The "Source of Truth" for Your Company’s Equity.
Download the 2026 Automated Stock Ledger & Cap Table.
Excel Format. Auto-Calculating. 2026 Compliance Ready.
Who actually owns your company?
If you are tracking your equity on a napkin, a static PDF, or a messy list of names, you are setting yourself up for a disaster during Due Diligence.
When you raise money or sell your company, the lawyers will demand a Stock Ledger. They need to see the exact history of every share ever issued, transferred, or cancelled. If your math is off by even one share, it can cost you thousands in legal cleanup fees.
Stop doing the math manually.
The Legal Attorney Automated Stock Ledger is a "Smart Spreadsheet" designed to act as your Fractional CFO. It tracks your issuance history and automatically calculates your Cap Table in real-time.
What You Get Inside the Download:
1. The Master Transaction Ledger (Tab 1)
This is your legal logbook. You simply enter the transactions (e.g., "Issued 1,000 shares to Jane"), and the spreadsheet handles the rest. It is formatted to meet Delaware record-keeping standards.
2. The Auto-Calculating Cap Table (Tab 2)
Stop using a calculator. This tab reads the data from the Master Ledger and instantly updates your ownership percentages.
See exactly who owns what percentage of the company.
See how many unvested shares are remaining.
Print this tab to send directly to investors.
3. The CTA Compliance Tracker (Tab 3)
Updated for 2026 Regulations. Under the Corporate Transparency Act, you must track the current home address and FinCEN ID of every major shareholder. This tab keeps that data organized so you don't get hit with the $591/day fine for missing information.
4. The User Manual (PDF)
We include a step-by-step PDF guide that explains exactly how to enter data, how to handle stock transfers, and how to verify your 83(b) election status.
Why Smart Founders Use This Template:
1. It Prevents "Cap Table Rot"
Most startups fail to track stock transfers (when a co-founder leaves). Our spreadsheet forces you to record the "Cancellation" and the "Re-issuance," preserving the legal chain of title.
2. It Saves $500/Hour Legal Fees
If you hand a lawyer a box of messy papers, they will charge you thousands to build this spreadsheet from scratch. Do it yourself in 10 minutes and hand them a clean file.
3. It is "Software-Agnostic"
You don't need to pay $100/month for Carta or Pulley until you have 20+ employees. This spreadsheet handles everything you need for the Seed Stage for a one-time price.
Manage Your Empire with Precision.
Today's Price: $99 | Save over 30% off the $145 retail price.
(One-time payment. Instant Download. Fully Editable.)
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Frequently Asked Questions
1. Do I need to be an Excel expert?
No. We have pre-programmed the formulas. You only need to type names and numbers into the white boxes. The blue boxes calculate everything for you.
2. Does this work for LLCs?
Yes. While it is set up for "Shares" (Corporations), you can simply rename the column to "Membership Units" and it works perfectly for LLCs.
3. Is this better than the PDF ledgers I found online?
Yes. PDF ledgers are "dumb documents." They cannot calculate percentages or totals. Our spreadsheet is a "living document" that does the math for you.
