Editing a share class allows you to fix errors or add detail not previously provided (e.g., whether shares are certificated, adding optional share class prefixes).

Amending a share class allows you to increase the number of authorized shares allocated to a share class, which is typically done in connection with legal documentation and board/shareholder approval.

To edit or amend a share class, select "Share Classes" from the "Cap Table" subsection in the left navigation.

Then, select the share class you wish to edit or amend.

Next, select either "Actions" and "Edit Plan" or "Amend Share Class".

Edit a share class by revising the form and selecting "Save Share Class"

Amend a share class by completing the form and selecting "Save Amendment".

To delete an amendment to a share class, select "Delete" next to the amendment.

23 February, 2021 11:44:27 am - Screenshot
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