We are making it easier for companies to keep cap tables up to date after a new round of investment.

What’s new?

Our new Share Class Manager can extract information from Incorporation Documents and Stock Purchase Agreements, saving company administrators time when issuing investor shares after fundraising.

Who is this available for? 

All company administrators can upload and extract data from Incorporation Documents. Administrators from companies reflecting their first priced round can upload and extract data from Preferred Round Stock Purchase Agreements.

Main Value Proposition

The new Share Class Manager powered by document extraction saves you time, money, and makes sure your cap table data matches the legal documents after a new round.

How do I use it?

1. Navigate to Securities, then Manage Share Classes
   
   
   
   
2. Click "Update Share Classes", then select "Add new filing date"
   
   
   
   
   
3. Upload documents, and wait on screen for the extraction
   
   
   
   
   
4. Review data and save

Anything else I need to know? 

Any company can upload incorporation documents and have new share class data automatically ready for review, but only companies on their first priced round can upload Purchase Agreements.