Transfer Agent ProtocolTransfer Agent Protocol
GitHubGitHub
  • Introduction
  • Development
    • Install
    • Setup
    • Run Server
    • Deploy Factory
    • Create Issuer
    • Create Stock Class
    • Create Stakeholder
    • Issue Stock
    • Transfer Stock
    • Historical Transactions
  • Protocol Specification
    • Open Cap Table Format
    • Solidity Cap Table
    • Structs Library
    • Stock Functions
  • Features
    • Manage Issuer
      • Register or Import Issuer
      • View History
      • Add New History
    • Manage Cap Table
      • Add Supporting Records
      • Issue and Accept Stock
      • View Cap Table
    • Corporate Actions
      • Transfer, Cancel, and Reissue Stock
      • Save Equity Compensation and Convertibles
      • Save Valuations and Terms
  • Security
  • Testing
  • Website ↗
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FeaturesManage Cap Table

Manage Cap Table

Use this section when the issuer already exists and you need supporting records, optional acceptance, or a read of the current cap table.

Use Create Stock Class, Create Stakeholder, and Issue Stock for the first setup flow.

Add Supporting RecordsIssue and Accept StockView Cap Table
  • Add Supporting Records is for stock legends, stock plans, stakeholder wallet changes, and related read routes.
  • Issue and Accept Stock is for separate stock acceptance events after issuance.
  • View Cap Table is for current stock holdings by issuer.
Add New HistoryAdd Supporting Records

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