Sample Reports
Summary Cap Table
Summary Cap Table
This capitalization scorecard lets you easily see a quick, visual summary of the capitalization structure of the company. The CapControls system offers significant flexibility in formatting cap tables to meet your specific requirements.
Option Summary Report
Option Summary Report
Your directors will appreciate seeing this report at every Board meeting. It gives them the basic information they need before approving the grants you have proposed. You can sort and filter this report for an individual or for an investor group. In addition, you can report on vesting and option plan details as of a future date.
Investor List Report
Investor Contacts
While not complicated, this report gives you the current contact information you need for all of your investors. All too often, companies don’t keep the investor information current and it is very difficult to reconstruct when a capital event is pending.
Summary Outcome Analysis
Outcome Summary Analysis
This report is the ultimate scorecard. It shows the distribution of capital at a liquidity event to each class of securities. Use this report to plan so that you will know the real impact of the liquidity event in dollars before you commit. Coming soon will be a Personal Outcome Report that takes this concept to the individual level.
Investor Cap Table
Investor Cap Table
This is a printer-friendly version of the investor cap table.
Top Holdings Report
Investor Ownership
Use this report to list and see the details you choose for the group of investors with the most holdings.
Testimonials
“W Squared’s finance and accounting outsource solution services over 35 client companies. All clients with preferred stock or an option plan are encouraged to use CapControls. It’s a great tool.”
- Shannon Farrington, Founder and CEO of W Squared, a business processing outsourcer that provides accounting, technology, human resources and payroll solutions.
