Equity Management
Articles describing each of the Equity Management workflows in Shoobx.
Information & Reports
- 409A FAQs
- · Equity
- Anatomy of the Shoobx Cap Table
- Editing From Your Cap Table
- Viewing Your Stock Certificate
- Equity & Financing Reports
Workflows
- · Stock Exchange Workflow
- · How To Record An Option Exercise In Shoobx
- · Cancel Grant Workflow
- · Changing Authorized Shares Or Par Value
- · How To Upload Your Stock Incentive Plan (through Onboarding or the Stock Incentive Plan workflow)
- · Grant Shares Workflow