Summary of how to build a cap table in Kudocs in seconds

This guide explains how to create your own cap table using Kudocs

The action is available via:

All actions.

Keep control of your corporate information: registers, documents, stakeholders, Companies House filings - accurate & available in seconds.

Build your cap table

You can create (and then edit) an unlimited number of cap tables in Kudocs at the click of a button. Just go to Actions > All Actions > Build cap table.

Step 1

Give your cap table a name!

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Step 2

Confirm the options and other security information for each share class

More detail

Kudocs will pre-populate with the information currently stored in Kudocs. You can update this for the purposes of the cap table (i.e. it wont change the core information in the Kudocs registers) to account for things like option pool refreshes.

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Step 3

Confirm the current company valuation

More detail

Either by providing a value if you have one, or by using the most recent share price. Kudocs will calculate the value for you.

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Step 4

Provide information about any new investment you want included in the model

More detail

This includes investment into specific share classes, and adding new share classes for the cap table model

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Step 5

Review your cap table in Kudocs, and export as a spreadsheet whenever you want.

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Outputs

Fully editable cap table available for you to review, edit, delete at any time.
Export as a spreadsheet for further modelling.
Create a new one whenever you want.

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Create a cap table

Kudocs simplifies company management for business owners & professional advisers

Build your cap table

Give your cap table a name!

Confirm the options and other security information for each share class

Confirm the current company valuation

Provide information about any new investment you want included in the model

Review your cap table in Kudocs, and export as a spreadsheet whenever you want.

Outputs