Bulk Import Cap Table Data

The Captable.io import template helps you bulk import data from a large cap table. We recommend using it when you have more than a dozen instruments, or when you're migrating from a different cap table spreadsheet or system.

The import template can be found in Step 2 of the onboarding process, or by clicking on the Cap table import options button in the Ownership -> Cap Table Overview view:

Spreadsheet template header color legend

  • Orange - required fields
  • Yellow - required if another field has data. For example, if you enter Preferred for a stock class' type, you also need to enter conversion rate.
  • Blue - optional fields
  • White - for export purposes only and should be ignored during import.

Data limit

All Captable.io plans supports unlimited shareholders, securities and seats. The import template allows you to bulk-import:

  • 500 shareholders
  • 30 stock classes
  • 30 stock plans
  • 1,000 securities of per type: stock, options / RSAs
  • 100 convertible instruments/warrants
If you would like to bulk-import even more data, sign up for the Diligence plan and we will import all your data in any format for you.

Instructions by spreadsheet template tab

See related articles below for instructions by spreadsheet template tab