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 […]

Enable SSO SAML Integration

You can enable SSO SAML integration for your company via Company > Integrations in the left menu. NOTE: This is currently in beta, so some functionality may not work as expected. This section is only available if you are using the new beta version of Capshare. If you run into any […]

Recording a Recapitalization or Restructure

If your company recently went through a recapitalization or restructure, you’ll want to record those changes in Capshare. The best way to do that is to cancel out the original issuances, then record new primary issuances. An example would be converting all preferred stock into common stock. That can be […]

How to record an early exercise

Some option grants allow shareholders to early exercise, or in other words, exercise unvested shares. By default option grants in Capshare are marked as not being early exercisable. You can follow the steps below to record one. Step 1. First, change the originating option to be early exercisable. You can […]

Firm entities in Capshare

When navigating in Capshare, you may have come across the option to create a firm. Like a company, a firm is an entity within Capshare. Firms are meant for managing several companies. That’s for two reasons: billing and access. Billing: Some firms pay on behalf of their client or manage the […]