You will need to share your cap table with lots of people. Keep your cap table up-to-date and in a form that can be shared easily.

Keeping contact details (email, phone number and physical addresses) alongside the names of your equity holders can be useful, particularly as your company grows and more equity holders are involved. This will help your communication with your equity holders and make it easier to give notices.

It can be helpful to group types and classes of equity holders together, so you can see who you need to get consent from before taking a course of action. For example, if your company’s Articles of Association provide that a majority of Series A shareholders must give consent to the company issuing any new shares, your cap table should show you the shareholders from whom you need consent in connection with a new financing.