Find a step-by-step tutorial on how to export your cap table data with reports in the video below.
Pro-tip: Once you've managed to mimic a shareholder report similar to the one shown in the video, you can decide to add other fields in the column section such as "total shares" or "fully diluted ownership". Next, try grouping it by "share class" to create a even more realistic view of your cap table.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article