Cap Table


Summary and detailed ownership by shareholder reports
[[ownershipReportErrorMessage]]

Security Ledger


Full shareholder and security data by type of security ledger.

Captable.io format
[[capTableReportErrorMessage]]
Shareworks by Morgan Stanley format Export
Carta format Export
Exercise transaction report

[[exercisesReportErrorMessage]]

Export

Compliance


Activity audit log Export
Shareholder contact sheet Export
Document audit report Export

Modeling and Analysis


Scenario modeling results can be exported in each of the modeling views.


Round Modeling