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How to edit a share position?
How to edit a share position?
Updated over a week ago

If you have published or draft shares on your cap table, you can follow the steps below edit the details about the share position.


1. Click on Equity

Head to 'Equity' to access any info related to your cap table.

Click on Equity

2. Click on Shares

Since you're looking to edit your share class, click on 'Shares' under 'Securities' on the left panel.

Click on Shares

3. Select the share position you want to edit

Click on the ID of the share position you want to edit to view details about the share position.

Select the share position you want to edit

4. Click on Edit

Click on Edit

5. Choose the field you would like to edit

Choose the field you would like to edit

6. Click on Save

Make sure to save your changes in order for it to be reflected on your cap table.

Click on Save
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