For more extensive modeling (beyond our scenario tools), you can make a copy of your cap table.
Click into the Dashboard and select “Cap Table” and then “Versions.”
Step 1: On the versions page, you can view and adjust the settings for all versions of your cap table. Hover over your primary cap table and click the menu, then “Copy.”
NOTE: This new copy will only be visible to its creator. If you wish to share the copy with others, click the “Permissions” button from the menu.
Step 2: Hover over the new copy and click the “Settings” button from the menu.
Step 3: This will pop-up a window allowing you to adjust the settings of this copy. You can change the name of the copy, date, type, etc. Don’t forget to press “save.”
Step 4: To view this new version, simply click on the name of the copy (blue text).