Equity Management
Articles describing each of the Equity Management workflows in Shoobx.
Information & Reports
- How to Change Stock Certificate Settings
- Exit Scenario Planner
- · Equity
- Anatomy of the Cap Table
- Editing From Your Cap Table
- Equity & Financing Reports
Workflows
- Uploading Equity Promises in Bulk
- · Exchange of Stock Workflow
- · How To Record An Option Exercise In The Platform
- · Cancel Grant Workflow
- · Changing Authorized Shares Or Par Value
- 409A FAQs