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Product documentation

Cap Table documentation.

Practical instructions for using Cap Table software, from company setup and equity records to transfers, historical reports, and exit scenarios.

Learn the workflows.
Keep your records connected.

42 articles in this section

Start here

Get started with Cap Table

Set up your company or explore the app with sample data.

3 min read

Manage companies, account access, and documents

Keep company records and supporting files in the right workspace.

2 min read

Use the dashboard, calendar, and search

Find records and interpret the overview without losing context.

2 min read

Navigate the app and use keyboard shortcuts

Find the right view and move through the app with a keyboard.

2 min read

Set company details and currency

Set the company identity and monetary units before entering records.

2 min read

Maintain your records

Import a cap table from CSV

Prepare your files, match columns, and review the import preview.

3 min read

Record shares and equity grants

Connect each security to its holder, terms, and vesting schedule.

3 min read

Manage equity incentive plans

Track plan reserves, award assignments, and share recycling.

3 min read

Manage stakeholders and equity statements

Maintain holder profiles and prepare individual equity statements.

2 min read

Configure common and preferred share classes

Record the class terms used by ownership and financing models.

2 min read

Configure vesting schedules and acceleration

Translate dated vesting terms into a verifiable schedule.

2 min read

Record SAFEs and convertible notes

Maintain the actual terms behind convertible financing models.

2 min read

Record and review warrants

Track warrants and understand the current workflow limits.

2 min read

Find and review securities

Use the register to inspect each instrument and its recorded status.

2 min read

Attach, open, and retain supporting documents

Keep agreements and valuation reports connected to their records.

2 min read

Reconcile equity-plan reserve movements

Explain how dated movements produce each plan’s available reserve.

3 min read

Ownership changes

Transfer or repurchase shares

Move shares between holders or record a company buyback.

2 min read

Record a stakeholder departure

Review a departure’s effect on awards and outstanding shares.

2 min read

Record a stock split

Restate quantities and per-share terms with a dated split.

2 min read

Exercise options and issue certificates

Keep option quantities and resulting share certificates connected.

2 min read

Settle and cancel RSU awards

Reconcile RSUs, settlement certificates, and cancelled units.

2 min read

Close a funding round in Cap Table

Turn reviewed round assumptions into linked company records.

2 min read

Plan and review

Model a funding round

Compare ownership before and after financing, then review a round close.

3 min read

Exports, backups, and history

Understand reports, company backups, restore points, and the audit trail.

3 min read

Read and export a historical cap table

Review ownership on a selected date and reconcile the share counts.

2 min read

Model an exit waterfall

Compare modeled sale proceeds and save the deal assumptions.

2 min read

Plan hiring grants and pool capacity

Connect proposed hiring to equity-plan capacity and round assumptions.

2 min read

Save, update, and compare scenarios

Keep distinct assumptions and understand when saved results recalculate.

2 min read

Reporting

Prepare a stock compensation expense report

Review award values and expense recognition for a fiscal period.

2 min read

Review the Rule 701 report

Review a US compensatory-securities report and its scope.

2 min read

Prepare Form 3921 supporting data

Prepare exercise records for a US information-return workflow.

2 min read

Record and maintain 409A valuations

Maintain valuation dates, prices, and supporting reports.

2 min read

Print cap tables and stakeholder statements

Choose the report, date, ownership basis, and export format.

2 min read

Review and recovery

Resolve Needs attention items

Follow each reminder to the record or action that resolves it.

2 min read

Troubleshoot saves, imports, and recovery

Recover working records and understand why an action was refused.

2 min read

Correct records and understand deletion

Choose an edit, lifecycle event, or recovery action with its effects understood.

3 min read

Filter and inspect transaction history

Trace a recorded change to its actor, effective date, and outcome.

3 min read

Restore company data from a backup or restore point

Recover the intended company state while retaining the transaction trail.

3 min read

Reference

CSV import field reference

Match spreadsheet columns to the importer’s supported fields.

2 min read

Calculation methods and application limits

Understand denominators, model assumptions, and supported limits.

2 min read

Understand dates, number entry, and share units

Avoid mismatches caused by dates, percentages, precision, or stock splits.

3 min read

Security form field reference

Match the instrument’s actual terms to the fields in its form.

3 min read

Your equity, clearly

Put the reading into practice.

Explore the sample company or continue with your own records.

Open Cap Table