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Manage your cap table and share with investors

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85 articles in this collection
Written by Wendy Canady
Step 4: Draft Securities and Step 5: Issue Securities

How to draft new shares

Cap table | Securities | Shares | Drafts | New Share
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Written by Wendy Canady
Updated over a week ago

How to view drafted shares and vesting info

Cap table | Securities | Shares | Drafts
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Written by Wendy Canady
Updated over a week ago

How to edit drafted shares

Edit Shares | Edit Securities | Issue Drafted Shares
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Written by Wendy Canady
Updated over a week ago

How to issue drafted shares

Issue Shares | Issue Securities | Issue Drafted Shares
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Written by Wendy Canady
Updated over a week ago

How to delete drafted shares

Issue Shares | Issue Securities | Delete Drafted Shares
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Written by Wendy Canady
Updated over a week ago

How to draft new warrants

Cap table | Securities | Warrants | Drafts
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Written by Wendy Canady
Updated over a week ago

How to view drafted warrants

Cap table | Securities | Warrants | Drafts
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Written by Wendy Canady
Updated over a week ago

How to edit drafted warrants

Cap table | Securities | Warrants | Drafts
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Written by Wendy Canady
Updated over a week ago

How to issue drafted warrants

Cap table | Securities | Convertible Note | Convertibles | Drafts
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Written by Wendy Canady
Updated over a week ago

How to delete drafted warrants

Cap table | Securities | Warrants | Drafts
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Written by Wendy Canady
Updated over a week ago

How to draft new convertibles

Cap table | Securities | Convertible Note | Convertibles | Drafts
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Written by Wendy Canady
Updated over a week ago

How to view drafted convertibles

Cap table | Securities | Convertible Note | Convertibles | Drafts
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Written by Wendy Canady
Updated over a week ago

How to edit drafted convertibles

Cap table | Securities | Convertible Note | Convertibles | Drafts
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Written by Wendy Canady
Updated over a week ago

How to issue drafted convertibles

Cap table | Securities | Convertible Note | Convertibles | Drafts
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Written by Wendy Canady
Updated over a week ago

How to delete drafted convertibles

Cap table | Securities | Convertible Note | Convertibles | Drafts
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Written by Wendy Canady
Updated over a week ago

How to draft new options

Cap table | Securities | Options | Drafts
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Written by Wendy Canady
Updated over a week ago

How to view drafted options and vesting info

Cap table | Securities | Options | Drafts
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Written by Wendy Canady
Updated over a week ago

How to issue drafted options

Cap table | Securities | Options | Drafts | Issue Options
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Written by Wendy Canady
Updated over a week ago

How to edit drafted options

Cap table | Securities | Options | Drafts
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Written by Wendy Canady
Updated over a week ago

How to delete drafted options

Cap table | Securities | Options | Drafts | Delete Options
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Written by Wendy Canady
Updated over a week ago
Issued Securities and Secondary Actions

How to modify shares

Edit | Modify | Issued shares
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Written by Wendy Canady
Updated over a week ago

How to transfer shares

Issued Securities | Transfer Shares
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Written by Wendy Canady
Updated over a week ago

How to repurchase shares

Issued Securities | Repurchase shares
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Written by Wendy Canady
Updated over a week ago

How to cancel shares

Issued Securities | Cancel shares
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Written by Wendy Canady
Updated over a week ago

How to delete issued shares

Issued Securities | Delete shares
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Written by Wendy Canady
Updated over a week ago

How to modify warrants

Issued Securities | Modify warrants
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Written by Wendy Canady
Updated over a week ago

How to exercise warrants

Issued Securities | Exercise warrants
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Written by Wendy Canady
Updated over a week ago

How to cancel warrants

Issued Securities | Cancel Warrants
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Written by Wendy Canady
Updated over a week ago

How to delete issued warrants

Issued Securities | Delete Warrants
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Written by Wendy Canady
Updated over a week ago

How to modify convertibles

Issued Securities | Modify Convertible Notes
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Written by Wendy Canady
Updated over a week ago

How to convert convertibles

Issued Securities | Convert convertibles
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Written by Wendy Canady
Updated over a week ago

How to cancel convertibles

Issued Securities | Cancel Convertibles
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Written by Wendy Canady
Updated over a week ago

How to delete issued convertibles

Issued Securities | Delete Convertible Note
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Written by Wendy Canady
Updated over a week ago

How to modify options

Issued Securities | Modify Options
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Written by Wendy Canady
Updated over a week ago

How to exercise options

Issued Securities | Exercise Options
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Written by Wendy Canady
Updated over a week ago

How to terminate options

Issued Securities | Terminate Options
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Written by Wendy Canady
Updated over a week ago

How to cancel options

Issued Securities | Cancel Options
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Written by Wendy Canady
Updated over a week ago

How to delete issued options

Issued Securities | Delete Options
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Written by Wendy Canady
Updated over a week ago

How to view a vesting schedule

Issued Securities | Vesting Schedule
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Written by Wendy Canady
Updated over a week ago