From the left menu, click Security Classes > Summary. On this page hover over the desired security and click the menu, then Edit (if you wish to create a new preferred class, click Actions > New Security Class). From this screen you can add various security settings which will affect […]
To change the option type on a single grant, follow these steps: STEP 1: Navigate to the page for this grant (type in the grant ID or the shareholder name in the blue search bar up top). STEP 2: Go to Actions > Edit in the upper right hand corner. […]
Open the side menu. Select company, then billing. In the top right corner, Actions > Billing History.
Sheets are a great way to edit and input a large amount of data quickly and easily. If you have multiple entries with recurring data, you can quickly fill in multiple cells at the same time. Fill in one of the cells with the appropriate data Select the cell you […]
To turn off billing on your company follow these steps: 1. From the left menu of the cap table select “Company” then “Billing.” 2. Next to “Next Billing Date,” click “Cancel Subscription.” Note that the cancel subscription link will not appear for stock expensing or 409A subscriptions if your […]
Step 1: You can use the search bar up top to search by ID or shareholder. Alternatively, go to the individual shareholder page and click the certificate ID. Step 2: Go to Actions > Edit in the upper right hand corner. Step 3: Make any necessary edits.