Cap Table & Stakeholders
Start your cap table, replace sample data, and understand the main ownership cards, metrics, and quick actions.
By Undo1 author6 articles
- Cap Table: How to set up and read your ownership overviewStart your cap table, replace sample data, and understand the main ownership cards, metrics, and quick actions.
- Stakeholders: How to add people, investors, entities, and pending allocationsAdd founders, investors, employees, advisers, directors, funds, or entities before assigning shares, options, or convertibles.
- Share issues and historical events: How to record ownership changesChoose between issuing shares now, recording past ownership, or creating a historical event that rebuilds your cap table history.
- Ownership, share classes, and option pool: How the cap table structure worksReview ownership by holder, class, or type, manage share classes, and track reserved, granted, and exercised options.
- Stakeholder profiles: How to manage holdings, documents, activity, and notesOpen a stakeholder profile to review their holdings, invite them to the investor portal, upload documents, and keep private admin notes.
- Cap Table FAQ: Common setup, ownership, and transactionsQuick answers to common questions about setting up your cap table, adding stakeholders, recording shares, and understanding ownership in Undo.