New Funding Round Update

How to Manually Update a New Funding Round

Altshare’s cap table module allows you to manage shareholder data, issue transactions, and update funding rounds easily and securely.

Step 1: Add a Share Class (Funding Round)

1. In the cap table, click the ➕ Class button
2. Enter the funding round details:
   • Name of the round
   • Round date
   • Number of issued shares
   • Price per share (PPS)
   • Investment amount
   • Optional settings (e.g., Anti-dilution, Conversion, etc.)

Step 2: Add Shareholders

To add a new stakeholder:

1. Click the ➕ Shareholder button (top-left corner)
2. Select:
   • Person, or
   • Legal Entity
3. Enter the stakeholder’s details

Step 3: Add Transactions

Once the share class and shareholders are set, assign shares via transactions:

1. Open the relevant stakeholder profile
2. Scroll to Transactions
3. Click Add Transaction

Issue Shares Under a Funding Round

• Transaction type: Issue
• Asset class: Select the relevant share class

Enter:

• Number of shares

Other details (such as price and date) are automatically pulled from the selected share class.

Tip: Make sure your share class (funding round) is fully defined before issuing shares, so all transactions are correctly linked and reflected in the cap table.