Setup walkthrough

From company profile to shareholder portal.

A company can move from scattered records to a clear cap-table administration workspace in a few practical steps.

Add your company

Create the company profile and keep the legal name, address, and administrative contacts in one workspace.

Record each class with the terms and labels your internal team already uses.

Build a current registry that shows who owns what across the company.

Create certificate records, track status, and keep downloadable documents organized.

Give shareholders read-only access to view holdings and download certificate records.