Bulk Import Cap Table Data - Options & RSAs

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. 

  • ID - Required. Example: O-1. 
    • Unique identifier for the Option grant or RSA. This certificate number can only be used once.
  • Stock Plan - Required. Example: 2017 Stock Plan.
    • The plan name under which the Options or Restricted Stock should be granted. Type the name exactly as it appears on the Plans tab, column A.
  • Type - Required. Must be: ISO, NSO, or RSA.
    • ISO (Incentive Stock Option) can only be granted to employees. NSO (Non-qualified Stock Option). RSA (Restricted Stock Agreement).
  • Grant Date - Required. Format (YYYY/MM/DD). Example: 2017/09/23.
    • The date on which the options 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: 150000.
    • Number of options or restricted stock granted.
  • Vested - Optional.
    • Number of options vested.
  • Exercised - Optional.
    • Number of options exercised.
  • Repurchased - Optional.
    • Number of options repurchased.
  • Price per share - Required. Example: $0.25.
    • The price at which the options can be exercised
  • Expiration Period - Required if Grant Type is not RSA. Format in years. Example: 10
    • The number of years from the grant date when this grant will expire.
  • 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 - Optional.
    • Specify if you want to include a custom capital contribution.
  • Federal Exemption - Optional.
    • Select the Federal Exemption from the drop-down menu.
  • Cancel Date - Required if RSA has been cancelled.
    • Enter the cancel date. Format (YYYY/MM/DD). Example: 2017/09/23.
  • Lapse Date - Required if Option grant has lapsed or been cancelled.
    • Enter the lapse date. Format (YYYY/MM/DD). Example: 2017/09/23.
  • Comments - Optional. Any comments?
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