Managing Cap Table
In this article, we shall explore how to customize the Dashboard visible for admin users. You can navigate to the customization screen by clicking on either...
Fri, 10 Feb, 2023 at 10:36 AM
Cap Table Dashboard provides an overview of ownership details of your company. This section will give you an overview of the following: An overview ...
Fri, 10 Feb, 2023 at 12:11 PM
A capitalization table, or Captable, summarizes the equity capitalization for your company. This table provides a detailed breakdown of a company’s equity ...
Tue, 15 Nov, 2022 at 12:22 PM
In order to view the captable by stakeholder view, navigate to the ownership tab from the side panel and select captable. By default, the admin will be vie...
Tue, 15 Nov, 2022 at 12:22 PM
Proforma Captable allows you to preview what your Captable may look like in events like the conversion of convertible instruments or exercise of ESOPs. The...
Tue, 15 Nov, 2022 at 12:25 PM
In order to view the captable by security class, click on the dropdown in the top right corner of the captable and select “by security class”. Onc...
Tue, 15 Nov, 2022 at 12:22 PM
As an admin, it is possible for you now to view your company's ownership your way. Navigate to Captable and go to column configurations. Add/ Remove the...
Fri, 20 Jan, 2023 at 4:31 PM
Admins can now see the Captable grouped by the transaction tags and Stakeholder Category. Transaction Tags: In order to view your Captable by the tags,...
Fri, 20 Jan, 2023 at 5:10 PM