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How to download an excel of my cap table?
How to download an excel of my cap table?

Locate downloadable cap table exports on the platform

Michelle Chu avatar
Written by Michelle Chu
Updated over 10 months 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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