Publishing and Sharing Your Cap Table

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.
    

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

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

How to create a New Draft Version?

Once your cap table is published, any changes must be made in a new draft version. This ensures that your published data remains stable and visible to stakeholders while you work on updates internally.

Why Create a New Draft?

Creating a draft allows you to:

• Safely make updates without affecting the published version
• Review and validate changes before sharing
• Maintain a clear separation between official data and work-in-progress

Option 1 -  Draft from the Published Version

In most cases, you’ll want to base your updates on your existing data:

1. Go to the Cap Table module
2. Click on the Create Copy Button
3. A new draft will be created as an exact copy of the current published version
4. Make your updates as needed

This option is ideal for:

• Adding new funding rounds
• Updating ownership after transactions
• Making incremental changes

Option 2 - New Draft from Scratch

If you need to build or restructure your cap table:

1. Go to the Cap Table module
2. Click New Draft
   1. Upload a new cap table Excel file and begin the validation process.

This option is useful when:

• Setting up a new structure
• Rebuilding your cap table
• Making major structural changes

Tip: Your published version remains unchanged until you click Publish again — giving you full control over when updates become official.