Bulk Import Cap Table Data - Templates
See related articles below for an overview of how to bulk import cap table data into Captable.io, and the Captable.io import template. White columns are for export purposes only and should be ignored during import.
- Vesting Schedules: Please create all custom vesting schedules in your Captable.io account during set-up. Example: 4y 1y cliff.
- Ensure that each vesting schedule matches the vesting schedules in your Vesting Schedules tab in the Company Info and 409A. The other tabs in the spreadsheet will draw only from the vesting schedules you have input here.
- Legends: Example: Default - U.S Securities Act of 1933.
- Ensure that each Legend matches those in your Legend tab.