How to download a cap table report

Downloading from the Cap Table page

1. Navigate to either:

   • Essentials → View cap table → By Share Class, or

   • Essentials → View cap table → By Stakeholder.

2. Click Export.

3. Choose from the following export options:

   • Default cap table report: Pre-configured with tabs for summary, intermediate, and detailed views.

   • Select cap table report options: Opens the report modal for custom export formats (scroll down for more info).

Downloading from the Equity Reporting page

1. Navigate to Essentials → Run Reports

2. Click Cap Table, then select your desired options for export (scroll down for more info).

Customizing the cap table report

When using the report modal, you can refine the export to suit your needs:

• Report as of Date (Required): Choose a date to view the cap table.

  • Past dates provide historical data.

  • Future dates show projections for events like vesting or grant expirations.

• Worksheet Tabs (Required):

  • Summary: Ownership by share class.

  • Intermediate: Details for preferred stakeholders and non-preferred share classes.

  • Detailed: A breakdown of ownership by each stakeholder and their securities.

  • Securities Ledger by Type and Class: Includes tabs for each security type and share class(e.g. Shares, Warrants, SAFEs & Convertibles, Options).

• Additional settings:

  • Include Excel Formulas: Adds formulas for summing values in the export.

  • Include Draft Securities: Includes pending issuances (marked in blue). The report must be as of the current date or earlier to include drafts.

  • Include Summary by Stakeholder Property: Organizes the summary by stakeholder attributes like cost center, job title, or custom properties.

  • Show Additional Options: Expands the options for legacy report formats, which may not flag data errors.