Import an existing cap table
3 min read
Already tracking equity in a spreadsheet? You can bring it into Capfold rather than re-entering everything by hand.
Start an import
From your workspace, select Import cap table. You'll be asked which company the data belongs to.
Upload your spreadsheet
Upload your existing file. Capfold reads common formats and shows you a preview of what it found.
Map your columns
Match your spreadsheet columns to Capfold fields - stakeholder, share class, shares and price. Capfold suggests matches you can adjust.
Review and confirm
Check the preview, fix anything that looks off, then confirm. Your live cap table is created from the imported data.
Tip. Keep your original spreadsheet until you've confirmed the imported totals match. Once you're happy, Capfold becomes your single source of truth.
This guide is an illustrative placeholder and will be verified against the live product before launch. Exact screen and button names may differ.