Cap Tables can now be generated in Athennian from the Transactions page and the information pulled into the report is grouped into two - The Summary Capitalization Table and the Detailed Capitalization Table.
A. Summary Capitalization Table: This sheet summarizes the total number of outstanding shares and percentage ownership across share classes in the entity.
B. Detailed Capitalization Table: This sheet breaks down the number of outstanding shares and percentage ownership for each shareholder in the entity.
Now let's walk you through how to generate a Cap Table in Athennian;
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Select the Entity to generate a Cap Table for
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From the tabs on the left select Securities and then click on Shares
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Under the Transactions tab click on the Cap Tables Button
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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
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Click Export and an XLSX document with a basic Cap Table format will be generated.
Video Instructions: