Cap Table Generation

  • Updated

 

Cap Tables can now be generated in Athennian from the Transactions page! This article provides simple steps on how to generate Cap Tables. 

  1. Select the Entity to generate a Cap Table for

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

  3. Under the Transactions tab click on the Cap Tables Button

    Screen_Shot_2021-09-15_at_12.06.24_PM.png

  4. Set the date by clicking on AS-AT DATE field and using the calendar pop, select the date the Cap Table should be generated as of

    Screen_Shot_2021-09-15_at_12.07.37_PM.png

  5. Click Export and an XLSX document with a basic Cap Table format will be generated.
    Video Instructions: