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Capitalisation

Capitalisation

Find here all the objects related to your capitalisation : the capitalization table, exports, securities, pools and shareholders.

Capitalization Table

Cap table management

How does the Cap table work?

How to export my Cap table?

Securities

How does the Securities view work?

How to add a security?

How to edit or delete a security?

How to setup a vesting?

How to set up the terms and conditions applicable in the event of an employee's departure ?

Vesting schedule: which rounding rule should you apply?

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Pools

Option pool management

How to add a pool?

How to edit or delete a pool?

Equity awards

How to read Equity awards Excel Report?

How to export equity awards ?

Type of securities

How do I create an Ordinary share ?

How do I create a preferred share?

How do I create a BSPCE ?

How do I create a stock option ?

How do I create a free share ?

How to create a Warrant (with acquisition schedule)

How to create a Warrant (Air, Ratchet...)

How do I create a Phantom Share ?

How do I create a convertible note ?

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