Publishing and Sharing Your Cap Table

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What is a “Published” Cap Table?

When managing your cap table in altshare, you work in Draft Mode by default - this is your internal working version where you can make changes freely without exposing data externally.

Once you’re confident that all the data is accurate - share classes, transactions and stakeholders - you can publish the cap table.
 This marks the current version as the official ownership record of the company.

Publishing is how you transition from internal setup to controlled external visibility.

Why Use the Publish Mechanism?

• Separate work-in-progress from official data  
  Keep drafts internal while reviewing or cleaning up data.
• Control timing  
  Only share when you're ready - nothing is exposed by accident.
• Enable stakeholder access  
  Publishing is required to share the cap table with external users -  investors, lawyers, board members, or other stakeholders:
• Stay always up to date  
  The published version becomes your single source of truth.  
  t stays synced with other modules like Equity Plans, so stakeholders always see the most current and accurate version - no manual updates, no confusion.

How to Publish Your Cap Table

1. Go to the Cap Table module.
    
2. Review your data and confirm it's complete.
    
3. Click Publish in the top-right corner.
    
4. The draft will become the official published version.
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You can continue to work in draft mode after publishing and re-publish updated versions as needed.

How to Share Your Published Cap Table with Stakeholders

Once the cap table is published, you can share it with investors, lawyers, board members, or other stakeholders:

1. From the Cap Table screen, click on the Share button
    
2. Check the users you'd like to give access to
    
3. Add their email address if needed and select 
    
4. Click Share
    

The selected stakeholders will receive an invitation via email to view the published cap table based on the permissions you set

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This controlled workflow ensures that only clean, approved data is visible externally - keeping your company’s equity information secure, accurate, and investor-ready.