Ready to set up your cap table?

Before you add shareholders to your Cap Table, let's make sure everything is customized to your company. Head over to Company Settings to customize your Cap Table.

Naming Your Investment Rounds

Every fundraising journey is different, and yours is no exception! In Company Settings, you can customize the name of each funding round by navigating over to the Cap Table tab.

Click "Edit", hover over the far right side of the name you'd like to edit, click the pencil and name the round whatever you'd like. When you're finished, click the green checkmark and "View" to save.

You can also edit the Share Types in your cap table. Simply scroll down, click the pencil on the far right of the Share Type you'd like to edit. When you're finished, click the green checkmark and "View" to save.