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The cap table records who owns your company and how each funding round changed that. Open Cap Table in the left sidebar (or go straight to /dashboard/cap-table). At the top you’ll see three totals: Total Shares, Shareholders and Share Classes, followed by three sections: Current Ownership, Share Classes and Funding Rounds.

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Building your cap table

1

Check your share classes

Caplia starts you off with a default Ordinary Shares class. If you have more than one class, click Add Share Class and set the Class Name, type (Ordinary or Preference), Votes Per Share and Liquidation Preference. A class that’s already assigned to shareholders can’t be deleted until you reassign them.
2

Add your shareholders

In Current Ownership, click Add Shareholder. Enter their name, choose a type (Founder, Investor, Employee or Advisor), the number of shares owned and, optionally, a share class. You can also attach supporting documents, such as a subscription agreement, from your data room.
3

Record your funding rounds

In Funding Rounds, click Add Round to log each raise, past or in progress.

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Recording a funding round

Each round has a Round Type (from Bootstrap and Friends and Family through Seed, Series A and beyond, or Custom for your own name), an optional Mechanism (for example Priced equity round or SAFE / ASA (UK)), a Target Amount, Valuation, currency (GBP, USD or EUR), a Round Start Date and a Status: Active, Closed or Planned.
Only one round can be Active at a time. If you add or edit a round and set it to Active, any other active round is automatically marked Closed.

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How the Raised figure works

The Raised column behaves differently depending on the round’s status: In practice:
  • While you’re raising, keep the round Active and keep investor stages and ticket sizes up to date in Deal Pipeline. The Raised figure then updates itself, and you’ll see a small chart icon next to it confirming it’s auto-calculated.
  • Once the round is done, set the status to Closed and enter the final total in Raised Amount. That figure is then shown exactly as you entered it.

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Exporting and sharing

Two buttons at the top of the page get your cap table in front of investors:
  • Export downloads the full cap table (ownership, share classes and rounds) as an Excel file.
  • Copy to Data Room generates the same Excel file and places it in the Equity & Cap Table folder of your data room, marked as shared and downloadable. Running it again replaces the previous copy, so investors always see the latest version.
Deleting a shareholder or round gives you a few seconds to undo, but it’s still worth exporting a copy before any major clean-up.
Not seeing the add and edit buttons? Your team account has view-only access to the cap table, so ask a colleague with management access to make changes.