Expiration Policies

An expiration policy is what determines how much time a shareholder has to exercise their options after termination. To view or modify Expiration Policies, click “Equity Plans,” then “Plans & Vesting” from the Dashboard, then click on the Expiration Policies tab. After creating the policy, you can adjust each issuance […]

Seniority

Seniority is used to specify the order in which payouts are given in an exit event. This gets used in calculating Breakpoints for the Waterfall and other scenarios. These are listed in ascending order, meaning that the most senior (the security to first receive a payout) is the one in […]

Why is X Not Showing on My Cap table?

Here are some of the common reasons why a transaction might not show on your cap table: The accrual date set to the past. If a transaction is missing from your cap table, it might pre-date the accrual date. See this tutorial to change the accrual date of your cap […]

Negative Totals as a Result of Transactions

Sometimes, you will find yourself with negative share totals on a shareholder or certificate page. Negative share totals such as that shown above are often caused by secondary transactions (cancellations, exercises, etc.) that do not combine vested and unvested totals. For example, in the certificate shown above, a cancellation of […]

What Are Cap Table Auditor Warnings?

The cap table auditor provides you with notifications when something on your cap table doesn’t look quite right. This helps you to review your cap table and correct any data fidelity issues that arise from data entry errors, or time-bound events. You can see how many warnings you have at […]

How to share your cap table in Capshare

This article walks through adding users to your cap table in Capshare. Navigate to ‘Manage Users’ by opening up the menu on the left side, clicking on ‘Company’ and then clicking on ‘Manage Users’ Click Add user in the top right corner Fill out the popup that appears.  You have […]

How do I invite or re-invite users to my cap table?

To manage access to your cap table, first go to Company > Manage Users in the left menu. On this screen you’ll notice that we’ve already added placeholder users for shareholders on your cap table. Each user (whether actual or a placeholder) indicates a status on the right hand side. […]

How do I change permissions?

Step 1: To adjust permissions go to the Dashboard, click “Company” and then “Manage Users” For a break down of these levels of permission, see this page. Step 2: Select the menu for an Active user, then click Change Permissions NOTE: You will not be able to adjust permissions for […]

What levels of access can I grant my users?

Here are the different levels of permissions you can grant your users. This description is also available on the Manage Users page. To invite users who have no holdings listed your cap table, see this article. To invite users with holdings on your cap table, see this article.