Bulk Import Cap Table Data - Stock Grants

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. 

  • Certificate Name - Required. Example: CS-1 for common stock first grant.
    • Unique identifier for the stock grant. Use the prefix defined for the underlying stock class specified on Classes tab, followed by a number. 
  • Stock Class Name - Required. Example: Common Stock, Series A.
    • Name of the underlying stock class. Type the name exactly as it appears on Classes tab column A.
  • Issue date - Required. Format (YYYY/MM/DD). Example: 2017/09/23.
    • The date on which the shares were granted.
  • Shareholder Name - Required. Example: John Doe
    • Select the name from the drop down menu.
  • Shareholder Email - Optional. Example: johndoe@email.com
    • The shareholder's email address that you will be sharing access with. We will not contact the shareholder without your express action.
  • Shares - Required. Example: 50000.
    • The number of shares granted. Shares granted from a stock class cannot be higher than the total number of shares authorized under that class.
  • Price Per Share - Required. Example: $1.50236. 
    • The original purchase price per share. If nothing was paid for the grant, enter 0.
  • Vesting Schedule - Choose vesting schedule from the "Templates" tab. Example: 4y 1y cliff
    • If there is no vesting schedule in the template tab, you must go into your Company info page before and add all your vesting schedules. Make sure the titles of each vesting schedule is the same.
  • Vesting Start Date - Required if Vesting Schedule entered Format (YYYY/MM/DD). Example: 2017/09/23.
    • The date from which the options or restricted stock begin to vest.
  • Upfront Vesting Date - Required if vesting schedule includes upfront vesting. Format (YYYY/MM/DD). Example: 2017/09/23.
    • The date when the upfront vesting amount will vest. If applicable, it's generally same as the vesting start date.
  • Custom Capital Contribution
    • Specify if you want to include a custom capital contribution.
  • Federal Exemption
  • Cancel Date
    • Enter the cancel date. Format (YYYY/MM/DD). Example: 2017/09/23.
  • Repurchased
    • Specify the number of shares repurchased.
  • Comments - Optional. Any comments?

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