Term Sheet Summary
Docs + Word8 pages
Free
- Type
- Document
- Price
- Free
- Pages
- 6 · US Letter
- Style
- Corporate
- Difficulty
- Beginner
- Updated
- November 5, 2026
Every page (6)
Overview
The Cap Table Summary template is a ready-made Google Docs document for founders and finance leads. Presents ownership before and after a round with the option pool. It has 6 designed pages, covering current ownership, round, option pool, post-money ownership, so you start from a finished layout.
Every page is filled with sample content for a fictional company, Glenmoor Holdings, so you can see how the finished document should look. Make your own copy, then replace the sample text, figures and photos with yours. The styles, fonts and layouts stay in place.
Useful for
- Start a new cap table summary from a designed layout
- Give founders and finance leads a consistent format
- Share a polished document with your team
What's included
- 6 designed pages in one Google Docs file
- A page for current ownership
- A page for round
- A page for option pool
- Sample content that shows what to write
- Built-in styles and fonts
How to use it
- 1
Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.
- 2
Replace the company name and the cover details with your own.
- 3
Work through each page, replacing the sample text and figures.
- 4
Swap the photos and delete any sections you do not need.
What you need
Requirements
- A Google account with access to Google Drive
Works with
- Google Docs
- Microsoft Word (download the .docx)
Questions
Is this Cap Table Summary template free?
Yes. Make a copy in Google Docs and it is yours to edit, with no sign-up here and no cost.
Can I change the fonts and layouts?
Yes. Everything is built with standard Google Docs styles, so you can change the fonts and layouts as you would in any document.
Is the sample content real?
No. Glenmoor Holdings and every name and figure are made up for the example. Replace them with your own before you share it.
- #fundraising-round-memo
- #finance
- #google-docs
- #document-template
- #free-template
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