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How to download an excel of my cap table?

Locate downloadable cap table exports on the platform

Tyler Martin avatar
Written by Tyler Martin
Updated over a year ago

Here are the instructions to download an excel export of your company's cap table. There are three methods on downloading the cap table export:

Method 1 (easiest):

Go to Dashboard (under the left navigation bar) → in the middle of the page select the green button Download Cap Table → Select Download

Method 2:

Select on the left navigation bar Cap Table → select Download Cap Table


Method 3:

Select on the left navigation bar Company Reports → select Generate Report on the first report showing Detailed Cap Table


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