How do I Issue Shares?

If you are looking to issue new certificates within a previously existing security, go to the security page, and then click the “Issue Shares” button on the right side. This will bring you back to the spreadsheet view where you can type in information directly into the sheet.


Enter all the pertitent information on the correct tab. For instance, if you are issuing options, go to the “Options Tab” at the bottom. Don’t forget to check the “additional columns” to see if there is anything else you wish to enter.


Alternatively, you can open the left nav-bar, and under “Cap Table”, click on “Primary Issuances.”


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