
Cap Table Summary
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This investment approval template is a ready-made Google Slides deck for founders who need a board vote before raising money. It covers why now, the round size and dilution, the terms in plain English, the process to close and the approval request across twelve slides.
Each slide uses sample figures for Elmstead Holdings, a fictional software company raising $3M at a $12M pre-money valuation. Replace the figures and cap table with your own, rewrite each term with a worked example, and check the numbers with counsel before the board sees them. This deck is not legal advice.
Click Make a copy in Google Slides, then confirm on the Google page. The copy is saved to your own Google Drive.
Replace the company name, round size and valuation on the cover.
Rebuild the cap table with your own shareholders and option pool.
Check each figure with your finance lead and counsel before the vote.
Delete the guide slide, then send the deck in the board pack.
No. Elmstead Holdings, its investors, founders and every figure are fictional sample data, written to show a finished board deck.
No. It explains common terms for discussion. Have counsel review each clause, and a tax adviser review the structure, before you sign anything.
Keep the request to about twelve slides, with the decision on the first and last, so directors can read the terms and vote in one meeting.

Docs + Word6 pages
Free
Docs + Word6 pages
Free
Excel
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