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:
Select the entity you would like to generate a Cap Table for
From the tabs on the left select Securities and then click on Shares
You will be brought to the Transactions tab and...
✨ Now when you're in Transactions there is a button for Cap Tables
Click the Cap Table button
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
An XLSX document with a basic Cap Table format will be generated