Adding extra Historical Rounds
You will need to create Historical Rounds to model the funding round / team equity issuance events that have happened since incorporation. And if you are looking to issue equity ahead of the funding round please see this guide on how to give equity to your co-founders and team.
To add a Historical Round on the platform go to Cap Table > click the three dots in the top right > Add Historical Round.
Cap Table > 3 dots in the top right corner > Add Historical Round
Make sure the date of your Historical Round corresponds to the date you issued the shares.
Hints, tips and other useful guides:
If you have created an Options Pool you can add that to your Historical Round - note, option owners aren’t shown on the cap table.
Have a look at this guide here on how to add a Company Investor
Have a look here to find out the difference between a share’s nominal value and the round price per share.
Once you build your cap table on the platform you can also issue share certificates to your shareholders!