Manage your organization's ownership structure and capitalization table with our smart spreadsheet template tool with transaction entry forms and more.
Listing updated:August 1, 2024
Works with:
259
Overview
Cap Table for Sheets™ is an essential Google Sheets™ add-on designed specifically for startups, and small businesses to efficiently manage their capitalization table, also known as captable. With this tool, you can seamlessly add and manage stakeholders such as shareholders, noteholders, and stock option holders, and allocate issued securities to reflect their capital ownership in your company.

Key Features:
Comprehensive Stakeholder Management: Easily add and manage various types of stakeholders. (equity management) (capital management)
Accurate Security Allocation: Allocate issued securities to stakeholders to reflect accurate ownership percentages. (no fully diluted version yet)
User-Friendly Sidebar Forms: Our intuitive sidebar forms ensure transactions are validated and easily added to your sheet.
Automated Cap Table Re-calculation: The cap table is automatically re-calculated to reflect new totals after each transaction.
Versatile Transaction Handling: The transactions sheet supports security issues, transfers, conversions, splits, cancellations, option exercises, and calls.
Precise Form Calculations: Ensure accuracy with security quantities and prices calculated to a 6-decimal precision in our smart spreadsheet template.
Data Security and Privacy:
At Tallystone, we understand the importance of data security and privacy. With Cap Table for Sheets™, you are always in control of your data. All information is securely managed within your Google Workspace or Google Drive account, ensuring that sensitive data remains protected and confidential. You can trust our tool to maintain the highest standards of data security, giving you peace of mind as you manage your capital table.

Why Choose Cap Table for Sheets™?
Convenient and Efficient: Streamline your cap table management with our easy-to-use tool.
Accurate and Reliable: Ensure precision in your transactions with our validated forms and automated calculations.
Secure and Private: Keep your data secure within your Google Workspace or Google Drive account.
Tallystone is dedicated to continuously improving Cap Table for Sheets™ to meet your needs and expectations. We welcome your feedback and are here to assist you with any questions or requirements. Please visit https://www.tallystone.com/cap-table-for-sheets/help-desk to log your inquiries or suggestions.
Additional information
PricingFree of charge
Privacy policy
Terms of service
Cap Table for Sheets™ will ask for the permissions shown below. Learn more
Cap Table for Sheets™ will need access to your Google account
This will allow Cap Table for Sheets™ to :
View and manage spreadsheets that this application has been installed in
Display and run third-party web content in prompts and sidebars inside Google applications
See your primary Google Account email address
See your personal info, including any personal info you've made publicly available
Reviews
Language:
Sort by:
Google doesn't verify reviews or ratings. Learn more about reviews
Profile Picture
HillFitz Admin
August 30, 2024
I have decided to provide a review to highlight a major issue with how Google handles the add-on installation process. The download of the add-on is pretty straightforward but the "Step 2 of 2" is where I got lost. After the add-on script is installed, you need to download the sheet template from the Tallystone. Click on the link in Step 2 to get the template you need. Either the template with dummy data or the clean template. Copy the Youtube link text below to view a video to help with the process or search in YouTube for Tallystone. My apologies to Tallystone for the 4 star review, but the Google installation process is really the problem here. Other than that, the cap table add on works great! "youtu.be/q52nYEqheJI"
Is this review helpful?
Yes
No
Profile Picture
Rob Mailler
July 17, 2024
This is just what I have been looking for. Our business requires that we create new SPVs for investment opportunities. We deal with a range of different approaches to capitalisation so we can provide an appropriate solution that is tailored to the needs of the stakeholders in each case. Cap Table allows me to organise this in a clear crisp way that facilitates efficient communication with stakeholders and regulatory authorities.
Is this review helpful?
Yes
No
Profile Picture
Jacob Parker
July 5, 2024
This capital table has drastically improve our equity management. It's user-friendly, offers real-time updates and provides reporting perfect for investor updates. Quick and easy integration saved time. Great for any start-up or scale-up looking for a no-cost easy capital management solution. Much better than alternative paid services. Only took me a few hours to get my capital transactions up to date. Highly recommend this software for any business looking to streamline cap table management!
Is this review helpful?
Yes
No
Profile Picture
Sherifdeen Muhammed
August 20, 2024
Amazing app! It’s made managing my equity so much easier and more efficient. Highly recommend it to anyone
Is this review helpful?
Yes
No
Profile Picture
Christiana
August 19, 2024
Cap Table for Sheets has been an absolute lifesaver for our startup. It integrates smoothly with Google Sheets, allowing us to manage our equity distribution effortlessly. The templates are well-designed and the setup was a breeze. It’s a must-have tool for anyone managing a cap table
Is this review helpful?
Yes
No
Profile Picture
Williams Cedric
August 21, 2024
Cap Table for Sheets has been a fantastic addition to our Google Workspace toolkit. Managing our cap table used to be a complex and time-consuming task, but this app simplifies everything.
Is this review helpful?
Yes
No
Profile Picture
Alistair Gillespie
July 24, 2024
Tallystone Cap Table is a game-changer for our startup's investment operations. It effortlessly organizes our capitalization activities, ensuring clear, streamlined communication with stakeholders. The tool's precision and user-friendly interface make managing complex capital structures a breeze. Highly recommended for early-stage startups dealing with capital strategies.
Is this review helpful?
Yes
No
Profile Picture
Apex Team
August 21, 2024
The Cap Table for Sheets app is a game-changer for our startup. It simplifies cap table management and integrates seamlessly with Google Sheets. Highly recommend!
Is this review helpful?
Yes
No
Profile Picture
Guy Boland
July 16, 2024
This spreadsheet is such a time saver. Whoever put this together really understood the importance of tracking important company information. I like how such a complex sheet makes information so easily displayed in both tables and chart form. Well done and thanks.
Is this review helpful?
Yes
No
Profile Picture
Tyson Ben
August 21, 2024
We've been using Cap Table for Sheets for several months now, and it's been a game-changer for our startup. The app offers an intuitive interface that integrates perfectly with Google Sheets, making it easy to track shares, investors, and valuations.
Is this review helpful?
Yes
No
1-10 of 12
Search
Clear search
Close search
Google apps
Main menu