Bulk Import Cap Table Data - Stock Classes

See related article 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. 

  • Stock Class Name - Required. Example: Common Stock, Series A. 
    • The unique name given to the class. This is different from class type.
  • Class Type - Required. Must be: Common or preferred.
  • (Certificate) ID Prefix - Required. Example: CSS, PS
    • (Certificate) ID Prefix is used to identify the particular certificate and tie it to its class.
  • Board approval date - Required. Format (YYYY/MM/DD). Example: 2017/09/23.
    • Date when the board approved the stock class.
  • Shares Authorized - Required. Example: 10000000
    • Total number of shares authorized by the board.
  • Seniority - Required. Example: 1, 2
    • Securities liquidate in a particular order when the company exits. This indicates the sequence of liquidation, with a higher number representing more senior security. Common Stock typically is liquidated last, and has a seniority of 1 (default).
  • Pre Money Valuation - Optional. Example: $10,000,000 
    • Pre-money valuation of the company at the time this stock class was created.
  • Original Issue Price - Required when Stock Class is Preferred. Example: 1.25768.
    • The price per share at the initial issuance.
  • Conversion Rate - Required when Stock Class is Preferred. Example: 2, 3
    • Shares of Common Stock for each share of Preferred Stock.
  • Liquidation Preference - Optional, and only required when stock class is Preferred. Must be YES or NO.
    • Should this stock holder be paid before distributions may be made to common stock holders?
  • Liquidation Multiple - Required when Liquidation Preference is Yes. Example: 2, 3. 
    • The multiple of the Issue Price that must be paid to the preferred stock holders before distributions may be made to common stock holders.
  • Participation Rights - Optional. Must be YES or NO.
    • A type of preferred stock that gives the holder the right to receive dividends equal to the normally specified rate that preferred dividends receive as well as an additional dividend based on some predetermined condition
  • Participation Cap - Optional. Must be YES or NO.
    • Set a limit on the multiple of return on invested capital that a series of Preferred Stock can receive before its participation feature is cancelled.
  • Participation Cap Multiple - Required when Participation Cap is Yes. Example: 2, 3.
    • The multiple of return on invested capital that a series of preferred stock can receive before its participation feature is cancelled.
  • Comments - Optional. Any comments?

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