Skip to main content
The cap table is the authoritative ownership record for each portfolio company in Centi. It aggregates every active block of securities — shares, options, and convertibles — and shows you who owns what, in what quantity, and at what percentage of the total. You can read the cap table directly in the portal, download a formal share register document, or export a fully formatted Excel workbook for offline analysis or investor reporting.
1

Open the Companies list

Click Companies in the sidebar. Centi loads the full list of portfolio companies registered under your organisation.
2

Select a company

Click the company name in the list (for example, Saga MidCo). Centi opens the company detail page.
3

Confirm the Cap table tab is active

The Cap table tab is selected by default. If you navigated away, click the Cap table tab in the tab strip to return to the ownership view.

Reading the cap table

The cap table is organised into sections by security type. Within each section, every row represents one shareholder’s position in that security class. The columns are:
ColumnDescription
ShareholderThe name of the individual, company, or fund entity holding this position
SecurityThe specific security class (e.g. Ordinary A shares, Series 1 Warrants)
UnitsThe number of units held by this shareholder in this security
Ownership %This shareholder’s proportional stake in the fully diluted share count, expressed as a percentage
Aggregate rows at the bottom of each section show the total units issued and the combined ownership percentage for that security type.

Security types shown

The cap table surfaces three categories of securities:
  • Shares — ordinary and preference shares, representing direct equity ownership. Each share class may carry different voting rights and liquidation preferences.
  • Options — employee or investor options and warrants, including their exercise price, exercise window, and underlying share class. Options are shown on a fully diluted basis.
  • Convertibles — convertible instruments such as standard convertibles, shown alongside their conversion terms and the share class they convert into.
Each security type is displayed in its own section of the cap table so you can assess dilution clearly.

Ownership percentages

Ownership percentages are calculated on a fully diluted basis by default, meaning options and convertibles are included in the denominator as if they had already converted or been exercised. This gives you the most conservative view of any one shareholder’s stake.

Downloading the Share Register

The share register is a formal document — typically an Excel or PDF depending on the country — that records all shareholders and their holdings as at the date of the most recent security event.
1

Navigate to the cap table

Open the company detail page and ensure the Cap table tab is active.
2

Click Share Register

Click the Share Register button in the top-right of the page header.
3

File downloads automatically

Your browser downloads the share register file immediately. No additional confirmation is required.
If the Share Register button is disabled with a tooltip that reads No share register exists, the document has not yet been generated for this company. Contact operations@gocenti.com to have it created.

Exporting the cap table to Excel

The Excel export produces a multi-sheet workbook with a cover page, a summary sheet, an investment sheet, and a security sheet. Use this export for investor reporting or offline modelling.
1

Navigate to the cap table

Open the company detail page and ensure the Cap table tab is active.
2

Click Export Cap Table

Click the Export Cap Table button in the top-right of the page header.
3

Workbook downloads automatically

Once generation is complete, your browser downloads the .xlsx file. The file name includes the company display name and a timestamp, for example: Saga MidCo - Cap table export 2025-06-01T12:00:00Z.xlsx

What the Excel workbook contains

SheetContents
CoverCompany name, organisation number, date of last change, and contact details
Cap table summaryConsolidated ownership overview across all security types, showing each shareholder’s cost per share, units, votes, total investment, latest valuation, and both basic and fully diluted ownership percentages
Cap table by investmentA row-per-investment breakdown of each shareholder’s positions, including acquisition date and the equity program the position originates from
SecuritiesDefinitions of every security class — name, units, base value, valuation, votes, yield terms, compounding, day count convention, exercise window, strike price, and underlying security
  • Companies — browse the full list of companies and navigate to individual company pages.
  • Loans — view shareholder loans linked to equity programs within the same portfolio.