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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
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
Webinar Sessions
Administrators
Administrators
Getting Started
Dashboard page
Updates to Capdesk customer agreement and data processor agreement
Ownership (e.g. Shares)
Basic import with share transfers
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
See more
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?
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
How to executing grants (for option signing) on Capdesk
How to issue equity grants out of an employee benefit trust (EBT)
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Exercises
How to terminate a grant, create an exercise window and publish an exercise
How To Verify Your Administrator Identity on Capdesk
How To Verify Your Company on Capdesk
Establishing An Exercise Approver
How to Add Exercise Document Templates
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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
See more
Restricted Stock Units
How to execute signing for Restricted Stock Units (RSUs)
How to bulk import Restricted Stock Units (RSUs)
How to issue offline Restricted Stock Units (RSU)
How to enable and add Restricted Stock Units (RSUs) plan
Phantom Shares
How to issue phantom (virtual) shares
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
See more
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
How to invite investors to Capdesk
How to add administrators and viewers
How to edit company details
How to export your account data
How to select and change signatories on Capdesk
How to record an acquisition or delete a company
See more
Going Live
What to review before going live with your Capdesk account
What can shareholders and optionholders view on Capdesk?
How to update the email invitation before going live
What additional features are available once your account is 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
See more
FAQ
Ad hoc costs: DocuSign and transaction fees
How the shares and votes percentages are calculated on the cap table
What is the difference between draft and published data?
