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Cap Table Management
Equity Clarity at Every Funding Round

Maintain a clean, investor-ready cap table at every stage — from incorporation to Series B. We handle ESOP pool creation, CCPS/CCD/SAFE note modelling, and dilution analysis for every funding round.

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ESOPCCPSSAFE NotesCCDDilution AnalysisCap TableAnti-DilutionEquity Structure
What It Covers

Everything You Get
With This Service

A messy or incorrect cap table is one of the biggest red flags for investors. Our team builds and maintains your cap table from day one — ensuring accuracy, compliance, and clarity as you grow from founders to multi-stakeholder structure.

  • Founding cap table setup at incorporation
  • Convertible note and SAFE modelling
  • CCPS (Compulsorily Convertible Preference Shares) modelling
  • CCD (Compulsorily Convertible Debentures) modelling
  • Anti-dilution provisions modelling (broad-based WA, ratchet)
  • ESOP pool creation, vesting schedule design, and tracking
  • Round-by-round dilution analysis
  • Post-money valuation and ownership % computation
  • Drag-along, tag-along, and liquidation preference analysis
  • Cap table clean-up for pre-Series businesses
  • Virtual Data Room (VDR) preparation for investors
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Cap Table Management
by BYF Consulting LLP
Response Time
Within 24 Hours
Service Coverage
Pan India — Remote
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Our Process

How We Deliver This
Service — Step by Step

1

Current State Audit

We review your existing shareholder register, any convertibles, and ESOPs to get the current cap table right.

2

Modelling & Scenarios

We build a clean cap table model with scenarios for upcoming funding rounds and dilution analysis.

3

Regulatory Filings

We ensure share allotments are properly reflected in MCA filings and statutory registers.

4

Ongoing Maintenance

We update the cap table after every equity event — allotment, transfer, ESOP exercise, or conversion.

Questions Answered

Frequently Asked
Questions

What is a SAFE note?▾
Simple Agreement for Future Equity (SAFE) is a convertible instrument where an investor provides capital that converts to equity at a future funding round, typically at a discount.
What is the difference between CCPS and equity shares?▾
CCPS are preference shares that mandatorily convert to equity at a future date. They are commonly used in Indian startup funding as they defer equity valuation until conversion.
How does an ESOP pool affect the cap table?▾
An ESOP pool is typically created from founders' shares or authorised capital before a round. It dilutes existing shareholders but attracts and retains talent.
What is anti-dilution protection?▾
Anti-dilution clauses protect investors from dilution in down-rounds by adjusting the conversion price of their instruments. Broad-based weighted average is the most common type.
Should I use a software tool for cap table management?▾
We recommend Carta, Captable.io, or custom Excel tools depending on your round stage. We set these up and manage them for you.
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Get Expert Help with Cap Table Management

Our specialists are ready to guide you. Book your free consultation now — no commitment required.

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