How is preference calculated?

The preference amount you see in Capshare relates to the liquidation preferences of the security that the holding was issued from. You’ll see this amount in a few different places, such as the security page and the shareholder profile pages: The preference amount is calculated using the outstanding share count […]

Using workflow to mass upload a document

Using the following steps, you can mass upload a document to multiple holding pages at once. Create a workflow and select the type of issuance that the document will be uploaded to. Note: It may be necessary to create separate workflows if you’d like to upload the document to various […]

Creating a summary cap table for investors

When entering a new round your investors will likely ask to view your cap table. Depending on the type of information in your cap table already, you may want to hide certain things such as private shareholder information and agreements. You can do so by creating a summary cap table […]

How do I issue Option Grants?

To add an Option Grant, open the left navigation menu, then go to Cap Table > Primary Issuances. This will take you to the spreadsheet view to record issuances. Click on the “Option Grants” tab to record that type of issuance. You can then enter the details for the new option grant(s). […]

Changing security type for stock

When entering issuances you may have accidentally entered them under the wrong section or security type. You’re not able to directly convert common stock to preferred stock or vice versa, though you can copy the information from one section into another. This can be done by opening both sections in […]

How to run a Waterfall scenario without accelerated vesting

Normally when running the waterfall scenario in your cap table, we assume that any unvested shares will 100% fully vest upon exit. Some exit proposals won’t always include this assumption, so you may want to run the scenario without it. You can do that by cancelling out unvested shares, then running […]