Cap Table Management
Fully diluted cap table, dilution modelling and statutory record reconciliation
- 1ReconcileCap table matched to statutory records.
- 2ModelDilution and waterfall scenarios built.
- 3MaintainUpdated after every allotment, transfer or grant.
Share your details. We’ll reply on WhatsApp with the next steps and a checklist.
Pick a plan — the fee is adjusted if you hire us within 30 days.
About Cap Table Management
A clear overview, in simple terms — what it is, why it matters, and how we handle it.
A cap table records who owns what in the company on a fully diluted basis — equity shares, CCPS, convertible notes, ESOPs granted and unallocated, and warrants. It must match the register of members, allotment filings and demat records. We maintain it, model how each new round and ESOP pool dilutes everyone, and show how proceeds would be split on an exit under the liquidation preferences agreed.
Spreadsheet cap tables drift away from legal records: conversions not reflected, ESOP lapses missed, or transfers never recorded. We reconcile the cap table with the register of members, PAS-3 and SH-7 filings and ISIN records, then keep it updated after every event.
For a new round we model pre- and post-money ownership, the effect of creating an option pool before the round, and the exit waterfall — so founders know what a given valuation and preference stack really means for them.
| Instruments tracked | Equity, CCPS, CCDs, notes, ESOPs, warrants |
|---|---|
| Must match | Register of members, PAS-3, SH-7 and demat records |
| Demat | Non-small private companies must hold securities in demat form |
| Modelling | Round dilution, option pool, exit waterfall |
Who this is for
Common scenarios where this service is a good fit.
- Startups between rounds
- Founders negotiating a term sheet
- Companies with ESOPs and convertibles outstanding
What you get
Clear deliverables so you know exactly what's included.
- Cap table build and reconciliation
- Round and pool modelling
- Exit waterfall analysis
- Event-by-event updates
Expert review before every submission — not just data entry.
Working notes and reconciliations you can rely on in future notices.
Resident Indians, NRIs, expats and cross-border businesses — all served.
Documents required
A practical checklist. We'll tell you if anything else is needed based on your case.
* This is a base checklist. After a quick pre-check, we may ask for additional items specific to your case.
Process
A simple, trackable workflow — designed to avoid back-and-forth.
Cap table matched to statutory records.
Dilution and waterfall scenarios built.
Updated after every allotment, transfer or grant.
Get a quote
We share a clear quote on WhatsApp after a quick checklist pre-check.
- Fixed quote on WhatsApp after a short look at your facts and documents.
- Government fees, if any, are paid at actuals and shown separately.
| Factor | DIY | Indus Tax |
|---|---|---|
| Expert review | ❌ | ✅ |
| Notice risk reduction | ❌ | ✅ |
| Deduction optimisation | ❌ | ✅ |
| Audit-ready records | ❌ | ✅ |
| AIS/26AS reconciliation | ❌ | ✅ |
Share your facts and deadline. We'll reply with the right checklist and a clear quote.
Fee adjusted against our service fee if you go ahead within 30 days.
- Priority CA Call-backSkip the queue — a CA calls you within 30 minutes.₹255
- RecommendedCA Consultation (30 min)Talk one matter through properly with a CA.₹755
- In-depth CA Review (60 min)Documents reviewed before the call, written action plan after.₹1,155
Call-backs run Mon–Sat, 9 AM–6 PM IST. Booked outside these hours? We call you first thing the next working morning.
Compare the 3 plansFrequently asked questions
Answers to the most common questions we get.
Official sources
Indus Tax is a private professional services firm and is not affiliated with any government authority. Rules and fees change — we confirm current positions before filing.
