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). […]

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 […]

Rule 506 of Regulation D – Safe Harbor

Rule 506 governs safe harbor provisions for private companies. To be eligible for safe harbor your company must meet specific conditions and criteria. More information on rule 506 and this criteria can be found on the SEC website.

Deferred Tax Asset

Definition according to Investopedia: “Deferred tax asset is an accounting term that refers to a situation where a business has overpaid taxes or taxes paid in advance on its balance sheet. These taxes are eventually returned to the business in the form of tax relief, and the over-payment is, therefore, […]

How to Deal with Accidentally Deleted Securities and Equity Plans

If you’ve accidentally deleted holdings for 1-10 shareholder’s information, your best bet is to re-enter that information manually. If the deletion is more significant, such as deleting an entire security, equity plan, or cap table, please contact support as soon as possible. We will attempt to recover your information for you from […]

Processing Stock Splits

The way to process a stock split is to make two versions of your cap table. One version will contain the pre-split numbers while the alternate will contain the post-split numbers. This will maintain a clean look and accurate historical data. The steps to creating a new version/copy of your cap table […]

Why Does Convertible Debt Not Show Up on My Cap Table?

Why Does Convertible Debt Not Show Up on My Cap Table? Convertible debt that has not yet converted to stock shares is not considered “equity”, or in other words, ownership in the company. An investor who holds a convertible note doesn’t actually own a percentage of the company until the […]