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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.

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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: Aggregate rows at the bottom of each section show the total units issued and the combined ownership percentage for that security type.

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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.

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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.

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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.

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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. A popover opens where you choose how ownership should be priced.
3

Choose an export mode

Use the Current / Historical toggle at the top of the popover to pick the mode that fits your reporting need (see Export modes below).
4

Click Export

Click Export. 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

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Export modes

The popover offers two modes that control how each holding is valued in the workbook.

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Current

Exports today’s ownership positions, priced against a valuation you select. The Valuation dropdown lists:
  • The latest active fair market value (FMV) valuation, tagged FMV.
  • Every published projected valuation that has not expired, tagged Projected.
Choose FMV for a standard current-state export at fair market value. Choose a Projected valuation to model today’s cap table against a scenario such as a planned funding round. If no valuations exist for the company, the dropdown shows No valuation available. Create and publish one in Valuations to export against it. See Valuations to create and publish a projected valuation.

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Historical

Exports ownership as it stood on a date you pick, using the latest valuation that was published on or before that date. Use Historical mode for point-in-time reporting — for example, a quarter-end share register or an as-at valuation date snapshot. The date picker is bounded by the earliest available snapshot for the company and today’s date.

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What the Excel workbook contains

  • 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.