Exporting a cap table report as an Excel file
You can export the cap table report which you will receive in your email inbox.
To export the cap table report, go to the "Cap Table" page and click the green "Export" button from the right-hand-side to select the "Capitalization Table".
Once you have clicked on "Capitalization Table", you'll be brought to the "Order Report" page where you can decide what you want to include in the report.
You can select:
- The report currency
- Include drafts: This is will be ticked by default and if your account is not yet Live, you will not be able to untick it.
- Include ceased shareholders: Those shareholders with zero shareholdings will be included if ticked.
- Include deferred shares: Deferred shares will be included if ticked.
- Include outstanding convertible notes: Convertible loan notes are a type of short-term debt converted into equity at a later date.
Once requested you will see the below confirmation message:
You will now be able to follow the progress of the report through a widget notification on the bottom right corner of your account.
If the report will take longer than 15 minutes to complete, an email notification will be triggered.
Once complete, you will receive an email, as seen below and you can click "Download" to download the Excel file.