Overview: Extract Data from Securities

Amy Carr
Amy Carr
  • Updated

The Securities features of Athennian centralize Ownership information, which can be extracted into Excel or Documents for sharing information outside of Athennian.

There are many different ways of extracting that data into different usable formats.  The type of extraction used will depend on the type of extraction required.

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Note: Due to the volume of transaction data that can be stored in Securities, all extracts must be generated one Entity at a time.  Navigate to the Securities section of an Entity to access the Exports, Cap Tables, and Documents like Registers and Ledgers. 

For more information about each of these options, check out the following articles for more details: