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


  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


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