Exporting the cap table

This article will show you how to export your cap table and ledgers in Excel format. 

To get started, navigate to the 'Reports' page under Capitalization.

Select the information you'd like to include in your report. The three selected tabs are most commonly checked. Each checkbox you select will be included in a tab in your report. Enter the effective "as of" date for your report, then press "Export" to begin your download.

Note: The"Include draft securities" box will only be available after at least one other box is checked.

Summary table

Your summary table includes a high-level overview of the issued and authorized shares, broken down by share class. No individual shareholders are visible in the summary table.

Summary table by relationship

Your summary table by relationship includes a grouped overview of the issued and authorized shares, broken down by shareholder's relationship like "investor", "employee", etc.


Detailed ownership

Detailed ownership includes the share quantity of each shareholder and option holder, separated into outstanding and fully diluted counts. We also provide the ownership percentage based on these counts.


Ledgers

A ledger contains the full listing of certificates, options, warrants, and convertible notes. We include information like shareholder name, email address, quantity, price, notes, and more.


Drafts

If you include drafts in your report, they will show up in red.