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 can be found in this article: How to Create a Version of your Cap Table

For example, Adam Smith originally has 100 shares pre-split and needs 1,000 shares post-split. You would leave your existing cap table with 100 shares as the pre-split version (renaming if needed). After making a copy of the cap table, you can change Adam’s shares to 1,000 and have this table be the post-split copy. Make any other needed adjustments (strike price, price per share, etc) in the post-split copy.

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