Understand what an ownership table records and why it matters during fundraising.
Program rules, amounts, and dates can change. Check the linked official sources for the current cycle.
Track ownership clearly
A capitalization table summarizes company securities and ownership interests. Investors may expect it to reflect holders and relevant equity details.
Reconcile prior agreements
Review issued shares or units, options, convertible instruments, and other rights against company records. Resolve inconsistencies before presenting a raise.
Get professional review
Equity and securities documents can have legal and tax consequences. Ask qualified counsel or an accountant to review records and planned changes.