Generate Cap Table Reports by Date
Generate a point-in-time snapshot of your cap table for any date, or compare ownership changes between two dates.
At date overview
Generate a full cap table snapshot for any historical date.
Go to Compliance → Reporting.
Select the At date overview tab.
Enter your desired date in the View date field.
Click Run.
The report shows all shareholders, their equity percentages, share numbers, and estimated values, plus option and RSU holder details, total granted, vested, lapsed, and exercised as at that date, with fully diluted percentages.
At date overview is available on paying plans.
Change tracker
Compare how your cap table has changed between two dates, useful for board reporting, investor updates, and compliance.
Go to Compliance → Reporting.
Select the Change tracker tab.
Enter a from date and to date in the date range comparison fields.
Click Run.
The report shows changes in holdings for both equity holders and option holders across the selected period.
Note: Change tracker is available on Pro plan only.
Download or print
Once a report is generated, click Download to export as a CSV or Print to print directly.