Generate Cap Table Reports by Date

Generate comprehensive Cap Table reports for specific dates or compare ownership changes between two dates to track your company's equity movements.

Generate "As At Date" Reports

1. Navigate to Tools → Reporting from the main menu

2. Select the At date overview tab

3. Enter your desired date in the View date field

4. Click Run to generate the report

You'll see a comprehensive overview including all shareholders, their equity percentages, share numbers and values, plus details about option and RSU holders showing total granted, vested, lapsed and exercised as at that date across all grants, with percentages on a fully diluted basis and dollar values.

Compare Changes Between Dates

Change tracker is available exclusively to Pro plan customers and provides powerful insights into how your cap table has evolved over time.

1. Navigate to Tools → Reporting from the main menu

2. Select the Change tracker tab

3. Enter your from date and to date in the Date range comparison fields

4. Click Run to generate the comparison report

This shows detailed changes in shareholdings for both equity holders and option holders between your selected dates, making it easy to track dilution, analyze fundraising impact, and prepare comprehensive reports for board meetings or compliance requirements.

Download or Print Reports

Once your report displays, you can:

• Download the report as a file to share with stakeholders

• Print the entire report for offline review