Ready to add your shares to your Cap Table?
In Step 1 you fill in the information about the Funding Round in which you want to record shares.
Shareholders: Here you select the Shareholder(s) you want to record shares for. If you can't find the Shareholder(s) in the dropdown you first need to add them in the Stakeholder section.
Funding Round: We support common rounds from 'Pre-seed' to 'Series C' but you can create a custom round yourself from within the dropdown of this field.
Valuation and Valuation Type: If this round involves a valuation you can fill it in here. This data will be used in the next step. This field is not mandatory.
Date of Issue: The date of issue of these shares.
In Step 2 you fill in the information about the shares that you want to record.
Type of Shares: We have some common share types in our system but you can easily add custom share types by scrolling to the bottom in the dropdown of that field (see below).
Tip💡
If you have any questions on the meanings of certain shareholder rights, you can always hover over the tooltips for more details.