Knowledge Base

How do admins register new securities?

To register new security, follow these steps: 1. Click the triple-dot button in the top right corner of the information box in the cap table module, and then ‘Edit cap table.’ 2. Add a new share class/type by clicking the small green ‘add more share types’ button (below the input fields) and enter a name for the security, e.g., employee options. The name of the security will be visible to all members. 3. Click ‘save’.

You will find the security in the dropdown menu when issuing new securities.