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Administrators
Administrators
Getting Started
Ownership (e.g. Shares)
Convertible Loan Notes
Options
Exercises
Share Grants
Warrants
Restricted Stock Units
Phantom Shares
Filings
Share Based Payment
Investor Relations and Portfolio
Settings
Going Live
Secondaries
FAQ
Stakeholders
Portfolio
Settings
Option grant signing
Ownership
Exercises
Investor Relations
Secondaries
FAQ
General
Contacting Support
Webinar Sessions
Administrators
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Help Centre
Administrators
Administrators
Getting Started
Ownership (e.g. Shares)
Convertible Loan Notes
Options
Exercises
Share Grants
Warrants
Restricted Stock Units
Phantom Shares
Filings
Share Based Payment
Investor Relations and Portfolio
Settings
Going Live
Secondaries
FAQ
Stakeholders
Portfolio
Settings
Option grant signing
Ownership
Exercises
Investor Relations
Secondaries
FAQ
General
Contacting Support
Webinar Sessions
Administrators
Administrators
Getting Started
Dashboard page
Ownership (e.g. Shares)
Exit Modeling report on Capdesk
Round Modeling report on Capdesk
How to record and transfer shares with share numbers
How to edit a share issuance
How to export the cap table report
Transaction history report
Explanation of placeholders for the share certificate template
How to prepare a share certificate template
How to cancel shares with share numbers
How to transfer shares with share numbers
Cannot Open Report / Export Download
The 'Transactions' page
How to Create Share Classes
How to Create Funding Rounds
How to Issue Shares on Capdesk
How to Transfer Shares
How to convert shares from one share class to another
How to convert shares in an import file
How to record adjustments (share splits / consolidations)
How to view and modify stakeholders' details
Basic Import (Share Issuance Only)
Basic Import with Share Transfers
How to Import With Transfers and Share Numbers
How to record a valuation
Revoking Published Data
Generating share certificates
Signing Share Certificates on Capdesk
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Convertible Loan Notes
How to set the interest rate on a convertible loan note
How to convert or repay a convertible loan note (CLN)
How to record convertible loan notes
How to bulk issue (import) convertible notes
Options
Standard placeholders used in agreement templates
How to create an equity plan
How to record an equity grant
How to add an incentive pool
How to record an offline exercise / lapse for options and warrants on Capdesk?
Option Cancellation Reasons
Vesting schedule types for grants
How to create a milestone vesting schedule
How do I create a custom vesting schedule?
How to Modify Vesting
Updating an option grant
Updating optionholder details
How to bulk (import) options
How to show the value of an option grant (public valuation)
How do I create a 'Grant Template'?
Option Agreement Template for Online Option Signing
Executing Grants (for option signing) on Capdesk
How to issue equity grants out of an employee benefit trust (EBT)
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Exercises
An overview of how to enable online exercise
How To Verify Your Administrator Identity on Capdesk
How To Verify Your Company on Capdesk
Setting up your Bank Account for Online Exercises
Establishing An Exercise Approver
How to Add Exercise Document Templates
How to Enable Online Exercises for an Option Plan
How to Terminate a Grant
How to allow optionholders to exercise vested options
How to allow leavers to exercise vested options
Approving an Online Exercise
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Share Grants
How to bulk issue (import) share grants
How to record a cancellation for a share grant
How to create a Share Grant (Growth Share) Plan
How to record share grants
How to set up and execute share grants
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Warrants
How to record an exercise for a warrant grant
How to record a lapse for a warrant grant
How to issue warrants on Capdesk
How to bulk (import) issue warrants on Capdesk
How to set up and execute warrant grants
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Restricted Stock Units
How to issue offline Restricted Stock Units (RSU)
How to execute signing for Restricted Stock Unit (RSU)
How to bulk import Restricted Stock Units (RSUs)
How to enable and add Restricted Stock Units (RSUs) plan
Phantom Shares
How to issue phantom (virtual) shares (manually on Capdesk)
How to bulk issue (import) phantom (virtual) shares
How to execute signing for Phantom Shares
Filings
How to upload previous filings
How to generate Companies House filings
How to generate EIS3 Certificates
How to generate your EMI Notification & EMI Annual Return
Share Based Payment
Overview of the Share Based Payment (SBP) report
Inputting fair value and share price valuations and how to export a share based payment (SBP) report.
Share Based Payment (SBP) report with Straight-line expensing method
Share Based Payment (SBP) report with Ratable expensing method
Share Based Payment (SBP) report with Graded expensing method
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Investor Relations and Portfolio
How to email all stakeholders
How to update the News page
How to use the Documents page
How to export a list of shareholders' email addresses
Settings
How to upload documents for stakeholders to access
How to access billing settings and invoices
How to add an equity module to the menu
How to link your DocuSign account to Capdesk
Inviting Investors to Capdesk
How to Add Administrators and Viewers
Edit Company Details
How to export your account data
How to select and change signatories on Capdesk
Account Settings (Acquisition / Delete Company)
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Going Live
What to Check Before Going Live
What do Shareholders and Option Holders Users See
How to update the email invitation when going live
Features available once you are live
Secondaries
Overview of how the online secondaries feature works (two-party online secondary only)
Enabling the online secondaries feature
How to set up a secondary transaction
Clearing the secondary transaction
Signing share purchase agreement (SPA) and stock transfer form (STF) and approve the secondary sale
Uploading stock transfer form (STF) and publishing the share transaction
How to execute a secondary transaction for a corporate stakeholder
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FAQ
Ad hoc costs: DocuSign and transaction fees
What is the difference between the shares and votes % in the cap table
Why do we need stakeholder email addresses?
How to Re-Invite Stakeholders
What is difference between draft and published data?
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