That's right, there is now an option to generate a Cap Table right from the Transactions page!

🚨🌱 This feature is in its (very) infantile stages - be sure to let us know how it can be improved to better meet your needs!

Here's how to find it:

  1. Select the entity you would like to generate a Cap Table for

  2. From the tabs on the left select Securities and then click on Shares

  3. You will be brought to the Transactions tab and...

    ✨ Now when you're in Transactions there is a button for Cap Tables

  4. Click the Cap Table button

  5. Set the date by clicking on AS-AT DATE and using the calendar pop and select the date you would like to generate the Cap Table as of

  6. Click Export

  7. An XLSX document with a basic Cap Table format will be generated

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