Bulk Import Cap Table Data

The Captable.io import template helps you bulk import data from a large cap table. We recommend using it when you have more than a dozen instruments, or when you're migrating from a different cap table spreadsheet or system.

The import template can be found in Step 2 of the onboarding process, or by clicking on the Cap table import options button in the Ownership -> Cap Table Overview view:

Spreadsheet template header color legend

  • Orange - required fields
  • Yellow - required if another field has data. For example, if you enter Preferred for a stock class' type, you also need to enter conversion rate.
  • Blue - optional fields
  • White - for export purposes only and should be ignored during import.

Data limit

All Captable.io plans supports unlimited shareholders, securities and seats. The import template allows you to bulk-import:

  • 500 shareholders
  • 30 stock classes
  • 30 stock plans
  • 1,000 securities of per type: stock, options / RSAs
  • 100 convertible instruments/warrants

Instructions by spreadsheet template tab

See related articles below for instructions by spreadsheet template tab