Request that the Savvi servicing team generate a cap table spreadsheet and organize your initial corporate record.
Cap tables, short for capitalization tables, are tables or spreadsheets that organize and display the equity and ownership data of your company.
A corporate record is a consolidation of your company’s organizational, governance, and equity documents.
With this service, the Savvi servicing team can generate a cap table for your company to reflect the current capitalization of your company based on information in your Savvi account. Additionally, the servicing team will help you establish your corporate record by organizing your existing legal documents and linking them to a single report.
This service is accessed through the Entity Setup workflow. If you have already completed this workflow, you can request routine cap table and corporate record maintenance through our add-on subscription service, Corporate Compliance.
Issue Stock Options (Corporation)
Should I issue stock options or stock shares to an employee?
How do I issue more equity if we increase shares of our company?
How do I calculate total outstanding shares?
Savvi Technologies, Inc. is not an attorney or a law firm, and can only provide self-help services at your specific direction. Do not rely on any documents or information from Savvi without consulting an attorney. Savvi may partner with or refer clients to licensed attorneys, but such referral does not constitute an attorney-client relationship until the attorney is officially engaged by the client.