Edit or Delete Transactions
Correct transaction details or remove incorrect entries from your cap table. Most transactions can be edited directly, some must be deleted and recreated.
To view all transactions in one place, go to Cap Table → Transaction logs.
What you can edit
The following fields can be edited on most transactions:
Date: the transaction date
Number of shares: quantity issued or transferred
Investment amount: the total purchase price
Share class cannot be edited. If the share class is wrong, delete the transaction and recreate it with the correct class.
Transactions that cannot be edited
The following transaction types are not directly editable, delete and recreate if a correction is needed:
Share splits
Share class conversions
Shares issued from option exercises
Shares from SAFE or convertible note conversions
Edit a transaction
Go to Cap Table → Transaction logs.
Find the transaction (use Search by stakeholder or sort the columns to narrow it down) and click More in the Actions column.
Select Edit transaction.
Update the date, number of shares, or amount paid.
Click Edit to save.
Delete transactions
To delete one or more transactions at once:
Go to Cap Table → Transaction logs and select the relevant tab (Shares, Options, Notes, ESSs, RSUs or Warrants).
Tick the checkbox next to each transaction you want to remove.
Click Delete in the bar that appears, then confirm.
To delete a single transaction: follow the editing steps above, but select Delete transaction instead, then confirm.
Note: Deleting a transaction is permanent and immediately updates the cap table. Use this when an entry is incorrect and needs to be fully removed, then recreate it with the correct details.