Manage cap table access by deal group

Requesting cap table access is now quicker for investor firms that hold companies through deal groups. You can handle a whole group at once instead of one company at a time.

  • Use the new Group selector on the Cap Table Access page to switch between the standard list and a view organized by deal group

  • Request access for an entire deal group in one action

  • Request access to entities your firm holds only indirectly through a deal group, not just the ones you hold directly

  • A company that sits in several deal groups appears under each one, and companies in no deal group keep their own row


This is available now to all investor firms.

Have questions or feedback? Let us know in the comments.