Deal Mechanics

How to read a startup cap table

A capitalization table — cap table — lists every owner of a company’s equity and how much each holds. Reading one tells you what you are really buying, and what you are not.

What a cap table shows


Ownership by class

Founders and employees typically hold common stock; investors hold preferred stock with extra rights (liquidation preference, pro-rata, sometimes board seats). The cap table separates these classes because they are not economically equal.

Fully diluted vs. issued

"Issued" shares are what exists today; "fully diluted" adds every option, warrant and convertible instrument (SAFEs, notes) as if converted. Your real ownership percentage is calculated on the fully diluted number — always ask for that view.

The option pool

Shares reserved for future employee hires, usually 10–20% of the fully diluted cap table. A pool created or expanded right before your round dilutes everyone except the new investor — a common negotiation point.

A simplified example

Illustrative only — every real cap table looks different.

HolderShares% fully diluted
Founders6,000,00060.0%
Option pool1,500,00015.0%
Seed investors (prior)1,500,00015.0%
Your SAFE (converts this round)1,000,00010.0%

What to check before you sign


Outstanding SAFEs and notes

Every prior SAFE and convertible note dilutes everyone once it converts. A company that has raised several uncapped or high-cap SAFEs can surprise later investors with far more dilution than expected.

Founder vesting status

Confirm founders are still on a standard vesting schedule. Fully-vested founders with no ongoing lock-up have less incentive to stay if things get hard.

Clean cap table, no disputes

Ask directly whether any current or former shareholder disputes their stake. Messy cap tables (verbal equity promises, unresolved co-founder splits) are a common source of deals falling apart post-close.

Frequently asked questions

What percentage of a startup does a typical angel check buy?
It varies widely by check size and valuation, but a single angel check at seed stage typically buys well under 1% of the company — often a fraction of a percent, especially in an SPV alongside other backers.
How does my ownership change in future rounds?
Every new funding round that issues new shares dilutes existing holders proportionally, unless you exercise pro-rata rights to invest more and maintain your percentage. This is normal and expected — the goal is for your smaller slice of a much larger company to be worth more, not to avoid dilution entirely.
Should I ask to see the full cap table before investing?
Yes. A founder unwilling to share a fully diluted cap table (even in summary form) before you invest is a legitimate reason for pause — it is standard diligence at any check size.
What is a "phantom" or synthetic equity plan, and does it appear on the cap table?
Some companies grant cash-settled equity-like compensation (phantom shares, SARs) that mimics ownership economics without issuing real shares. These do not appear on the cap table itself but can affect the company’s future cash obligations — worth asking about if the company uses them.