Manage Cap Table
Use this section after first-time setup, when you need supporting records, an optional acceptance event, or a read of current holdings.
For first-time setup, use Create Stock Class, Create Stakeholder, and Issue Stock.
Choose a page
| If you want to… | Go to | Outcome |
|---|---|---|
| Save legends, plans, or update stakeholder wallets | Add Supporting Records | Supporting records saved or wallet linked to a stakeholder. |
| Record acceptance after an issuance | Issue and Accept Stock | Standalone stockAcceptance event for an existing security_id. |
| See who currently holds stock for an issuer | View Cap Table | Active stock positions, stock classes, and the issuer record. |