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Help Center
Ownership
Getting Started
Stakeholders
General
Invitations
Ownership
Transactions
Scenario Modelling
Equity plans
Pools
Grants
Exercising
Documents
Signatures
Templating
Holding Confirmations
Investor relations
Reports
KPIs
Settings
Account
Investment firm management
Webinars
Ownership
Set up your cap table based on transactions, gather insights, and model future rounds and exits
Transactions
How do I import my cap table?
How to use the Excel importer
Scenario Modelling
Scenario: Convertible loan conversion(s) + (equity) investments