Mariana Balsas
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Activity overview
Latest activity by Mariana Balsas-
Mariana Balsas created an article,
Opening Exercise Windows to Employees of Subsidiaries Using Capdesk’s EMI Share Plan Documents
To manage equity within Group Structures using Capdesk’s EMI Share plan documents, companies must first onboard the Top Company to the Capdesk platform and have it adopt the Share Plan. This step i...
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Mariana Balsas created an article,
Getting Started with Compensation
With Capdesk's Compensation tool you can build a competitive compensation strategy. The tool allows you to access precise benchmarks based on role, level and location, customise compensation bands ...
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Mariana Balsas created an article,
Editing Draft Convertible Notes (In Bulk)
You can bulk correct errors made while registering draft unpriced investments, such as SAFE, ASA and Convertible Loan Notes. These corrections will not trigger notifications to holders. 1. Go to...
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Mariana Balsas created an article,
Managing Email Preferences
Companies you have holdings in are using Capdesk to keep you updated on important information about your equity. You can unsubscribe from Capdesk emails, but we highly recommend allowing companies ...
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Mariana Balsas created an article,
Fundraising in Capdesk
Capdesk helps UK startups raise capital through four fundraising tools and services. Unpriced round modeling: Understand the future impact of a raise and prepare for negotiations with our in-ap...
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Mariana Balsas created an article,
Issuing Unpriced Investments (Round Closing)
You can draft and issue online ASA or SAFE to your investors, track their signatures and sync the transactions automatically with your cap table once the investments are closed. In this flow, you w...
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Mariana Balsas created an article,
Funding Round Page Overview
Capdesk makes it easy for you to manage and review your funding rounds. 1. Navigate to Fundraising > Funding rounds > Rounds. 2. In the Rounds page you will find the following details: ...
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Mariana Balsas created an article,
Incentive Pool History Report Overview
To export the incentive pool history, navigate to Equity > Incentive Pool > Export. The Incentive Pool History is a complete export of all transactions affecting the incentive pool of your company....
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Mariana Balsas created an article,
Option Grant Reports Overview
Navigate to Equity awards > Option grants > Reports. The reports available are: Option vesting overview Option grant overview Option transaction history Once requested, the report will be generat...
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Mariana Balsas created an article,
Share Reports Overview
To export reports related to shares navigate to Shares > Reports. The reports available are: Shareholder overview report Transaction history report Once requested, the report will be generated an...