Navigating Shareworks Startup with View Access

Welcome to Shareworks Startup!

In this article we’ll be focusing on providing you with a solid overview of the core functionality available to you with view access, and a strong baseline for navigating the system.  With view access, you can review company information, export the cap table and other reports from Shareworks Startup, model future rounds, and more!

General Navigation

When you’re first invited to access a company, you’ll initially land on the cap table by shareholder page:

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This page should give you a good overview of the ownership of the company, and from here you can quickly dig into the info that you’re looking for.  Let’s take a minute to walk through the options you have to navigate from here:

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  1. The button in the top left corner exposes the main company menu.  If you’re ever looking for a particular feature on a company, this is a great spot to start.
  2. The search bar in Shareworks Startup can find any Security Class, Shareholder, or Certificate.  So whether you want to jump to take a look at John Doe’s holdings, or need to review your Series A round, this is a quick way to jump around.
  3. On particular views, there are regularly different ways to slice the data.  Look here for view toggles to look at the info a different way.
  4. Names throughout the system will be linked, so at any time you can follow that link to find a page dedicated to that individual’s holdings.
  5. Using the chat button in the bottom right corner, you can receive immediate responses from anywhere within the app.

Let’s now take a look at a few other important pages in the system, and make sure that you’re comfortable reading those pages:
Shareholder Page:

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This page is dedicated to an individual shareholder’s information and holdings.  A few notes about the page:

  1. This export will pull out a dedicated excel file of just the individual’s information
  2. There are a number of informational fields we track related to the shareholder, this button expands those fields so that you can view the individual’s address, department, other notes, etc.
  3. Highlight information about the individual’s particular holdings can be found in the tables below the summary.
  4. You’ll notice within that table that hyperlinks make it easy to drill in on particular holdings or jump up to security classes.

Grant Page:

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This page shows the particular attributes of an individual issuance.  While the page shown here is for an issuance, similar pages exist for options, warrants, and convertible notes:

  1. The Activity Log will show every change that has been made to this grant, which is useful for tracking any discrepancies in the information compared to your expected values.
  2. This section shows every transaction that has occurred.
  3. Legal documents can be uploaded to Shareworks Startup to give a full history of the included transactions.  If documents have been generated in Shareworks Startup or uploaded after the fact, they’ll show up in this document section here.

With those pages as an overview, we’ll now dig into some of the specific functionality that’s available to you within Shareworks Startup:


All information in Shareworks Startup can be exported to Excel to make it easy to share or model as needed.  This article explains how to kick off that export.

In addition to the core export, more specific data can be exported from the Security Class, Shareholder, or Waterfall pages in the app.  Just navigate to those specific pages, and you’ll find an export button at the top of the page that you can use to pull out those specific reports.

One note, any exports that you make will be pulled using the as of date on the cap table (which most of the time will be set to today’s date).  Unfortunately, modifying the as of date is limited to users with edit access, so if you need an export as of a different date (12/31 for example), you’ll need to contact the cap table’s administrator to get that export.


The scenario tools allow you to run analysis based on the cap table in the system, you can find them by opening the left-hand menu, and clicking on Scenarios.  There are two main tools that you can use.

The Waterfall tool allows you to answer the question “If the company sold for __________, what would I receive?”  It models liquidity scenarios to determine the breakdown of the payout to each individual on the cap table.  Shareworks Startup will take into consideration liquidation preferences and terms, conversion rates, strike prices on options, etc. to determine how the payout would break down.

The Financing Rounds tool allows you to model out a new round, estimating the pre-money valuation, amount raised, etc.  It will then show you what the dilution impact would be for current owners, and what the price per share will be for the new round.  You can find a step by step walkthrough for using that tool here.  There are more involved tools in the system for modeling more nitty-gritty scenarios available to edit users, but this tool is extremely useful for running quick calculations and getting insight into some of the most important metrics that will be impacted by the round.

409A Valuations:

Shareworks Startup partners with some of the best 409A valuation firms in the country to provide a less expensive valuation solutions to our clients.  Partners can pull information directly from Shareworks Startup, saving them cost on your process, which allows them to offer a less expensive option to our clients.

If your cap table is being managed by another party (such as your law firm), you can still take advantage of Shareworks Startup’s 409A services.  Just chat into our team using the chat link in the bottom right corner of the page and we can help get you set up for that valuation.

ASC 718 Stock Expense Calculations:

We’ve built the most powerful ASC 718 tool in the industry for venture-backed companies.  The system will ask several additional questions above what’s already been entered into Shareworks Startup, and based on that can then generate a full ASC 718 expense, complete with the specific journal entries, disclosures, and all of the build-up necessary to review the expense.

Similar to Shareworks Startup’s 409A, you can take advantage of Shareworks Startup’s ASC 718 functionality even if your cap table is being managed by a separate party.  Just reach out to our team using the chat link in the bottom right corner of the page, and we can help expose that functionality for your use.

Hopefully, this article has been helpful.  If you have any other questions, don’t hesitate to reach out to us using the chat function within the app and we will happily point you in the right direction.

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