Bulk Import Cap Table Data - Warrants

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. 

  • ID - Required. Example: W-1.
    • Unique identifier for the Warrant. This certificate number can only be used once.
  • Warrant Plan Name - Required. Example: Warrant Plan.
    • The plan name under which the warrant is issued. Type the name exactly as it appears on the Plans tab, column A.
  • 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 shares reserved under the warrant.
  • Exercise Price - Required. Example: $2.50.
    • The price at which the warrant can be exercised
  • Expiration Period - Required. Example: 10
    • The number of years from the grant date when this warrant will expire.
  • Is Vesting - Required. Must be: YES or NO. (Use all Caps)
    • Does the warrant have a vesting schedule?
  • Vesting Start Date - Required if Is_Vesting is Yes. (YYYY/MM/DD). Example: 2017/09/23.
    • The date from which the warrant begins to vest.
  • Vesting Period - Required if Is_Vesting is Yes. Example: 48
    • The time frame and the extent to which stock warrant becomes exercisable by the recipient
  • Cliff - Required if Is_Vesting is Yes. Example:12
    • The number of months necessary to make this warrant start to vest.
  • Vesting Frequency - Required. After cliff, vest every (months). Example: 1
    • The vesting frequency of the grant. It is typically 1.
  • Cancel Date - Optional. Format: (YYYY/MM/DD). Example: 2017/09/23.
    • The date which the warrant was cancelled. 
  • Federal Exemption - Optional. 
    • Choose the Federal Exemption from the drop down menu. 
  • Comments - Optional. Any comments?
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.