Problems Logging In

Below are some common problems we’ve seen when users try to log in to their account/ Forgot password: If you’ve forgotten your password, you can reset it using the forgot password link on the sign in screen: Invalid token: When initially being invited to Capshare, the link you receive […]

Capshare Course (Beta)

The following courses are available to help you familiarize yourself with using Capshare. If you have any feedback, we’d love to hear it! Please send feedback to More courses coming soon! 101 Courses: Importing Single Importing Bulk Configuring Vesting & Pools Exercising Options Terminating Shareholders Transferring and Selling Cancelling […]

Equity Plans Explained

Equity plans are most commonly referred to as ESPPs, ESOPs, and Option Pools (but you can issue more than just options from them). The basic purpose of an equity plan is to set aside a pool of shares that pre-dilutes the cap table. This allows you to take from that […]

Tracking Additional Paid In Capital (APIC)

What is Additional Paid In Capital (APIC)? APIC represents the amount above par value that an investor has paid for their shares. This is mainly an accounting term and is tracked separately on balance sheets. How do I track APIC in Capshare? Since APIC is mainly only tracked in accounting, […]

How do I add a shareholder to the cap table?

In Capshare it’s not necessary to add a shareholder before recording their holdings. Adding shareholders in Capshare can be done in two different ways. Go to Cap Table > Primary Issuances and indicate a new shareholder name in the entry. The system will automatically create a shareholder if they don’t […]

Where can I download documents in my shareholder portal?

Your company may have uploaded documents to Capshare to make them available to you. You can access them by following these steps after logging in (note that if you’ve been asked to sign or approve documents, you should being following these steps). First, click on the name of the company […]

Capshare Support

Do you have questions that you aren’t able to answer using this help center? Feel free to reach out to our Support team, we’re happy to help. The quickest way to contact us is via chat using the icon in the bottom right hand corner: You can also contact us […]

How do I track voting in Capshare?

Voting rights in Capshare are tracked through creating separate securities. Separate securities can be created under Security Classes > Summary > Actions > New Security Class. The most common syntax for the security names are “Common (Voting)” and “Common (Non-Voting).” After you’ve created the securities and assigned issuances to them […]