Cap Table
- Cap Table & ShareholdersThe Cap Table in Findex gives you a clear, up-to-date view of who owns shares in your company and how ownership is distributed. Whether you are managing a handful of founders or a growing list of institutional investors, the Cap Table is your single source of truth for shareholder data.
- How to Invite a ShareholderAdding shareholders to your cap table in Findex is straightforward. You can invite them by email, assign their share count, and categorize them by type -- all in a few steps. Once invited, shareholders can access the IR Portal and view the information you have made visible to them.
- How to Edit a ShareholderShareholder details can change over time -- a funding round may adjust share counts, an investor might change category, or you may simply need to correct an entry. Findex makes it easy to update any shareholder's information directly from the Cap Table.
- How to Delete a ShareholderWhen a shareholder exits your company -- whether through a buyback, full share transfer, or a correction -- you can remove them from the Cap Table in Findex. Deleting a shareholder removes their record from the active cap table and recalculates ownership for all remaining shareholders.