We use the information from your capitalization table to help you prepare a new cap table after your equity crowdfunding round with all of the new shareholders. After a round, you will have hundreds, or perhaps thousands, of new shareholders; keeping your cap table organized and precise will be important. We talk to you about recommended software support for this, including online, digital cap table software that is free.
We recommend creating a new share class for your equity crowdfunding round. This will allow you to keep the front page of your cap table clean (showing just the total investors from that new class). All equity crowdfunding investors can then be recorded on a separate tab.
email us at support@equivesto.com to learn more about cap table management.