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The cap table records who owns your company and how each funding round changed that. Everything on the page is entered by hand: Caplia does not read your ownership figures out of any file you upload. Open Cap Table in the left sidebar, or go straight to /dashboard/cap-table. On a phone the sidebar collapses, so reach it from the More menu. The Fundraising Status card on your dashboard also links here, and its Create Round button opens the new-round dialog directly. At the top of the page are three totals, Total Shares, Shareholders and Share Classes, followed by three sections: Current Ownership, Share Classes and Funding Rounds.

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What this page does not do

Read this first if something is not appearing where you expect it.
  • Uploading a cap table spreadsheet to your data room, including using Set as Cap Table on a file there, does not populate this page. There is no cap table import or file parser. The data room copy is a document for investors to read; this page is a structured record you type in.
  • Adding a shareholder does not create an investor in your Deal Pipeline, and adding a pipeline investor does not create a shareholder. The two are separate records and Caplia never matches them by name.
  • Adding a shareholder does not change the Raised figure on any round. See how the Raised figure works.

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Building your cap table

1

Check your share classes

Caplia creates a default Ordinary Shares class the first time you open the page. If you have more than one class, click Add Share Class and set the Class Name, a Type of Ordinary or Preference, Votes Per Share (0, 1, 10, or a custom value between 2 and 50) and a Liquidation Preference such as 1x non-participating.
2

Add your shareholders

In Current Ownership, click Add Shareholder. Enter a Name, pick a Type of Founder, Investor, Employee or Advisor, and enter Shares Owned as a share count, not a percentage. Email and Share Class are optional. Ownership percentages are worked out for you as each holder’s shares divided by the total across all shareholders.
3

Link supporting paperwork (optional)

Under Supporting Documents (optional), use Link documents… to attach a subscription agreement or similar. Only PDFs already in your data room appear, and your pitch deck, financial model and cap table documents are excluded. Files whose name resembles the shareholder’s are sorted to the top and marked Suggested. Linked files get a file icon beside the shareholder’s name that opens a preview in the app.
4

Record your funding rounds

In Funding Rounds, click Add Round to log each raise, past, live or planned.
On desktop you can click the Ownership % column header to sort holders by stake: first click sorts high to low, second low to high, third returns to the default order.

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Recording a funding round

Click Add Round and fill in the dialog. Round Type runs from Bootstrap and Friends and Family through Angel, Pre-seed, Seed, Series A to Series C+, plus Bridge, Growth, Secondary and Custom for your own name. Mechanism is optional and covers instruments such as Priced equity round, CLN (Convertible Loan Note), SAFE / ASA (UK) and Grants / awards. The rest of the dialog is Currency (GBP, USD or EUR, used to display every amount on the round), Status of Active, Closed or Planned, Target Amount, Raised Amount, Valuation and a Round Start Date. Status starts at Active, and while it is Active the dialog explains what that means underneath the field. If you pick a Round Start Date in the past before you have touched Status yourself, the status switches to Closed for you, on the assumption that the round is historic. Pick a status yourself and your choice is kept whatever date you then choose.
Only one round can be Active at a time. If you add or edit a round and set it to Active, every other active round is automatically switched to Closed.

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How the Raised figure works

This is the single most common surprise on this page. The Raised column behaves differently depending on the round’s status. Whenever Status is set to Active, the Raised Amount box is disabled and labelled (Auto-calculated from pipeline), in both the Add Round and Edit Funding Round dialogs. To make £180,000 appear on a live round:
The pipeline is a paid feature; the cap table is not. If your plan does not include it, opening Deal Pipeline shows an Investor CRM lock card with a View Pricing Plans button instead of the board, and an Active round’s Raised figure can then never be filled in. Until you upgrade, record the round with a Status of Closed or Planned and type the amount into Raised Amount yourself. See billing.
1

Add the investors to your pipeline

Open Deal Pipeline and click Add Investor for each one. A shareholder row does not put anyone in the pipeline.
2

Move them to a qualifying stage

Only Hot, Term Sheet (shown as Terms on the board) and Closed Won (shown as Won) count. Cold and Warm contribute nothing.
3

Give each one a ticket size

Moving an investor to Hot or Terms from inside their detail panel opens the Investment Ticket Size dialog: enter the amount and click Save. Dragging a card between board columns does not prompt you. An investor at Hot or Terms who is still missing an amount shows an Add ticket size prompt on their board card and in the list view. Set the amount before you move anyone to Won: after that the list view stops showing the prompt, and the prompt on the board card opens the Actions tab, which has no ticket size control on it. An investor with no ticket size adds nothing to Raised.
4

Check the totals

Back on the cap table, the round’s Raised value now reflects the pipeline. The Pipeline Breakdown on the dashboard’s Fundraising Status card splits that total by stage, showing how many investors are counted at Closed/Won, Term Sheet and Hot and how much each stage contributes. It shows counts and amounts, never names.
Three things worth knowing about the calculation:
  • It is not scoped to the round. Every investor in your pipeline currently sitting at Hot, Term Sheet or Closed Won is counted, including ones left over from an earlier raise. Move finished investors out of those stages if you do not want them in this round’s total.
  • Ticket sizes are added together as plain numbers and then displayed in the round’s currency. If you record tickets in mixed currencies, the total is not converted and will be wrong.
  • Once the round is finished, set its status to Closed and type the final total into Raised Amount. When you switch an active round to Closed in the edit dialog, the field unlocks pre-filled with the auto-calculated figure, so check the value before you click Save Changes.

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Exporting and sharing

Two buttons sit at the top of the page.
  • Export downloads an Excel file with three sheets: Overview, Shareholders and Share Classes. Funding rounds are not included in the export.
  • Copy to Data Room generates the same spreadsheet and files it in the Equity & Cap Table folder of your data room, marked as shared and downloadable. Every click files a fresh entry, so copying twice on the same day leaves two entries in that folder. The file name carries the export date, so same-day entries point at the same overwritten file, while entries made on different days are genuinely different files. Delete the older ones if you do not want investors seeing them.
Separately, the Shared with investors switch at the top of the page controls whether approved investors who already have data room access can view your cap table inside Caplia. It is off until you turn it on, and only account admins see the switch.

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Who can edit

Editing needs the Admin role on your company (Company Admin in the invite dialog). A Member sees the same data but gets View only instead of the edit and delete controls, and none of the add buttons, Copy to Data Room or Shared with investors. Export stays available to everyone. Roles are changed at /account/team, covered in team.
Deleting a shareholder or a funding round asks you to confirm, then offers an Undo action in the toast for about seven seconds; undoing a shareholder also restores the links to their documents. Deleting a shareholder never deletes anything from your data room: it only removes the links between that shareholder and the files. Deleting a share class is different: it happens immediately, with no confirmation and no undo.

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Troubleshooting

An Active round reads the pipeline rather than the Raised Amount field. If nothing qualifies, the Raised cell shows a dash rather than a zero. Work through the list: are the investors in Deal Pipeline at all, are they at Hot, Term Sheet or Closed Won, and does each one have a ticket size saved? The Pipeline Breakdown on the dashboard’s Fundraising Status card shows how many investors are counted at each stage and what each stage contributes, so start by comparing those counts with what you expect. It does not show names: to find the specific investor, open Deal Pipeline, switch to the list view, and look for anyone at Hot or Term Sheet still showing Add ticket size.
Moving an investor straight to Won does not prompt for a ticket size, and the ticket size editor in the investor’s Actions tab only appears while they are at Hot or Term Sheet. Move them back to Terms, enter the amount in the Investment Ticket Size dialog, then move them to Won again.
The calculation counts every pipeline investor currently at Hot, Term Sheet or Closed Won, regardless of which round they belong to. Investors from a previous raise still parked in those stages are being added in. Move them elsewhere, or close the round and enter the final figure by hand.
Shareholder rows never feed the Raised figure. They drive Total Shares and the ownership percentages only. Raised comes from pipeline ticket sizes for Active rounds and from the Raised Amount field for Closed and Planned ones.
Uploading a spreadsheet or PDF to the data room, including tagging it with Set as Cap Table, stores the file for investors to read. It does not create shareholders, share classes or rounds. There is no import feature: add the rows here by hand with Add Shareholder and Add Round. It is fine, and normal, to keep both: the structured page for Caplia, the original file in the data room for diligence.
They never will be. Cap table shareholders and pipeline investors are separate records with no name matching between them. Add anyone you are still in conversation with to the pipeline yourself with Add Investor. Doing so is what lets their ticket size count towards an active round.
Expected behaviour whenever Status is Active, in the Add Round dialog as well as when you edit a round. Change Status to Closed or Planned and the field unlocks.
Picking a Round Start Date in the past sets Status to Closed for you, but only while you have not chosen a status yourself. Set Status back to Active after picking the date, or choose the status before the date.
A class still assigned to at least one shareholder cannot be deleted. Open each affected holder in Current Ownership, change their Share Class, save, then delete the class.
Each percentage is that holder’s Shares Owned divided by Total Shares, rounded to two decimal places, so small rounding differences are normal. A percentage that looks badly wrong almost always means a share count is wrong: check for anyone entered as a percentage (for example 20) rather than as a number of shares, and for holders you have not added yet. Total Shares only counts shareholders listed on this page, so unissued or option-pool shares are not in the denominator.
Your account has the Member role on this company, which is view-only for the cap table. Ask an admin to change your role at /account/team.
That is how the export is built: it contains only the Overview, Shareholders and Share Classes sheets. Round history stays on this page. The dashboard’s Fundraising Status card is not a substitute: it shows only your active round and the three most recent closed ones. Include the full history separately if an investor asks for it.

Deal pipeline

Stages, ticket sizes and the investors that feed an active round’s Raised figure.

Data room

Where the exported spreadsheet lands and what investors can see.