Ongoing Cap Table Management – altshare

How to Manually Manage the Cap Table in altshare

altshare’s cap table module allows you to fully manage shareholder data, issue transactions, update funding rounds, and handle manual edits easily and securely.

Don’t Have an Existing Excel File?

If you don’t have a cap table in Excel, you can create your cap table manually directly in the platform.

How to Add Shareholders

To add a new stakeholder:

Click the ➕ Shareholder button at the top-left corner of the cap table.
Choose whether this is a Person or a Legal Entity.
Fill in the stakeholder's details.

How to Add Transactions to a Shareholder

In a stakeholder's profile, scroll to the list of existing transactions and click Add Transaction.

To Issue Common Shares

Transaction type: Issue
Asset class: Common
Enter the date, number of shares, PPS etc.

Issue Shares Under Funding Round

Transaction type: Issue
Asset class: name of relevant class
Enter the number of shares

Other details (like price and date) will be auto-filled from the linked share class.

SAFE (Refer to the dedicated guide for more details)

Add Transaction → Issue → SAFE
Fill in all relevant SAFE (investment amount, pre/post money cap and/or discount)

CLA (Refer to the dedicated guide for more details)

Add Transaction → Issue → CLA
Additional fields will appear, such as maturity date and interest rate.

Warrant

Add Transaction → Issue
Select the appropriate Asset Class
Under Award Type, select Warrant
Enter the number of warrants

Do not fill in share quantity or price fields — only the warrant fields.

How to Edit the Common Shares Amount

To update the number of common shares:

Locate the Common Shares column in the cap table
Click the Edit button
Enter the updated number of shares
Save your changes

Important:
If some of the common shares have already been allocated, you will not be able to reduce the total number of shares below the allocated amount.

How to Edit Share Amounts

Go to the relevant transaction in the stakeholder’s profile and click the ✎ icon.

For transactions linked to a share class (funding round):
- You can update the number of shares allocated
- You can also apply a discount to the PPS (Price Per Share)
For regular shares (not linked to a round):
- You can freely update any field in the transaction

How to Add Share Classes

In the middle of the cap table, click the ➕ Class button
Fill in the funding round details:
- Name of the round
- Round date
- Number of issued shares
- Price per share (PPS)
- Investment amount, and any optional flags (Anti-dilution, Conversion, etc.)

How to Update Share Classes

To edit an existing round:

Locate the share class in the cap table view
Click to open and edit fields such as:
- PPS
- Issued shares
- Round date
- Warrants and other parameters

Changes will apply to all linked transactions.

How to Edit or Delete a Transaction

You can edit or delete a transaction at any time from the shareholder’s profile.

Open the relevant shareholder profile
Locate the transaction you want to update
Click the three dots (⋯) on the transaction row
Select:
- Edit to update the transaction details, or
- Delete to remove the transaction

Note: Changes will be reflected in the cap table once saved or confirmed.

All changes are saved in the draft version of your cap table until you're ready to publish.
This ensures full control before changes go live.

How to Manage the Cap Table by Date

The cap table in altshare is managed along a timeline, meaning the data displayed reflects the selected date at the top of the screen.

How It Works

By default, the platform displays the cap table as of:

Today’s date, or
The last published version

You can change the selected date to view the cap table as it appeared at any point in time.

To Adjust the Date

Locate the date selector at the top of the screen
Choose your desired date

Once updated, the cap table will automatically reflect the selected point in time.

What Updates When You Change the Date?

When you adjust the date, all related data updates accordingly, including:

Fundraising rounds
Shareholder holdings
Option plan data

Why This Matters:
This feature allows you to analyze your company’s ownership and equity structure at any moment in its history - helping you track changes, model scenarios, and maintain full visibility over time.

How to Change the Cap Table Name

You can rename your cap table at any time to match your company’s naming conventions.

To Rename the Cap Table

Click the cap table name in the top-left corner of the screen
Click Edit
Enter the new name
Save your changes

Tip: Use clear and consistent naming (e.g., by date or version) to make it easier to track different cap table versions.

How to Navigate Between Drafts

You can switch between different draft versions to review or continue working on a specific version of your cap table.

To Navigate Between Draft Versions

Open the Cap Table module
Access the list of available draft versions
Select the draft you want to view or edit

Important to Know

You can maintain multiple draft versions for internal work and review
Only one Published version can exist at any given time

When a new version is published:

It replaces the previous published version
It becomes the new official cap table

Useful Cap Table Actions

Altshare provides several quick actions to help you manage and work with your cap table efficiently.

Available Actions:

Share
Share your cap table with relevant stakeholders or shareholders.
Split
Apply a share split to automatically update the number of shares across the cap table.
Delete Draft
Permanently remove the selected draft version.
Duplicate Draft
Create a copy of the selected draft or published version to continue working without affecting the original.
Export to Excel
Download your cap table data as an Excel file for external use or reporting.

Completed Your Cap Table — What’s Next?

Now that your cap table is set up, you can move on to more advanced tools:

Explore our advanced guides to learn how to use:

Funding Scenarios
Waterfall Modeling
Get started with a 409A valuation request