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How do I update the cap table?

  • 1.  How do I update the cap table?

    Posted 07-26-2022 09:30

    How to update the cap table depends on what type of updates you want to make!

     If you need to reflect a security transaction, you'll navigate to Securities > select the relevant security type > search the applicable stakeholder > click the ellipsis next to that stakeholder > select the relevant transaction from the drop down.

    If you need to update authorized shares, here is an article to help.

    If you need to amend the option plan, learn how here.

    To issue new securities, you can reference this guide.



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    Layne Cole
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