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Edit or Delete Share Classes

Update share class details or remove unused share classes from your cap table.

Edit a share class

  1. Go to Cap Table → Share classes

  2. Find the share class card you want to modify

  3. Click Edit

  4. Update the available fields — including share class name, symbol, type (Common/Preferred), par / nominal value, voting rights, dividend payouts, authorized shares, and Rights & Preferences terms (liquidation preference, pro-rata rights, anti-dilution type) for Preferred classes

  5. Click Save changes

Note: Editing a share class updates the class name and symbol for all existing transactions linked to it.

Delete a share class

  1. Go to Cap Table → Share classes

  2. Find the share class card you want to remove

  3. Click Delete

  4. Confirm deletion

Note: You cannot delete a share class that has outstanding transactions. Delete those transactions first before removing the share class.

What happens next

When you edit a share class, all existing transactions using that class automatically reflect the updated information. This keeps your cap table consistent.

Still need help?

Contact our support team via chat or submit a support request and we'll help you out.