Use Athennian's pre-built Cap Table to summarize Securities data across Classes!
Capitalization Tables generated for an Entity will create an Excel sheet with two tabs:
- Summary Capitalization Table: summarizes the total number of outstanding Shares/Units and percentage Ownership across all Classes in the Entity.
- Detailed Capitalization Table: breaks down the number of outstanding Shares/Units and percentage Ownership for each Holding in the Entity.
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Navigate to the Securities section of the Entity, then select Ownership
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Under the Transactions tab, click on the Cap Tables button
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Leave the As-At Date field blank to generate a current Cap Table, or click on the As-At Date field and use the calendar pop-up to select the date the Cap Table data
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Click Export
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The generated Cap Table will be saved in an Excel (.xlsx) format and is available in your web browser download files