All Collections
Cap Table Management

How to manage your cap table, and perform actions such as: refund, OTC, pool change and request info from your investors to have a single source of truth.


π Move an allocation to a different pool
π Log an OTC trade
π How do I move an allocation to a new account wallet?
βοΈ Can individual investors in a pool have varying allocations?
π€ What is an account wallet?
π Is it possible to remove an allocation from the cap table?
β What is the Errored tab?