Cap Table Update Request

Cap Table Update Request — Form Fields

This finance template includes 9 fields. Request updates to the capitalization table reflecting new investment rounds, option grants, or transfers. Free to customize and use on ZenBuild.

• Company Name (text, required)
• Requestor Name (text, required)
• Contact Email (email, required)
• Update Type (dropdown selection, required) — options: New Funding Round, Option Grant, Warrant Exercise, Share Transfer, Conversion, Other
• Effective Date (text, required)
• New Shares Issued or Transferred (number, optional)
• Valuation or Price Per Share (number, optional)
• Details of the Update (long text, required)
• Supporting Documentation (file upload, required)