Capdesk Support Team

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Activity overview

Latest activity by Capdesk Support Team
  • Capdesk Support Team created an article,

    How to merge stakeholders

    Merge stakeholders You can merge two stakeholders together, to have all of their holdings under one email address in the account. This will keep one email address and delete the other, so please en...

  • Capdesk Support Team created an article,

    How to bulk import amendments to option grants

    If you have to make some changes to multiple grants, you can prepare an import file with the amendments. You can amend: Exercise price Expiration date Vesting schedule (this includes pause vesting...

  • Capdesk Support Team created an article,

    How to cancel phantom share grants

    An overview on how to record a cancellation for a phantom share grant.  You can cancel phantom share grants in multiple ways, depending on what the cancellation itself means: 1. Register offline ca...

  • Capdesk Support Team created an article,

    How to cancel RSU grants

    An overview on how to record a cancellation for an RSU grant. You can cancel RSU grants in multiple ways, depending on what the cancellation itself means: 1. Register offline cancellation - if you ...

  • Capdesk Support Team created an article,

    Termination rules for option grants

    Termination rules vary depending on the type of option scheme, and the leavers' circumstances. This article aims to describe the different termination options available when terminating an option g...

  • Capdesk Support Team created an article,

    How to export a shareholder register

    Exporting a shareholder register as a PDF file Before you can export the report, you will need to select Use Capdesk as shareholder register under Settings > Setting and Add-ons. Then to export th...

  • Capdesk Support Team created an article,

    How to cancel shares

    An overview on how to record a cancellation for shares. On Capdesk, you can cancel shares in multiple ways, depending on what the cancellation itself means: Register offline cancellation - you can...

  • Capdesk Support Team created an article,

    Terminology settings page

    You can change the terminology of certain keywords on the platform that suits you. The Terminology page is located under Settings, on the left-hand side of your screen: You have the option to choo...

  • Capdesk Support Team created an article,

    How to integrate your HR system (HiBob, Bamboo HR and Personio)

    Capdesk allows you to sync your company’s employee data from your HR system (currently only available for HiBob, BambooHR and Personio) saving you time when issuing transactions such as equity ...

  • Capdesk Support Team created an article,

    How to open exercise window for multiple option and warrant grants

    You can open exercise windows and terminate grants for more than one grant/grantholders n.b. You can find a step by step interactive product demo tour here. Before creating an exercise window...