Not only are Cap Tables essential for making financial decisions, but they’re also extremely helpful in checking your work.

Quickly generate Cap Tables by navigating to an entity record, then selecting:

  1. Securities > Shares/Units

  2. From the Transactions tab, you’ll see a Cap Table button; click this and then set the date you’d like to generate the report as of

  3. Select Export and an .xlsx document will download

πŸ‘‚ Be sure to let us know how we can improve the report to best meet your needs!

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