You can upload contacts and cap table data from excel, which is the recommended solution for most companies.

The cap table is based on a ledger of events, that you can add, which in total returns the sum of all shares per investor.

When registering your cap table you can decide to import the full ledger of historical events which have led to todays ownership-situation, or you can import the status quo as of the latest registered change (or a mix of the two; e.g. the status per the end of last year and then adding all of this years events on top).

To import from excel, use the attached excel template, follow the instructions and send to support@ownersroom.com. We will double check the data and run the import to make sure all is correct.

Make sure to include all the contacts and contact data for your shareholders, so that you can use that to send information to your shareholders!
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When the data is imported, you're ready to invite the investor network to your investor portal (New article about inviting people, coming)!