Start here
Navigate the app and use keyboard shortcuts
Find every Cap Table view on desktop and mobile, search company records, and use keyboard controls for search, forms, and tables.
On this page
Choose the view for the task
| View | Use it to |
|---|---|
| Home | Review summary metrics, ownership charts, upcoming events, and recent activity. |
| Cap table | Read ownership on a selected date and export or print it. |
| Securities | Find, issue, edit, and review individual instruments and their lifecycle actions. |
| Stakeholders | Manage holders and open their holdings statements. |
| Share classes | Manage classes, equity plans, reserve movements, stock splits, and hiring plans. |
| Round modeling; Exit scenarios | Evaluate financing or sale assumptions and save named scenarios. |
| Needs attention | Review dated conditions and record the appropriate follow-up. |
| Reports | Prepare stock compensation, Rule 701, and Form 3921 supporting reports. |
| History | Inspect recorded transactions, original values, and outcomes. |
| Settings | Manage the company profile, valuations, appearance, backups, and account. |
Find additional views on a small screen
Desktop navigation lists the views in the sidebar. The mobile tab bar shows Home, Cap table, Securities, Stakeholders, and More. Open More for Share classes, Round modeling, Exit scenarios, Needs attention, Reports, and Settings; History is also listed there.
The mobile header has Search and Issue security buttons. Wide tables scroll horizontally inside their table region. Scroll that region to reach quantities and row actions that are outside the visible columns.
Search and select a result
- Press Cmd+K on macOS or Ctrl+K elsewhere. You can also press / when you are not typing in a field.
- Type a holder name, security label, class, saved scenario, or page name.
- Use the up and down arrow keys to move through results, then press Enter to open the selected result.
- Press Escape to close search.
Search uses the selected company. It does not search the records of all your companies together. Global search does not open over another active form dialog. Finish or close that dialog first.
Move through forms and return to a view
Use Tab and Shift+Tab to move between controls. The app provides a Skip to main content control before navigation. In a dialog, focus stays within that dialog; Escape requests closure, subject to any operation that currently prevents closing.
Browser Back and Forward can return to earlier app views. Leaving a form is not a substitute for saving it. Attachment uploads and removals are separate immediate actions; see Manage attachments before assuming that closing a record form discards every change.
The public Docs and Guides libraries have a separate Find a topic search. That search filters articles and does not access your company records.