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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 any of the available fields: share class name, symbol, type (Common or Preferred), par / nominal value, voting rights, dividend payouts, authorized shares, conversion ratio, or Rights and Preferences terms (liquidation preference, pro-rata rights, anti-dilution type) for Preferred classes.

  5. Click Save changes.

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 and confirm.

You cannot delete a share class that has outstanding transactions. Delete or transfer those transactions first, then remove the class.

What happens next

Edits take effect immediately across your cap table. Any existing transactions using the class automatically reflect the updated name and details.