:
    • Name — e.g., “Common Stock”
    • Share class — The class designation
    • Share type — Common, preferred, options, warrants, etc.
    • Price per share — Default price for this class
    • Voting shares — Toggle on if this class has voting rights
    • Fractional shares — Toggle on to allow fractional ownership
  4. Click Save

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Viewing Ownership Percentages

The cap table shows two ownership views:
  • Outstanding — Percentage based on currently issued shares only
  • Fully diluted — Percentage including outstanding, authorized, and reserved shares (options pools, convertibles, etc.)
Toggle between these views using the controls at the top of the cap table.

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Recording a Funding Round

  1. Navigate to Cap Table > Funding Rounds
  2. Click New Funding Round
  3. Enter the round details:
    • Name — e.g., “Seed”, “Series A”
    • Round number — Sequential number
    • End date
    • Total common shares in this round
    • Total preferred shares in this round
  4. Click Save

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Recording a Valuation

  1. Navigate to Cap Table > Valuations
  2. Click New Valuation
  3. Enter:
    • Valuation date
    • Valuation amount
    • Currency
  4. Click Save

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Viewing Capital Changes

The capital changes log records every modification to your cap table. Navigate to Cap Table > History to see a chronological list of all issuances, transfers, and cancellations.

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Configuring Security Type Seniority

Seniority determines the liquidation preference order among your security types.
  1. Navigate to Cap Table > Security Types
  2. Click Edit Seniority
  3. Drag and drop security types to set the order (highest seniority at the top)
  4. Click Save

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Tips

All financial values in Equa use arbitrary-precision numbers to avoid floating-point rounding errors. Your ownership percentages and share counts are always exact.
Each shareholding is automatically assigned a sequential serial number within your organization. This number is used on share certificates for identification.

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Troubleshooting

Cause: You may not have the viewCapTable permission.Solution: Ask your organization admin to assign you a role that includes the “View Cap Table” permission.
Cause: This can happen when there are reserved shares in option pools or convertible instruments that are included in the fully-diluted calculation.Solution: Check the fully-diluted view. The difference between outstanding and fully-diluted percentages accounts for reserved but unissued shares.
Cause: You may not have the editCapTable permission.Solution: Ask your organization admin to grant you a role with the “Edit Cap Table” permission.