Processing Stock Splits

What is a stock split? Stock splits are a change that increase (forward stock split) or decrease (reverse stock split) the amount of outstanding shares on the cap table. The price of the shares is adjusted as well, so the overall aggregate value that a shareholder holds remains the same. […]

Updated Terms of Service Acceptance

If you are an Account Owner of a company, you may have run into the following screen when attempting to use Capshare: Terms of Service acceptance is required to continue using Capshare. If for any reason you aren’t able to accept these terms, please reach out to Support and we’ll […]

Proportional Vesting

Proportional vesting occurs when a derivative, like an option, is partially early exercised. Note that it doesn’t apply to fully-exercised shares. We’ll explain with an example below. In this example we have an option grant of 100,000 shares. It vests monthly over a four-year period with no cliff. This is […]

Changing the Account Owner for a company

Account Owners in Capshare are unique and have a few extra permissions above that of normal Edit users. These are what separate them: Account Owners have the ability to delete a company. They are considered the point of contact if Capshare needs to reach out to the company. If the […]

Problems Logging In

Below are some common problems we’ve seen when users try to log in to their account/ Forgot password: If you’ve forgotten your password, you can reset it using the forgot password link on the sign in screen: Invalid token: When initially being invited to Capshare, the link you receive […]

Capshare Course (Beta)

The following courses are available to help you familiarize yourself with using Capshare. If you have any feedback, we’d love to hear it! Please send feedback to More courses coming soon! 101 Courses: Importing Single Importing Bulk Configuring Vesting & Pools Exercising Options Terminating Shareholders Transferring and Selling Cancelling […]

Equity Plans Explained

Equity plans are most commonly referred to as ESPPs, ESOPs, and Option Pools (but you can issue more than just options from them). The basic purpose of an equity plan is to set aside a pool of shares that pre-dilutes the cap table. This allows you to take from that […]

Tracking Additional Paid In Capital (APIC)

What is Additional Paid In Capital (APIC)? APIC represents the amount above par value that an investor has paid for their shares. This is mainly an accounting term and is tracked separately on balance sheets. How do I track APIC in Capshare? Since APIC is mainly only tracked in accounting, […]

How do I add a shareholder to the cap table?

In Capshare it’s not necessary to add a shareholder before recording their holdings. Adding shareholders in Capshare can be done in two different ways. Go to Cap Table > Primary Issuances and indicate a new shareholder name in the entry. The system will automatically create a shareholder if they don’t […]

Where can I download documents in my shareholder portal?

Your company may have uploaded documents to Capshare to make them available to you. You can access them by following these steps after logging in (note that if you’ve been asked to sign or approve documents, you should being following these steps). First, click on the name of the company […]