Cap Table Management

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  • 1.  Question

    Posted 07-15-2022 10:37
    1. Is there a simple way to share my cap table with investors? 


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    Sam Savini
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  • 2.  RE: Question

    Posted 07-18-2022 10:49

     If you want to specifically share your cap table in an exported format you can navigate to "Capitalization" > "Share Class" > "View cap table as of desired date range" > "Export". Also, in the event of a merge and acquisition you can share a copy of your cap table and all historical records! 



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    Morgan Neumann
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  • 3.  RE: Question

    Posted 07-26-2022 09:21
     If you want to specifically share your cap table in an exported format you can navigate to "Capitalization" > "Share Class" > "View cap table as of desired date range" > "Export". Also, in the event of a merge and acquisition you can share a copy of your cap table and all historical records! 

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    Morgan Neumann
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